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X2Raymond

Member Since 09 Dec 2013
Offline Last Active Jul 07 2017 03:15 PM
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#13511 Is there any way to set default email format?

Posted by X2Raymond on 05 July 2017 - 08:24 AM

Yes that's correct, currently the email format can only be quickly configured by using Email Templates in the Docs module. However, I can see having a "default" email template, perhaps configured per-user, being useful for many verticals, for example to enable quicker and more consistent responses in a customer support team.




#13496 [Solved] Cron Table - Reload without updating

Posted by X2Raymond on 03 July 2017 - 10:16 AM

Excellent, great to hear that the wait actions are functional! No problem, glad I could help, I'll go ahead and mark this thread as "solved."




#13493 [Solved] How can I get the url from aWeb form lead

Posted by X2Raymond on 03 July 2017 - 08:19 AM

Hello Eugene,

 

Ah yes, makes sense. One way to do so would be to add a new custom field to your form to store their source URL, then add some custom JavaScript to capture the referrer (the page the weblead form iframe was loaded on) in the source URL field. You'll also want to insert some custom CSS to hide the source URL field on the form so as to not confuse the user. Please see the following screenshot for an example weblead form configuration, assuming this new URL field is called "sourceUrl":

 

Attached File  formReferrer.png   54.64KB   3 downloads

 

Raymond




#13492 [Solved] Cron Table - Reload without updating

Posted by X2Raymond on 03 July 2017 - 07:44 AM

Ah yes, then it is likely a cron restriction for the web server user. Since you can add the cron jobs with your cpanel, feel free to add the web request method to your cron table as well.  Both this method and the command line method invoke the same backend methods, but it is always good to have redundancy. If you can use wait actions in X2Workflow, then your cron is configured and working.




#13483 [Solved] Cron Table - Reload without updating

Posted by X2Raymond on 29 June 2017 - 10:29 AM

Hello,

 

Unfortunately I wasn't able to view the screencast, I got a 404. However, if the form is not updating on page reload with the option enabled, then it may be due to cron configuration. What operating system are you hosting X2CRM on? If you're on a Windows system, you'll need to use another system like Scheduled Commands to run the commands. If you're on Linux, it may be best to check for the presence of /etc/cron.allow and /etc/cron.deny, and make sure that either the web server user is included in the former, or not included in the latter.

 

Raymond




#13482 email send throttling

Posted by X2Raymond on 29 June 2017 - 10:26 AM

No, unfortunately email throttling is not applied to emails sent via workflow. Throttling these could be preferable in some cases, we will consider possible use cases and implementation for such throttling in the future.




#13481 [Solved] wired problem. sent email from x2crm, but it always sent two times....

Posted by X2Raymond on 29 June 2017 - 09:39 AM

Hello medotron,

 

Excellent, glad to hear you found the cause! The "copy to sent" functionality is option, due to the varying behavior between Email Service Providers. Some providers, like GMail for example, will automatically copy sent messages to your sent folder, but for other providers this will need to be performed manually.

 

Cheers,

Raymond




#13480 [Solved] Request Entity Too Large - When doing a simple save on email settings

Posted by X2Raymond on 29 June 2017 - 09:34 AM

Excellent, great to hear that has resolved the issue! We've seen this happen a couple times in the past, as recently as a few weeks ago.

 

Cheers,

Raymond




#13469 [Solved] Request Entity Too Large - When doing a simple save on email settings

Posted by X2Raymond on 28 June 2017 - 09:44 AM

Hmm interesting, would you happen to be using a browser plugin like Grammarly? We've found that this plugin adds a large amount of overhead into some form submissions, in particular the Docs create/update page. If you're using Apache, I'd also suggest checking whether mod_security is enabled, and if so, try increasing your SecRequestBodyLimit in your config.




#13468 [Solved] How do I setup Macro's ?

Posted by X2Raymond on 28 June 2017 - 09:39 AM

Macros can be created with X2Workflow. First, navigate to the marketing module, then hit "X2Workflow" in the left-hand menu. Create a new workflow, then select "Macro Executed" as your trigger, followed by whichever actions you would like to perform. Then, view a record of your chosen type, and you should find the macro widget in the top right corner, with a dropdown of available macros. You can also select multiple records on a grid, hit "More" above, then select "Execute Macro." Hope this helps!




#13459 email open tracking

Posted by X2Raymond on 27 June 2017 - 09:54 AM

It is possible, but not yet on the roadmap. However, there are a number of hurdles which would limit the effectiveness of this. Many email clients cache remote resources, such as images. Since the open tracking works by logging the request for the invisible tracking pixel, if it was not requested again, we would not know that the email was opened again. Additionally, some email web client providers, Gmail in particular, fetch and cache the tracking image on their own servers, which would mask each subsequent open.




#13401 [Solved] need quote and invoice improvement

Posted by X2Raymond on 15 June 2017 - 09:12 AM

Excellent, glad to hear this has resolved your issue! I'll update this thread as "solved."




#13394 [Solved] need quote and invoice improvement

Posted by X2Raymond on 14 June 2017 - 10:28 AM

Have you customized your Quotes form layout? That format is just used as the default, mirroring the record ID. You should be able to provide your own name on create/update of a Quote. If you've removed the name field, you can add it to your form again with the Form Editor under the X2Studio tools in admin.




#13387 Auto Merge Duplicates on Web Leads

Posted by X2Raymond on 12 June 2017 - 10:09 AM

The checkbox you noticed on the web form settings page applies only to X2Identity detection. With this disabled, duplicate detection will only be performed with a field comparison. When a web lead form is submitted, the received values are used to perform a lookup for any existing contacts with the same attributes. After this, if enabled, a lookup will be attempted using the fingerprint. In both of these cases, when an existing record is found, it is merged with the new data instead of creating a new record. While you should see multiple Activity Feed posts being created, they should all reference the same contact (same ID). Please let me know if you find this to not be the case, and if so, please forward me the results of the following query, replacing your contact name as appropriate:

select id, name, email, fingerprintId, assignedTo, visibility, dupeCheck
from x2_contacts
where name = 'My Contact';

Also as an aside: when testing any functionality that uses X2Identity, you'll need to ensure Do Not Track is not set in your browser for a fingerprint to be taken. However, this should not be affecting the base duplicate detection performed on the field values.




#13293 Any possible to add logo in footer

Posted by X2Raymond on 17 May 2017 - 01:23 PM

No, this is not yet possible unfortunately. Currently you can upload your logo for the top-left icon and the login page on the "Upload Your Logo" page in the admin panel under User Interface Settings. You may be able to put your logo in the footer with some custom CSS under the Edit Global CSS page, also under the User Interface Settings admin section. However, please note, it is against the terms of the software license to remove the "Powered by X2Engine" logo in the footer.