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John Roberts

Member Since 07 Oct 2011
Offline Last Active Dec 23 2016 10:31 AM
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Topics I've Started

X2TechTalk V - X2CRM 6.5 Preview

21 December 2016 - 02:12 PM

Hello everyone,

 

Boy this TechTalk is a bit overdue, I delayed it a few week so we could give 6.5 more time. It does provide good introductions to new location or X2Checkin, Google Maps, major Calendaring and Google sync improvements and X2Touch mobile 2.0 features. We are about to release 6.5.2 within the next few days. Over the coming weeks we are planning to do major documentation, video and website updates to help show you how to easily design, deploy and manage your X2CRM system.

 

X2TechTalk V: X2CRM 6.5 Preview

https://player.vimeo...&profile_id=174

 

Best, 

X2CRM Team


X2TechTalk IV - 30 minute Administrator Wecast

08 August 2016 - 05:07 PM

Please join us for our latest X2CRM tech talk. This episode covers:

Click this link to start the webcast: https://player.vimeo...&profile_id=174

  • X2CRM 6.0.3/4 Update

  • X2 Riders Guide for CRM Performance

  • Community Development Framework

  • X2Bulk Email with AWS

  • Jasper Reporting for X2CRM

  • X2CRM 6.1 Roadmap

 

If you would like to participate in a future X2TechTalk, please send an email to techtalk@X2engine.com


X2CRM | Open Source CRM version 6.0.3 Feature Update

02 August 2016 - 02:25 PM

Today we are pleased to release X2CRM version 6.0.3. For a small point release it features a number of new capabilities including updated Android and iOS apps, new X2Workflow mass actions, smart Web Lead Capture forms and a more simplified Administration panel. In addition version 6.0.3 includes two new beta features a new AWS powered bulk emailer and advanced Jasper reporting. 
 
X2CRM Version 6.0.3 Update Highlights:
 
X2CRM Mobile Android and iOS Apps 
X2CRM 6.0.3 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. A new tab interface now allows users to post notes along with the ability to delete actions in a contact action history record. Users can also take photos, create, search, view and edit customer records in a new compact Android & iOS mobile applications.
 
X2CRM.png
 
 
X2Workflow Automation 
X2Workflow is a CRM Automation Designer which allows CRM Admins to track website visitors, capture web leads and create automated actions based on customer behaviors. X2Workflow is a clever and incredibly customizable business tool that places the power of X2CRM marketing, sales and service processes in the hands of customers, allowing them to fine tune their business and harness the abilities of the X2Engine platform.
 
New in this release is a "Change Record" X2Workflow Action. This new workflow action allows users to switch to a related record during a workflow execution. Users can use it to do things like update a "total sales" amount on a Contact when a Quote is marked as won or otherwise update related records in response to X2Wofkflow triggers.
 
Additionally a new "Mass Execute Macro" action is available. The record list grid view now supports mass execution of Macro-type workflows. Users can select records using the record grid view checkboxes and click the new "Execute Macro" option to run a Macro-type workflow on multiple records at the same time.
 
massactions.png
 
Secure Web Lead Capture with File Uploads & Workflow Routing 
X2CRM now includes built-in CAPTCHA on weblead forms: Weblead, service, and newsletter forms can now optionally require a CAPTCHA upon submission to prevent spam. This can be configured under the 'advanced' tab of the weblead form designer.
 
Website visitors can now upload files on X2 Web Lead Capture forms. Web lead and service forms can now be configured to allow file uploads. File uploads also include Media virus scanning. 
 
fileup.png
 
Bulk Email Service - With version 6.0.3 X2VPS, hosted customers now can utilize Amazon AWS, Email Send and Receive Service for no additional charge for 50,000 or less emails per month. A one-time $100.00 setup fee is required to activate this service. Support for X2CRM open source users will also be supported based on account verification. With this new mass email capability, users are no-longer required to use third party bulk email services - saving time and money. 
 
Email Correspondence  - X2CRM can now monitor users email inboxes and automatically attach customer emails to CRM records. Marketing workflows can then be triggered create automated responses and alerts. In addition to tracking, alerting and logging when customer emails are opened, users can now add workflow automation triggers to automate responses, alerts or activate other actions within X2Workflow. Emails sent from automated marketing workflows can now activate new workflows when emails are opened by prospects. 
 
Advanced Reporting Server - Version 6.0.3 features a first beta release of the powerful Jaspersoft Reports for X2CRM. This is a free service for X2VPS customers. Support for on-premise/cloud X2CRM open source users is targeted release in September. 
 
Simplified Administration Console - X2CRM now features an updated, streamlined Administration console. All configuration settings have been combined into a single view and allow administrators to rearrange menu items to suit their individual preferences. 
 

X2CRM version 6.0.2 Feature Update - Tech Talk IV Demos

14 July 2016 - 05:29 PM

Hello X2CRM Community,

Yesterday we released X2CRM open source version 6.0.2 in both web and mobile apps. For a dot release it features several new and powerful features. Also checkout another short 16 minute X2CRM Tech Talk video where demo each of the new X2CRM features below.

 

Link to X2CRM 6.0.2 Tech Talk Demo Webcast

 

X2CRM Mobile Android and iOS Apps
X2CRM 6.0.2 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. A new tab interface now allows users to post notes along with the ability to delete actions in a contact action history record. Users can also take photos, create, search, view and edit customer records in a new compact Android & iOS mobile applications.

 

X2Workflow Automation
X2Workflow is a CRM Automation Designer which allows CRM Admins to track website visitors, capture web leads and create automated actions based on customer behaviors. X2Workflow is a clever and incredibly customizable business tool that places the power of X2CRM marketing, sales and service processes in the hands of customers, allowing them to fine tune their business and harness the abilities of the X2Engine platform.

 

New in this release is a “Change Record” X2Workflow Action. This new workflow action allows users to switch to a related record during a workflow execution. Users can use it to do things like update a “total sales” amount on a Contact when a Quote is marked as won or otherwise update related records in response to X2Wofkflow triggers.

 

Additionally a new “Mass Execute Macro” action is available. The record list grid view now supports mass execution of Macro-type workflows. Users can select records using the record grid view checkboxes and click the new “Execute Macro” option to run a Macro-type workflow on multiple records at the same time.

 

Secure Web Lead Capture with File Uploads & Workflow Routing
X2CRM now includes built-in CAPTCHA on weblead forms: Weblead, service, and newsletter forms can now optionally require a CAPTCHA upon submission to prevent spam. This can be configured under the ‘advanced’ tab of the weblead form designer.

 

Website visitors can now upload files on X2 Web Lead Capture forms. Web lead and service forms can now be configured to allow file uploads. File uploads also include Media virus scanning.

 

Check out our short Tech Talk demo webcast.


X2TechTalk III - 16 minute Adminstrator and Developer Webast

11 June 2016 - 03:18 PM

Hi folks!

Please join us for X2TechTalk III our bi-weekly informal administrator and developer webcast. If you'd like to get involved with future tech talks, send an email to techtalk@x2engine.com!

 
Today's Tech Talk covered the following information:

  • X2CRM 6.0.2 Update
  • Riders Guide for CRM Performance
  • X2Touch Android Mobile App
  • How to create Workflow Action/Macro buttons on records demo
  • X2DevTools New Collaborative Developer tools demo
  • Data Import | Export Administration Tools Demo

Here is a link to the video: https://player.vimeo...&profile_id=174