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X2Josef

Member Since 04 Mar 2016
Offline Last Active Jan 10 2019 02:26 PM
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Posts I've Made

In Topic: USING BTREE;. The error message given was: SQLSTATE[42000]: Syntax error or a...

04 January 2019 - 10:33 AM

At this point of the installation check if the 'x2_accounts' table has already been created with its fields. If it has, its possible you might be able to skip this query and continue on with the installation


In Topic: Installation error on windows hosting

24 July 2018 - 01:47 PM

You might have to change the ownership of the webroot so that it's owned by your user and modify the permissions so it's readable, writable and executable by your user and group.


In Topic: Display account information on contact form ?

03 May 2018 - 11:21 AM

Hi Noime,

How are the Account and Contact records linked?

There currently isn't a straightforward way of doing this off the top of my head. What you can do is create a custom field in the Contacts form that will essentially mirror the field in Accounts. You can do this by setting up a workflow that will update the new custom field in Contacts if the field from Accounts gets updated via the remote API Call action.

If the Account has a Contact linked to it via Relationship then maybe you can use: the "Record Updated" trigger based off of if the field has changed -> into the "Change Record" action based off of Primary Contact -> into the "Update Record" action and update the field using attribute replacement

https://www.x2crm.co...ow_user_manual/

Cheers,

Josef