The issue has to do with field names. On the back end a field called "age" could be saved as "c_age" the "c_" denotes that this is a custom field that a user added. So if contacts came out of the box with an age field it would be saved as "age" in the sql data. If you added an "age" field to leads so that you could convert the contact to lead it would not work, since lead would have "c_age" and contact would have "age", and since "age" does not equal "c_age" the data does not get converted.
List capabilities for Accounts, Opportunities, Leads, so all 3 can now can be curated into smaller data sets, added into campaigns at any time.
Ability to campaign using list made from Contacts, Accounts, Opportunities, and Leads.
New Conversion Tool
Convert Lead to Contact - for additional opportunities
Convert Contact to Lead - for new opportunities
Assign Leads and Contacts to Accounts - for account based management.
Multiple levels of Unsubscribe
Changed the Unsubscribe Page so that it will now scan for the text “(PLACE_OPP)” on your unsubscribe page and replace it with a list of options for unsubscribing. If it can’t find this text it will mark the lead or contact “doNotEmail” and echo out the text “You will no longer receive emails from this sender.”
Improved email send performance - bulk custom email delivery improved performance up to 10X pending hosting provider, database and network performance
Microsoft Outlook ® calendar integration
Miscellaneous bug fixes
Addressed issues with google calendar sync fixing when calendar had too many events the connection would time out
We are pleased to announce the release of X2CRM Open Source version 7.0. This release features a number of new capabilities including major updates to our Marketing Automation, new listing capabilities, conversion options, and a new outlook calendar integration.
Listibility for all! The list tools are now included within the Accounts, Opportunities, and Leads modules. Build dynamic or static lists as needed, then separate your data the way you want.
X2CRM has expanded Campaign usability. Campaigns can now be run using lists from Accounts, Opportunities, and Leads. On top of that, we have added a suppression list and multiple levels of unsubscribe for marketing teams to implement.
A new Outlook for X2! Your Microsoft Outlook calendar can now be synced to X2CRM so you never miss an event or meeting, and your events associated with customers and prospects are tracked.
7.0 ushers in a new era for open source CRM. Please provide comments, feedback and requests within our community forums. As always, thank you for your support.