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jack

Member Since 18 Oct 2018
Offline Last Active Today, 03:14 PM
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Posts I've Made

In Topic: Duplicate Contacts

Today, 01:14 PM

Hi Rob,


For dealing with already existing duplicate contacts, under the adman page in the "Data Import & Export Utilities" tab there is a mass dedupe tool, and in the future we plan to added more features to help deal with duplicate data.


-Jack


In Topic: Updating from 6.9.3 to 7.0 -> ssh2 extension: required but missing

22 October 2018 - 03:00 PM

Good news, we have posted the changelog here ( http://community.x2c...release-notes/)


In Topic: 6.9.3 -> 7: cannot upgrade with error attached

22 October 2018 - 08:29 AM

Hi Keyoung,

 

What I recommend is doing a manual update. You will have to get the files yourself and unzip them in the right directory. Here is a link to a more detailed guide.

(http://wiki.x2crm.co...es_and_Upgrades)

 

-Jack


In Topic: Process versus Workflow

19 October 2018 - 02:59 PM

Hi John, 

 

If you want only to triggered automated actions then you can just use the workflow, which can be set to activate under different circumstances and can be use to make changes in your records. Process are more for managing and tracking your records. The best solution I can recommend is to use Process to see what stage your records are at and have a workflow trigger off of that stage.

 

-Jack


In Topic: Using X2CRM as Inventory DB with Service report...

19 October 2018 - 02:25 PM

Hi Gregor,

 

You can change those names to your desired labels by going into the mysql database and change the entries in the x2_fields table, this would change the label but on the back end it would still be referred to as first name and last name, if this sounds too complicated I would recommend just making a new module.

 

-Jack