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Member Since 18 Nov 2015
Offline Last Active Apr 26 2018 10:32 PM

#14560 Tags missing in UI for X2Flows after 6.9 Update

Posted by Alberto on 10 January 2018 - 08:23 PM

Hi Isaiah,


Great, I have just updated to 6.9.2 and can confirm this issue is now fixed! 


Thank you,



#13740 2017 Roadmap/TechTalks/Community Updates

Posted by Alberto on 29 August 2017 - 08:10 PM

It seems to me forward movement for the X2 project has slowed greatly in 2017...

For the first time in a long while we are considering a move on to a more progressive CRM that keeps up with the times!


It's something I'm keeping in the back of my mind as well. Not to sound doom and gloom, but I've seen something similar happen myself coming from SugarCRM a few years back. SugarCRM used to have an open source "community edition" but eventually stopped moving forward on development and eventually end-of-life'd it, so they could focus on their hosted solution and enterprise subscription clients. 


That trend is bad news for small business owners who aren't in the market for enterprise subscription based services. I'm hoping this isn't the direction X2CRM is headed, but certainly time for some proactive research, just in case...

#13732 2017 Roadmap/TechTalks/Community Updates

Posted by Alberto on 24 August 2017 - 09:08 PM

Any official update from X2 with regards to the questions I posed?


Without regular official communication it makes it hard for the community to see where things are going. There are lots of feature requests, bug reports, etc. in the forums. Many of these have replies from X2 to the effect of, "We'll consider this for an upcoming release".


That's great that we get those replies but if you look at some of the threads they're from several years ago and still not in the product. I don't mean that every bug report or feature request should make it in to the product, but having some idea of what is planned in terms of features and bug fixes in upcoming releases is needed.

#13588 2017 Roadmap/TechTalks/Community Updates

Posted by Alberto on 02 August 2017 - 12:13 PM

Hi, I've been wondering for a while this year as to the latest happenings with X2CRM as we haven't heard any news for some time. Looking back at the Announcement forums the last Tech Talk was 1 year ago and there is no published roadmap for 2017. I didn't even realized we had a recent update, version 6.9 with looks like a maintenance release with some bug fixes and enhancements.


To formalize my specific questions:

  • Will you be sharing a late 2017-2018 roadmap?
  • Are there going to be any more regular Tech Talks?
  • Can we have more frequent community updates and release announcements?



#13228 X2 Flow Delay Timer

Posted by Alberto on 20 April 2017 - 07:18 PM

I'm not sure if this is currently possible with X2 but I came across a nice feature in a different product that allows you to delay sending of emails until a specific time/day of the week. The use case is there is some action triggered by a contact that would make it appropriate to send an e-mail and maybe you've figured your target audience is most likely to read e-mails between 7-10am on a Tuesday for example. The delay timer would allow this functionality (see attached).


See a description of the feature in the other product:

Delay Timer



Attached Files

#12953 Comparison/Condition on Periodic triggers

Posted by Alberto on 03 March 2017 - 01:59 PM

Yes, you are correct, currently it appears the only way to do what you've described would be to use the Macro Executed trigger. Unfortunately, the Periodic Trigger is not associated with any record, as another trigger such as Record Updated would be. It may be useful to add a "Select Record" action, similar to the Change Record action, to allow arbitrary model selection at the beginning of workflow such as these.


I agree this would make the Periodic Trigger much more useful as currently it seems quite limited without the ability to interact with customer records. 

#12741 Disable the 'Do Not Email' link

Posted by Alberto on 17 January 2017 - 12:03 PM

I've done this and it takes a bit of work to create a custom form and use the API to implement the desired logic but it's doable. If X2 had some built in tools to help with this it'd be nice so it doesn't require custom development.


What we use instead of custom contact fields is tags. If the user wants to be removed from a particular list they make a selection on the form and we just remove the associated tag. We can then have X2 Flows that are triggered on tag addition/removal to manage who is on what list, etc.


This opt-down type of form is a more contemporary approach to compliance rather than the all or nothing "unsubscribe" method.


Here's what this type of form looks like (this is not the one I made, just an example of an opt-down form):

Attached File  Screenshot 2017-01-17 11.32.33.png   146.23KB   0 downloads



#12139 Add to list from contact details view

Posted by Alberto on 06 June 2016 - 12:07 PM

It would be great to be able to add a contact to a list from the contact details view. Currently, we have to be in the contacts list view to do so and it would save several steps if it were an action in the contact details view.


#11673 Duplicate a Campaign

Posted by Alberto on 08 February 2016 - 05:54 PM

It'd be great to have the ability to make a copy of a campaign easily. Something like a duplicate button would be nice. This way you can send the same campaign to another list or just make a few changes and re-send to the same list.


#11555 Improved e-mail client navigation

Posted by Alberto on 18 January 2016 - 05:03 PM

I've found myself using the X2CRM e-mail client more because of the auto logging of e-mails to contact records feature. As a result of spending more time here, I'd like to see the navigation improved. At a minimum, add up and down arrows to move between e-mails from within the e-mail view. Currently you have to click back to the main list and click the next message which can get repetitive when responding to lots of e-mails.


Keyboard shortcuts have been suggested several years ago in this thread.


I think this is still a good idea, particularly the basic navigation shortcuts found in Gmail (attached).


Attached Files

#11424 Newsletter Setup

Posted by Alberto on 22 December 2015 - 02:12 AM

Hello, I am new to X2CRM and have been reading up on the documentation but am not clear on the steps needed to set up a newsletter. I was wondering if someone could share a quick overview on how to do this. Let's say I have content for 12 e-mails that I want subscribers to receive each month over the course of a year once they subscribe. 


Here is what I've gathered so far:


A newsletter is a type of list you create and have subscribers join via web form

You can create a campaign with the recipients being members of this newsletter list


What I don't understand is, how do I schedule the e-mails to go out in sequence on a monthly basis? My current understanding of campaigns in X2CRM is that they are one-shot "e-mail blasts" but maybe I'm not grasping the extent of the feature yet. I'm not finding anything related to scheduling for campaigns in the Marketing interface but maybe I've missed it. I also don't see the ability to send campaigns in the X2Flow editor which would seem to be a place that could do the scheduling. So I'm a bit at a loss here.


Any insight would be greatly appreciated to help me get up to speed.