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Member Since 21 Aug 2014
Offline Last Active May 14 2020 04:52 AM

#16232 Help with Database Recovery download link after upgrading

Posted by eugeneb on 03 March 2020 - 12:16 AM

Thanks Clifton.


I though so. Will try and sort it out from client side. Thanks for the help

#16202 Successful upgrading from 7.1 to 8.0

Posted by eugeneb on 19 February 2020 - 09:59 AM

Hi X2'ers,


I have started upgrading my 45 odd X2CRM clients throughout South Africa. Still have to do about 10 but so far not one problem. Wow, well done. 


I have been playing with v8.0 on our own primary system since its release and haven't found issues. But still playing, holding thumbs as some of my customisations with client systems is quite intense. 


Still a super happy X2CRM user and advocate!

#15697 Known Niggles with Ver 7.1

Posted by eugeneb on 04 June 2019 - 03:18 AM

Fantastic news.!


Thanks for the update

#15626 Known Niggles with Ver 7.1

Posted by eugeneb on 11 April 2019 - 11:04 PM

Hi guys,


I have been updating my little bugs and niggles list for the recent version. Maybe someone else also have these with either a solution or not?


    1. Login Screen
      1. the Login Button doesn't have or get focus when login is this for using Enter button on keyboard. Thus after typing details you have to mouse over and click SIGN IN
  2. BUGS
    1. Login action
      1. On log in of all our systems sometimes, after login occured and you are directed to your default dashboard page we get this error: 
        1. ‚ÄčError Code: 500 Error Message: CDbCommand failed to execute the SQL statement: SQLSTATE[23000]: Integrity constraint violation: 1062 Duplicate entry 'tc0fbig8b9tmpeehf0u9l860l2' for key 'PRIMARY'
    2. Lists
      1. Static list cant add contact in anyway. Can only use Dynamic lists. When selecting contact/s and tryaing to Add to List it just hangs and timing circles just spins
    3. Docs
      1. Folder. Moving an email template/s to another folder where there is more than one page of folder available, you can't select another page to choose your folder. Gives following error Error 404: Unable to resolve the request "docs/getFolderSelector/id".


#15548 Gravity Forms Integration Solution [SOLVED AND AVAILABLE]

Posted by eugeneb on 26 February 2019 - 12:17 AM

Hi guys,


sorry for the late reply. Lets see if we can fix this.


From what I can see I still have some things different which will make a difference. You need to create some fields in Gravity with default values. These values you then need to put into the relevant fields of the 3rd party plugin. They are separate from the user fields you need the client to complete.


GF Fields: I usually separate and Group my fields on Gravity Forms to know what they do. I have attached screenshots (Shots 1-3) to show you. First I group SETTING type fields and then any other fix values I want to pass through I put in FIELDS group. All these fields are on the Gravity form with default values, but hidden from the end-user. By doing this you can use these values in your 3rd party app. You can see the default values I have in the fields in grey.


3RD PARTY PLUGIN: You will need to setup like I have in my screenshot. Especially the Content-type. If setup in the field, then you can use this in the header also. The final screenshot shows how I mapped all fields and Header setting.


If your .htaccess file is setup right, this should pass through. Remember to include the Visibility and AssignTo fields as compulsory seeing as just creating a user via the API will leave these field nulled thus your contact wont show in X2 front-end even if it was created in the X2 DB. By setting the Visibility and Assignto values your contact will show.


Let me know if you guys get it right.

Attached Files

#15233 Auto fill fiels in Custom Modules

Posted by eugeneb on 30 October 2018 - 08:32 AM

Hi John,


I combined answers for you.


First post, sorry I am still lost. Basically your last piece of your request...:-) 


1. Lookup field with +: When you start typing a name into a lookup field, it will bring up a list of the related names from the module where that lookup is linked to. So say you type Joe Soap in your new module lookup field from Contacts, if Joe Soap exists in the Contacts module it will show and you can just select the name, which will link the records using Joe Soap. If Joe Soap doesn't exist, you can create Joe Soap by clicking the + sign, which will open to quick create dialogue box effectively creating Joe in Contacts, as well as filling in the name in your lookup field once you Submit.


2. You mention multiple custom modules all with a full name. Thus I understand as a separate action once you selected Joe Soap in the one module and saved, the same contact must then be automated to be filled into the similar lookup fields in the other modules?. So as to avoid looking up the same name in each module? If so, depending on your setup you can use workflow with daisy chain attributes. I can help you also with this.


3. Observation issue: This sounds like its due to compulsory fields that need to be filled in, which might not only be the Full Name field. Remember, the Full name field is done by the system as a combo of First name and Last Name. The default X2 have various compulsory fields before you can save. (Red star next to field). If any of these fields aren't done it will give that warning. Sounds to me like when you create a contact using the + option from your lookup field, it might be that you aren't completing the compulsory fields, or they may even be hidden from the dialogue box thus you wont know about them. Personally I take off compulsory aspects on fields as they also screw up your forms to collect info.


Sorry for the long answer. Hope it helps

#15212 Send Emails Stopped working after 6.9.1 upgrade

Posted by eugeneb on 26 October 2018 - 02:30 AM

Thanks Peter. Works great!

#15171 Known Issues with ver 7 upgrade

Posted by eugeneb on 19 October 2018 - 12:41 AM

More bugs...


5. Lists in the other modules seem to be problematic. Examples

5.a) list available in left menu of a module isn't available in the module top menu drop-down. Inconsistency.


5.B) Reports Lists menu option crashes


5.c) Products Lists menu option crashes


5.d) Leads Lists
5.d.1) Menu option changes left menu and then doesnt have Leads List as top option. Selecting Lists from Leads becomes a Create menu feature. Should have Leads still at the top

5.d.2)) Leads Lists - Creating dynamic list criteria comes from field in Leads module. However, grid view of the list shows fields from Contacts module, not Leads module. This Gridview cant really be used with your fields from Leads module.


5.e) Opportunity Lists - Creating dynamic list criteria comes from field in Opportunities module. However, grid view of the list shows fields from Contacts module, not Oppertunties module. This Gridview cant really be used with your fields from Opps.


5.f) Service Cases Lists menu option crashes


Hope this helps

#15170 How do I link modules

Posted by eugeneb on 19 October 2018 - 12:25 AM

Hi John,


you can do all the above via the interface and workflows basically.


On linking this is quite a funky feature. You are somewhat right that each module acts on its own. However, X2 has this unique view of almost a many to many type relationship between modules you can use. On the interface you see this from the RELATIONSHIPS widget on a record. But to create this relationship is easy simply by creating a field in a module using the LOOKUP field option and selecting the other module. This effectively links, via that field the modules.


If a relationship exists between modules, you can daisy-chain fields to use formulas also in workflows. In other words, in your new module, if linked to a Contact record from Contacts, you can (using a workflow) update say the email field in New from Contacts. Thus 'pulling through' the Contacts email field from Contacts to the new module field. Powerful feature I use a lot.


Hope that makes sense.

#15145 Known Issues with ver 7 upgrade

Posted by eugeneb on 17 October 2018 - 12:13 AM

Agree with Attila on those points. Weird to add Company as another linked field. I would have just named the field in the form and kept accounts.


Here are other bugs following your numbering sequence:


3) Reports module left menu LISTS option creates Error 500. Not sure what this Lists option does, assuming its to do reports on lists?


4.a ) eMail from Contact records creates over-sized dialogue box hiding the Top bar of the email dialogue box. Thus to resize in order to type email means zooming out of your browser to see the complete email dialogue box. then resizing it. 


4.b ) Resizing the bottom and right of the email dialogue box has some hidden gap. Hovering over the box border doesn't show the sizing handle, you have to move away from the actual box to get the sizing handle. Minor but will confuse many users.

#15090 Tag Widget

Posted by eugeneb on 29 September 2018 - 11:56 AM

No worries John, to create a tag you don't do it in the tag cloud. The cloud just shows tags already used in the system. The tags in the cloud you can however drag and drop onto a records tag widget.



Creating a tag is easy. In any record such as a contact record, just click and type in the contacts tag widget. You will see it starts creating the tag. On Enter, it will have created the tag on the record as well as in the tag cloud.


Tags are also created by other means such as workflows, forms completion etc. Also the system sometimes creates its own internal tags. TAGS ARE AWESOME!


By the way, you can hide the record tag widget also and if so its available to re-display by clicking on the gear wheel.

#15081 Testing my API but not getting

Posted by eugeneb on 28 September 2018 - 08:38 AM



I found the problem after much searching. Crazy how the answer is sometimes closer than you think.


On my server I use Fast-CGI for PHP. This prevented the Username and API key to pass through. To solve I updated my .htaccess file with the following:


RewriteCond %{HTTP:Authorization} ^(.*)
RewriteRule .* - [e=HTTP_AUTHORIZATION:%1]
Passing through perfectly and this created a great solution for a integration between Gravity Forms (Wordpress) and X2CRM.
My solution is also posted on this forum at: http://community.x2c...-and-available/

#15080 Gravity Forms Integration Solution [SOLVED AND AVAILABLE]

Posted by eugeneb on 28 September 2018 - 08:38 AM

To anyone interested.


I have long since been looking for an elegant solution for integrating another more flexible form-tool for WordPress with X2CRM. Some other guys tried developing WordPress plugins but I was never able to work with that.


I extensively started using Gravity Forms (GF) on all my and customer sites due to its incredible flexibility and ease of use. Using GF I tend to always ask the contact details and then my custom field, which I don't always need in X2, but would like to capture the contact and maybe do some cool automation stuff. I tent to prefer not to hard code, to avoid custom dependency.


I found a great and elegant solution for this and it works great. 


Using Gravity forms there is a little known GF plugin called SEND TO THIRD PARTY. This simplifies the RestAPI POST call by giving you a simple plkug and play type page with additional GF settings. Install the plugin in WordPress and in Gravity forms you can easily set it up to post to X2CRM by completing some key fields.


I initially had a problem accessing my API which I was able to solve on this forum thread: http://community.x2c...ut-not-getting/


So now I can use GF fully and send the contact and fields info over to X2CRM. Adding tags directly, making lists and using X2Flow Record Create triggers do even more with the new record comming in from GF.


I hope this helps someone else that also wants to use Gravity Forms for more advanced form features on your website.

#15043 Lists - mass functionality

Posted by eugeneb on 30 August 2018 - 08:46 AM

Agree to this being helpful.

My work around is using the top field filters on Contacts to get the same basic list, using conditions (only for dynamic) obviously, and then bulk updating.

Or on the list, bulk ad a unique tag then using the same technique as above to get the list contents but under contacts, where you can do anything more.

#15040 Forms on public sites not showing

Posted by eugeneb on 30 August 2018 - 08:37 AM

Any news on this?