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gfl

Member Since 21 Dec 2016
Offline Last Active Jan 08 2019 04:11 PM
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Topics I've Started

How to log old emails that were received before the inbox was added to X2?

07 January 2019 - 03:57 PM

How to log/associate emails with their contacts, old emails that were are in the inbox added to X2 but were received before the inbox was added?

 

http://wiki.x2crm.co...l_Configuration explains how to configure automated email logging, but that seems to cause only new emails to be logged, not older emails that were already received before adding the inbox to X2.

 

After adding inbox the only way i've found to log old emails is to scroll through inbox 50 email page by 50 email page, selecting all emails on each page and logging the emails

 

And then, after 4 to 5 pages no emails are displayed, only the following displayed:

- "No results found"

- "Unable to retrieve quota information"

 

I have to select new emails in the inbox and 'Log emails' for them to be associated to contacts. They aren't auto-logged.

 

So most of the emails in inboxes are not logged/associated to their contacts...


How to import every bit of data into your X2CRM system from another X2CRM system?

23 November 2018 - 08:38 PM

I have exported all data from an X2CRM system into a single .csv file, then imported into another X2CRM system, but none of the existing module new fields, new modules, new forms etc. are imported.

 

And how to determine which are the records not imported successfully?

 

Isn't there a way to migrate an X2CRM system to a new system/installation?


cpanel Installation fails with 1005 error.

21 November 2018 - 05:52 AM

After following https://www.tmdhosti...l-installation/to install X2CRM-6.9 and database connection successful:

 XInstalling X2CRM
  • Completed: set up core database structure
  • Completed: set up role-based access control (RBAC) permissions system
  • Completed: insert time zone data
  • Error installing module "users". SQL statement "ALTER TABLE `x2_calendar_permissions` ADD CONSTRAI..." failed;HY000,1005,Can't create table `eoptz_x2crm2`.`#sql-7831e_4a89017` (errno: 150 "Foreign key constraint is incorrectly formed")

 

https://snag.gy/vHVGUL.jpg

 

https://snag.gy/XoKuN4.jpg


Contact (and other record) Assignment

08 July 2018 - 01:56 PM

How to set default assignment to the user creating the contact and/or a group, rather than just to a sole crm wide default?

 

On my X2 assignment default must be set to an existing user or group, and that default is for every user - so, for example, if a user creates a contact without changing the default assignment they cannot see the contact they just created because it is not assigned to them...