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Member Since 14 Jun 2017
Offline Last Active Yesterday, 02:00 AM

Posts I've Made

In Topic: Fix for "Add to list" and "Remove from List"

17 April 2019 - 11:35 PM

Thanks Jake


works perfectly,



In Topic: Known Niggles with Ver 7.1

12 April 2019 - 09:09 AM

4. Login Screen 

  1. Sign in with Google -
    1. the "Login to Google" button  does not appear anymore - possibly due to the Google+ API that has been suspended

 5.  Workflow

  1. Add to + Delete From lists -  autofill not working  Fixed see Jacks code for an interim solution if you cant wait for the official release  (http://community.x2c...ist/#entry15633), 
    1.   I believe X2Jack is working on this   
  2. "Update Related Records" option
    1. The above is a useful option when needing to update related record,  in my case to create tags to populate lists when certain conditions are met. 
    2. X2Clifton  helped  establish the need for this option to be added.    

6.  Docs 

  1. Sorting docs in the Doc Module
    1. Currently the files are listed A-Z  With no option to sort, name, owner, date or search as one has in for eg a "gridview" mode in the Media module 

7.  Future Mail campaigns

  1. No reporting
    1. When running future scheduled Campaigns-  the campaign runs as its setup to do but there are no report stats as normally shown.     


XYZ.   Document Template Generation. (wishlist)

  1. When creating a Document template one has the limited option to link it to Contact or Accounts or Media or custom modules,
    1. This sorely limits the possibilities that could be had by having access to all modules placeholders (database fields),
    2. Something as whats is currently available when generating a Quotes template - dynamic variables such as {Contact.firstName}, {Quote.dateCreated}, {Account.name} etc. but its limited to the 3 modules only.       

In Topic: I need to make a list using the data from a previous email campaign.

11 April 2019 - 12:28 AM

thanks Jack I will send you a DM 

In Topic: I need to make a list using the data from a previous email campaign.

10 April 2019 - 04:50 AM

1) Open Workflow, select trigger "Campaign Emails opened"   

2) select previous Campaign name you used,

The difficulty from here is that the Add to  and Delete from list  does not work in 7.0 & 7.1  so you might want to

3) add a  edit a tag  stage - add - #mailopened  which will then be sortable in gridview on that tag name,  once selected,  you can then do a mass action

4) more...   new list from selected   

In Topic: Download for ver7.0+

09 April 2019 - 11:34 PM

Take the trouble to read up on X2crm ver 7.1 and support for PHP 7+  before making incorrect  statements -