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gsonline

Member Since 13 Jun 2017
Offline Last Active Mar 25 2020 12:51 AM
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#13549 workflow condition Split - Update

Posted by gsonline on 21 July 2017 - 04:44 AM

A workflow split condition should be able to attach to another element of that same workflow this way the same tasks do not need to be duplicated. 

Attached File  WorkFlow - Yes.JPG   70.71KB   0 downloads




#13543 Sharing Custom changes to X2CRM

Posted by gsonline on 20 July 2017 - 01:05 AM

Hi, 

 

If I have a developer make custom improvements to X2CRM is there a way to share it with the rest of the community or a way to share it with the X2CRM team to maybe add it to the next X2CRM release.

 

Thank you  




#13539 [Solved] Track date of email opened.

Posted by gsonline on 15 July 2017 - 07:37 AM

How can I track the date an email is opened so I can make a report of that data. 

 

What I need to do is save the date and time of the email open 

How do I do this with the workflow?

Attached File  email open.JPG   91.92KB   0 downloads

 

I know this should be very simple but I can't seem to figure it out - I want the date of the field should be the time that the email is opened.

 

 

UPDATE **** Figured it out :)

 

1) made a new field (email open date)

2) made a flow to add date of last activity when an email is opened -- 

Attached File  email open - done.JPG   43.78KB   2 downloads




#13536 User Management - Role restrictions not enforced :(

Posted by gsonline on 11 July 2017 - 07:46 AM

Once more - Thank you for the help with the "Marketing Campaigns:" tip :)

 

I will put a feature request to about the hiding the other users from one another. 

 

Yes, I am trying to put multiple companies as users under the same CRM install. if it doesn't work I may need to resort to having multiple installs of the CRM on my server and that is not ideal.  




#13526 User Management - Role restrictions not enforced :(

Posted by gsonline on 09 July 2017 - 07:14 AM

I am trying to make new users with restricted views and it does not seem to be working.

The most important things are for people to only see records assigned to them and they can clearly see all records in the system.

 

Any help or insight would be great :)

 

*I tested the same things on your trial server and it seems to have the same issue -

 

Thanks in advance.  




#13524 [Solved] Cron Table - Reload without updating

Posted by gsonline on 09 July 2017 - 04:30 AM

Here is how I solved the problem :) 

I am using a service to run the cronjob externally and it is working like a charm especially because my hosting provider gives a limit on cron jobs that allow it to only run once every 30 min.

So now I am running every minute using  setcronjob.com (if you have a better server I can use I am all ears : )

 

Just thought I would give a follow up if anyone else runs into the same limitations I did.




#13479 [Solved] How do I setup Macro's ?

Posted by gsonline on 29 June 2017 - 12:16 AM

Thanks ! 

This helps a bunch :)




#13475 [Solved] Cron Table - Reload without updating

Posted by gsonline on 28 June 2017 - 04:00 PM

Every time I try to enable the "Run scheduled X2Engine tasks via web request" the page just reloads with no change.

 

Here is a video screencast if you want to see the error in action: https://www.screenca...om/t/bHm89UblH 

 

 

When running the local API resolvability test everything looks good. 

 

Web request succeeded.
Response matched expected content.

Conclusion: success! Can run API commands locally from this server to itself.

 

 

An insight would be a great help :)

 

 




#13473 [Solved] Request Entity Too Large - When doing a simple save on email settings

Posted by gsonline on 28 June 2017 - 03:36 PM

I literally spent 30 min with my hosting support team to try to figure out this problem - Looks like you were spot on when it comes to the Grammarly plugin! 

So I opened it up in a fresh incognito window and it works like a charm!

 

Thanks for the amazing support :) 

 

Problem solved 




#13453 [Solved] gmail SMTP Blocked - Review blocked sign-in attempt

Posted by gsonline on 27 June 2017 - 09:28 AM

Found the answer :)http://community.x2c...-apps-settings/