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Member Since 30 May 2017
Offline Last Active Feb 18 2020 10:46 AM

Topics I've Started

8.0 Released

06 December 2019 - 03:45 PM

New Enterprise Features:

  * Portal Product:
    * Customer login and messaging for support cases
    * Invite users to the portal through service case webform
  * Related Case Solutions: Match service cases by issue for relevant resolutions
  * Knowledge Base: Create documents that can be searched by keyword or phrase
  * Responsive Editor for Email Templates: New responsive editor for email templates
  * Nexmo Call Pop-up: Links to contact with matching number if one exists
New Open Source Features:
  * Sales Quotations Improvements:
    * Comments are their own line item
    * Adjustments are also their own line item, and percentage adjustments are based off the most previous line item
    * Added tax modifier on the subtotal
    * Added quote template insertable attribute "Packing Slip" that inserts quote item table without prices
  * Group Profiles: Admins can set default homepage layouts.
  * Data Visualizations
    * Day/hour heat map for campaigns that shows number and time of open/click/sent events
    * Added bubble, spline, and area spline charts to reports
  * Appointment Calendar:
    * Users profile setting for dedicated appointment calendar
    * Guests can reserve appointments through invitation link
  * UI Update:
    * Publisher widget history items scrollable when too long
    * General styling changes
  * Listability Improvements: Account, lead, and opportunity lists are campaignable

Miscellaneous bug fixes

    * PHP 7.2 compatability fixes
    * Login CSRF and duplicate primary key fix
    * Fix for phone numbers not deleting from phone number table when deleted from record
    * Fixed bug with accounts report failing if the grid view for accounts has the tag column but accounts don't have any tags
    * Fixed issue with not being able to edit account lists if the criterion model is empty
    * Total rows error on summation report fix
    * Boolean fields and action eventSubType reportability fix


Note for sales quotes after updating to 8.0
With the new quote creator changes, quotes appear differently. Quotes already stored in the database will still have comments for line items, but will not be seen on the view/update/print pages. In order to make sure comments show properly, you will need to run the FixOldQuotesCommand command. To do this, navigate to your application directory and then to the protected/ directory. Then run ./yiic fixoldquotes to move all line items' comments to it's own line item.

In Memoriam

07 June 2019 - 12:31 PM

We have a sad announcement this afternoon regarding a very special user here. Atilla, who was with us since June of 2017 passed away this month. On behalf of X2CRM I would like to send his family and friends our condolences and to Atilla personally, our appreciation for all the hard work he put on this forum. Without Atilla, X2CRM would not be where we are today and we want to again thank Atilla for all the effort he put into this forum. Thank you Atilla, and may you rest in peace.

The X2CRM team

X2CRM 7.1 Released - Support for PHP 7.2

09 January 2019 - 04:40 PM

Hello Everyone,


Today we released X2CRM v7.1 which includes misc. bug fixes and support for PHP 7.2. Please see the release notes below:




  • General Changelog / Developer Notes

    • X2CRM is now compatible with PHP 7.1+
  • Miscellaneous bug fixes

    • Fixed issue with emailing where mail servers which are not configured to use VERP can still send email
    • Removed list option from the reporting module
    • A/B campaigns now work with dynamic lists
    • Fixed issue where 'do not email' settings would get incorrectly set
    • Fixed issue where a 500 error would occur if the 'maxFileSize' attribute was not created correctly
    • Fixed issue where X2Flow would incorrectly reference a workflow ID
    • Fixed issue where logging time on a record would incorrectly calculate time spent
    • Fixed front-end with the complete stage action in X2Workflow where the note textarea was covering the stage selection dropdown