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ahouston

Member Since 26 Apr 2014
Offline Last Active Feb 26 2019 11:53 AM
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Posts I've Made

In Topic: How would I go about getting leads from other sources into X2?

26 February 2019 - 11:56 AM

X2 has yet to make a public Zapier connection, however I have connected several modules into Zapier using developer mode and am available to help others do the same.


In Topic: Google Integration without GSuite

26 February 2019 - 11:49 AM

Been a few versions back, but I had a client connected to a regular gmail account and google calendar. I think you can do it.


In Topic: Error when send email with attachment

11 December 2018 - 06:24 PM

Duh - already mentioned at the top of this thread, http://community.x2c...-ver-7-upgrade/

sorry.


In Topic: Document merge - How to make a document template ?

05 December 2018 - 07:37 AM

I'd suggest a workflow to send your data from X2 to a service such as pdffiller. from there, the file can be saved to dropbox, box, drive, etc and then a link or actual file sent as an attachments


In Topic: Tracing source of data

01 December 2018 - 07:02 AM

Took another look and you can’t surface those fields onto forms anymore. So only other choice is To look at those columns on backend in the database.