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robert.keir

Member Since 04 Sep 2012
Offline Last Active Jun 30 2020 05:32 AM
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Topics I've Started

Protecting Contacts and X2Leads from "Copy and Paste"

21 October 2019 - 03:56 AM

Hi All,

 

Is there a way to protect the CRM from users from "Copy and Paste" from X2Leads and Contacts into a spreadsheet?

 

I've found this code:

================

 

<script type="text/javascript" src="//ajax.googleapis.com/ajax/libs/jquery/1/jquery.min.js"></script>
<script type="text/javascript">
$(function() {
$(this).bind("contextmenu", function(e) {
e.preventDefault();
});
});
</script>
<script type="text/JavaScript">
function killCopy(e){ return false }
function reEnable(){ return true }
document.onselectstart=new Function ("return false");
if (window.sidebar)
{
document.onmousedown=killCopy;
document.onclick=reEnable;
}
</script>

 

================

 

Where would one put it?

 

 


Workflow Attribute Drop Down Blank

25 June 2019 - 05:51 AM

Hi Everyone,

 

We have found a bug. When using X2crm's workflow and creating an email to a contact, the information required from the attributes drop down menu is blank / empty. Can anyone help?

 

Please see screenshot. 

 


Duplicate Contacts

15 November 2018 - 04:12 AM

Hi Everyone,

 

I'm sure you guys that are really using x2crm are starting to rack up a fair size database size. We are already approaching 20 000 contacts. The reason I'm bringing this up is that we are starting to have duplicate contacts in our system and it's causing problems with duplicate workflows, etc. Also what is happening if the internet is slow the user tends to hit the create button like 60 times and the poor guy is getting 60 welcome emails in the workflow.

 

Is there no way that the system can be modified to first check for duplication and suggest to the user rather to use an existing contact? As far as I understand the system checks for first name, last name and email. 

 

Any suggestions?

 

Thanks,

Rob