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eugeneb

Member Since 21 Aug 2014
Offline Last Active Today, 02:16 AM
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#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.



#14630 Cant filter more than one filed in Grid view

Posted by eugeneb on 31 January 2018 - 04:43 AM

SOLVED

 

I see it works on the new version.

 

Thanks guys




#13502 [Solved] How can I get the url from aWeb form lead

Posted by eugeneb on 04 July 2017 - 09:33 AM

Awesome Ray, it works fantastic,

 

FEATURE APPLICATION:

The value of this little feature is using one web-form on various products on an online shop where customers can ask product specific questions per product. Because you know where the question originated from, you can answer for that specific product. Using this field in your user notification email you can notify yourself quickly to help a customer. I also use a eMail-to-SMS server to send me SMS notifications and this little field info makes the world of difference.

 

You guys rock!




#13436 No Process capability for Quotes Module

Posted by eugeneb on 22 June 2017 - 10:14 PM

SOLVED!

 

Excellent thanks Ray.

 

Works great!




#13393 Android app (X2Touch) local account sync

Posted by eugeneb on 14 June 2017 - 07:49 AM

Hi guys,

 

a feature I would suggest is around your X2Touch Android app. The idea is to use the Android Account feature and local DB sync on android so sync your x2 contacts on your phone.

 

This technique we have used in our own apps and works great as you dont need to sync with a third party account like a users Google contacts. In most cases you simply want the contact record on your phone available via 'Contacts' on Android.

 

It can also possibly work better as the 'Settings' area to link your local installed server URL and Sync Contacts option.

 

On Android contacts you have lots of local functionality not available in X2 contacts and Android using multiple account syncs can then easily display your contacts as if on your phone itself.

 

I think the mobile X2Touch has a lot more potential for the guys in the field using mobile devices.

 

My pennies worth!

 

Eugene




#12327 Report on product sales

Posted by eugeneb on 25 August 2016 - 02:08 AM

Hi guys,

 

we need to run a report to show product items sold per month. This is currently not possible from the reporting module.

 

It makes sense if you want to at least get a high-level product sales t match your accounting systems.

 

Thanks

 

Eugene




#12303 HOW TO update custom field in contact from workflow trigger

Posted by eugeneb on 12 August 2016 - 02:51 AM

Hi Netmax,

 

I regularly update field in records and other modules using workflows. If I understand your requirement correctly. However the workflow functionality allows to do this without using API calls. 

 

How I auto update fields is by doing the following, using my own example:

  1. Create workflows triggered by create and/or update record
  2. ad item to UPDATE RECORD
  3. Use {attributes} and {chained attributes} to fill the field values.
  4. I always end of taking a detailed comment on what I did which shows on the records activities list. It help check if the flow worked.
  5. you can use {chained.attributes} if there is some relationship between the records in the different modules.

Here is a screenshot of a typical flow for me.

 

I hope that helps.

Attached Files




#12209 [Solved] Process Stage font change

Posted by eugeneb on 29 June 2016 - 11:38 AM

Asked and answered. I forget that the new version allows for CSS elements. I changed the stylesheet which help.

 

Eugene




#11666 Default font for email template

Posted by eugeneb on 08 February 2016 - 05:19 AM

Hi guys,

 

is there a way to set the default system font for new emails, docs and templates to something like Verdana. The email defaults to Times and one has to change it manually to something else. We use Verdana as default.

 

it would help greatly with generating emails.

 

Thanks

 

Eugene




#10756 Leadform fields for existing customers

Posted by eugeneb on 22 August 2015 - 05:33 AM

Hi Jake,

 

that's exactly whats needed. The decision is basically an admin role to see whats changed and merge accordingly. We use web forms for existing contacts to confirm opt-in for marketing comms etc. But as their information in the web form is discarded (accept for Background field) seeing as they already exist, I had to setup a huge work around using tags and flows to get to a basic solution. A simple ability to not discard field information from web forms but rather just create a Duplicate conflict which a Admin can then merge would be the solution.

 

My question is if this functionality is active in the new 5.2 version. I will test myself however also to confirm.

 

But if this can work like you say, it solve the problem and actually ads quite cool functionality to keep your contact info updated.

I tested and see its still as before. any extra info supplied simply gets discarded. What a waste of important updated customer info...:-(.

 

Jake any info on this feature being added maybe...please please please




#10462 [Solved] Profile page not showing

Posted by eugeneb on 23 June 2015 - 11:01 AM

PROBLEM SOLVED.

 

Awesome guys. The php code change worked. I am back in the operating seat.

 

Thanks a mil. Cant tell you how much I appreciate it.

 

Eugene