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eugeneb

Member Since 21 Aug 2014
Offline Last Active Today, 06:35 AM
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#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

[SOLVED]

 

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:

 

# THIS FIXES THE F....ING API !!!! WHOOOHOOO
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?


#15028 Workflow Logic Help Please - Solved

Posted by eugeneb on 30 August 2018 - 08:03 AM

Hi Atilla, I tried conditional formats but didn't work.
Not sure what functionality is available.
Would be nice to know how far one can push formulas.


#14974 Filter text re-appears in Chrome in gridview

Posted by eugeneb on 04 July 2018 - 08:32 AM

Hi X2 guys,

 

I just want to ad some weight to this issue. Although we found a work around as above, by never saving your username and password for your site, it is creating serious mistrust in the software due to the impact it has on users. 

 

We found that users do not know the work around and as normal users, can't fix it themselves. The nature of the bug means that if you look at your grid-view, it seems your records are gone or you simply can't reach your records because the bug places your login details into the filter field, thus constantly filtering your records and not showing any records then.

 

As far as I could I informed my user-base of this bug and how to fix it. Problem are users aren't that accommodating when they cant use the basic interface.

 

Any fix yet maybe?

 

Thanks




#14868 Filter text re-appears in Chrome in gridview

Posted by eugeneb on 15 May 2018 - 08:15 AM

[CONFIRMED BUG]

 

Guys I have done extensive testing with Alt+F4's advice (above) and can confirm this bug is based on the chrome saved password for the domain where X2 is hosted. If a password is saved for that specific instance of the domain where X2 is, it autofills the gridview. Passwords saved for other domains dont have a influence. As well as other X2 instances in your browser password list. But passwords for the URL instance you work on, the bug appears.

 

X2, do you guys have a solution maybe yet?

 

Thanks Alt+F4




#14793 Filter text re-appears in Chrome in gridview

Posted by eugeneb on 27 March 2018 - 02:08 AM

Hi guys,

 

I have a weird issue.

 

On our one machine, using Chrome, if I go to a module and see grid-view of records, in the ID field column filter box, text appears for no reason to filter. The text in this filter is from an old filter exercise and has nothing to do with the ID field even.

 

The net result is that the grid-view then filters and obviously doesn't show anything.

 

I have cleared Chrome cache, cookies and all. On that machine if I log into the instance as other users it does the same in Chrome.

 

On the same machine using another browser its doesn't do it. Also on other machines, not the issue also. It seems to be one machine with that one Chrome.

 

Any idea how to fix it?

Attached Files




#14631 Creating Lists - Error 500

Posted by eugeneb on 31 January 2018 - 04:44 AM

SOLVED - With work around.
 
Hi X2 guys, Atilla recommended using the old version 6.9 file CommonControllerBehavior.php which works a bomb.
 
You might want to check there. I am using the old version file for now.
 
Thanks Atilla.