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  1. 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 a
    6 points
  2. We have a sad announcement this afternoon regarding a very special user here. Atilla, who was with us since June of 2017 passed away this month. On behalf of X2CRM I would like to send his family and friends our condolences and to Atilla personally, our appreciation for all the hard work he put on this forum. Without Atilla, X2CRM would not be where we are today and we want to again thank Atilla for all the effort he put into this forum. Thank you Atilla, and may you rest in peace. Sincerely, The X2CRM team
    6 points
  3. Hi John, First of all, can I emphasise how big a fan I am of X2Engine! I love it. On top of a solid CRM, if I want a custom solution, I can deep dive into the code and craft a response to my unique situation. I'm able to fix bugs, and change anything I want. Under the old licence structure I was a paying Pro customer. There are many many positives about X2Engine. There's been a change over the last 12 months though. Right now, there's no roadmap, something every tech company at your stage of development has, and requests for one aren't being responded to. It would be great to know whethe
    6 points
  4. Hello Donna, X2CRM is not compatible with PHP 7.1 at this time. We will reach full compatibility before Mid-December. We do recommend backing up any site files as well as the database before update.
    4 points
  5. Hello everyone, Boy this TechTalk is a bit overdue, I delayed it a few week so we could give 6.5 more time. It does provide good introductions to new location or X2Checkin, Google Maps, major Calendaring and Google sync improvements and X2Touch mobile 2.0 features. We are about to release 6.5.2 within the next few days. Over the coming weeks we are planning to do major documentation, video and website updates to help show you how to easily design, deploy and manage your X2CRM system. X2TechTalk V: X2CRM 6.5 Preview https://player.vimeo.com/external/196632087.hd.mp4?s=227542a26cc857c45004c3
    4 points
  6. Hello X2CRM Community, With X2CRM 5.0 release this past December we have been spending most of 2015 working on fine tuning X2 with a number of small releases ending with 5.0.9. On the side we have been working on our next functional enhancement release, X2CRM 5.2 scheduled for release at the end of July or the first week of August. It is likely we will follow 5.2 with 5.3 in September including additional mostly calendar focused enhancements. We will be sending out newsletters and such with more detail, until then here is high level list of the features planned for 5.2-3 later this month.
    4 points
  7. This how-to will be a little bit technical, but its really not that bad. It also requires the pro or platnium downloadable version of x2engine. It also requires the use of composer... Setup Install Composer: Make sure you have composer installed: https://getcomposer.org/doc/00-intro.md#installation-linux-unix-osxAdd phone number package: Add https://github.com/giggsey/libphonenumber-for-phpto your main composer.json: composer require giggsey/libphonenumber-for-php:~7.0 Add composer autoload to config files:Create the file custom/protected/config/web.php . Add to the top (after <?php):
    4 points
  8. We are looking for an upgraded translation...from what we have created ourselves. Please post your translation to this forum and we will includ it in the next release. -john
    3 points
  9. 8.0 12/6/2019 New Enterprise Features: * Portal Product: * Customer login and messaging for support cases * Invite users to the portal through service case webform * Related Case Solutions: Match service cases by issue for relevant resolutions * Knowledge Base: Create documents that can be searched by keyword or phrase * Responsive Editor for Email Templates: New responsive editor for email templates * Nexmo Call Pop-up: Links to contact with matching number if one exists New Open Source Features: * Sales Quotations Improvements: * Comments are their own line item
    3 points
  10. The integration is still a WIP but you can start using it by going to this link: https://zapier.com/developer/public-invite/11512/15edf7fa62ac542810e0c6e13c80b9da/ Our goal is to convert all of our workflow triggers to Zapier triggers and to convert most native actions to Zapier actions. Please feel free to update this thread with any questions/comments regarding the Zapier integration.
    3 points
  11. Hello Everyone, Today we released X2CRM v7.1 which includes misc. bug fixes and support for PHP 7.2. Please see the release notes below: 7.11/3/2019 General Changelog / Developer Notes X2CRM is now compatible with PHP 7.1+Miscellaneous bug fixes Fixed issue with emailing where mail servers which are not configured to use VERP can still send emailRemoved list option from the reporting moduleA/B campaigns now work with dynamic listsFixed issue where 'do not email' settings would get incorrectly setFixed issue where a 500 error would occur if the 'maxFileSize' attribute was not created corre
    3 points
  12. 7.0 General Changelog / Developer Notes Expanded Listability List capabilities for Accounts, Opportunities, Leads, so all 3 can now can be curated into smaller data sets, added into campaigns at any time. Ability to campaign using list made from Contacts, Accounts, Opportunities, and Leads. New Conversion Tool Convert Lead to Contact - for additional opportunities Convert Contact to Lead - for new opportunities Assign Leads and Contacts to Accounts - for account based management. Multiple levels of Unsubscribe Changed the Unsubscribe Page so that it will now scan for the text “(PLACE_OPP)” o
    3 points
  13. It has been brought to our attention that three vulnerabilities were found in our app. Please take the chance to look over the following fixes for these vulnerabilities and apply them to your installations. These fixes will also be included in our next version. Fixes: Exception handling for invalid input to prevent SQL injection from the ActionHistoryChartWidget Permission check for Arbitrary file download via the global export in the admin control panel and when exporting themes Field purification when processing requests to prevent cross-site scripting (XSS)Files: https://github.com/X2En
    3 points
  14. 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.
    3 points
  15. A little bit of trial and error mixed in with some choice words. I came up with a workaround. "={c_Revenue}- ({c_paidmiles} > 75) *{c_FuelSurchargeRate}*{c_paidmiles}"
    3 points
  16. See also here http://community.x2crm.com/topic/2529-feature-request-store-documents-in-file-system/may we can find a solution... As a workaround, we´ve configured a (local) webserver with directory-brwosing pointing to our file-server. Then defined a custom filed: <a href="http://fileserver/{c_path}/{name}.pdf"{c_hrefblank}>{name}</a> But the user has to manually fill in the file-name and put the file to the fileserver manually also. But with the custom filed, from now the file is accessible by X2. c_path = directory on the webserver (changed from year to year by admin) n
    3 points
  17. you have to create trigger, for example "Record Updated" -> Compare attribute "Sales Stage: Won" -> Create record: record type accounts; Select Name and set attribute to "={name}". See attachments 1. 2.
    3 points
  18. Hi, If I have a developer make custom improvements to X2CRM is there a way to share it with the rest of the community or a way to share it with the X2CRM team to maybe add it to the next X2CRM release. Thank you
    3 points
  19. I'm on day 2 of an evaluation of X2Engine. What began as a skeptical test has quickly turned into a migration, complete with importing all Contact records and re-creating automated tasks. X2Engine is obviously a well polished, thoughtfully designed, and robust web application for CRM. A few subtle features are missing, however this is easily my preference versus poorly integrated and often buggy features in other systems. My experience with CRM systems, in the past, has been a frustration, almost to the point of being a nightmare. In comparison, X2Engine (or XCRM if you prefer) has worked ou
    3 points
  20. Hi, After many hours trying to integrate X2CRM and Mailchimp, I finally found something that may be usefull. It sends every contact to a Mailchimp list. Follow this steps: 1. Ceate a Workflow with the trigger "Record created" to contacts. 2. Add the action "Remote API Call" to the flow. 3. Fill the fields like this: URL: https://[your-mailchimp-server].api.mailchimp.com/3.0/lists/[your-list-id]/members Method: POST Use JSON payload? Checked JSON: { "email_address": "{email}", "status": "subscribed", "merge_fields": { "FNAME": "{firstName}", "LNAME": "{
    3 points
  21. 5.4.2 1/7/2016 General Changelog / Developer NotesX2Touch changes:Added support for the Topics moduleModule form layouts can now be customized from the new "Mobile App Form Editor" admin pageImproved error handling of automated email loggingAction History "Email From" filter now includes logged inbound emailsNew option on the "Email Settings" admin page to enable List-Unsubscribe email headerUpdated module delete functionality to clean up associated custom module summary widgetsUpdated Process module to allow for financial information on any module typeTracked Bug Fixes:3189: CDbCommand failed
    3 points
  22. My progress (untested... going live on my site today so I can test). So, basic usage. Step 1: Enable UserID in your google analytics account: Admin->tracking info->user id. See this image: http://screencast.com/t/nUv0J3MhdGZ Step 2: Add the following javascript to your site (below the webTracker.php script): /************************************************************** * included from http://www.quirksmode.org/js/cookies.html *************************************************************/ function createCookie(name, value, days) { if (days) {
    3 points
  23. 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
    2 points
  24. Hello Success, We have a Zapier integration in the works, as of now it can only do basic operations (create contacts, accounts, leads etc). Are there any features in particular you would like the integration to implement?
    2 points
  25. Hi Guys, I've noticed that once you have created a segmented list, the mass options are limited, in my opinion the useful one such as - add to Relationship,- add a Note - add an Action .... etc are not available - see the pics below to get an indecation of what I mean Any reason for this ? and can we get these additional options in a segmented list Thanking you in advance as always. Attila
    2 points
  26. - X2Peter (See http://community.x2crm.com/topic/3772-issue-after-updating-to-71/)
    2 points
  27. Please note that you will also need to re-enter your app credentials from manage apps, including your Google integration credentials as the previous cipher used with mcrypt has no analogous cipher in openssl.
    2 points
  28. Thanks Peter ! No, no : I don't intend to ban on the notifications. I definitely wasn't clear on this. My two lines are meant to suppress the notification lines in the apache logs. There is, for a single user, one line per second added to the log. That's huge ! It not only bloats the log, it makes fail2ban scan loads of data that are good. I chose to suppress the line on apache-level instead of with an ignoreregex in fail2ban. Protecting against brute force login attempts would be nice, but I don't see a 403 on wrong login. But I maybe try to hack up a new repeat-offender filter that check
    2 points
  29. [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 !!!! WHOOOHOOORewriteCond %{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.x2crm.com/topic/3684-gra
    2 points
  30. Hi alt_f4, I managed to fix it in form editor. For anyone who's looking for a solution to the same problem, I went to Admin > X2Studio Customisation Tools > Form EditorWhere it says "Model", I selected "Contacts" in the drop-down menuIn the "Version" drop-down, I selected "Form (Default)" - this is what you see when editing a contactIn the Field List to the right of the screen, I dragged the "Do Not Email" box onto the form on the left, then clicked saveI then went back to the "Version" drop-down list, at the top of the page, and selected "View (Default)". This is what you see when j
    2 points
  31. Its good to see others using docker. We've been running x2 on docker for about 3 years now. Updates can be interesting, but otherwise works great.
    2 points
  32. Hi I am looking for CRM and I do like X2CRM but I would like to know if there is a way (the best to be if automatic) how to push X2CRM contacts to my gmail or gSuite contacts Thank you Radek
    2 points
  33. 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.
    2 points
  34. Open up .htaccess comment everything out temporarily. save file then restart Apache. Now try and update your certificate. I had to do on one of my installations. Once it's been updated be sure and re-enable the line you commented out and restart Apache.
    2 points
  35. Hey sebx, That does sound like it would become a useful feature, similar to what we have on X2Community how we have our wiki available. Thank you for your suggestion!
    2 points
  36. How can I track the date an email is opened so I can make a report of that data. What I need to do is save the date and time of the email open How do I do this with the workflow? I know this should be very simple but I can't seem to figure it out - I want the date of the field should be the time that the email is opened. UPDATE **** Figured it out 1) made a new field (email open date) 2) made a flow to add date of last activity when an email is opened --
    2 points
  37. Hey medotron, Yes updating to 6.9 would be the best option. The open source will still receive the most recent bug fixes. In regards to the recurring expire bug, that bug is now fixed in 6.9. Make sure you clear your cookies after you update.
    2 points
  38. Currently there is no way to use the UI to split the non-openers from your list. This won't work for a campaign you've already executed, but in the future you should be able to do so using tags. You'll want to tag everyone on your list with a tag specific to that campaign, like #spring17nonopener. Then, set up a workflow to trigger on Campaign Email Opened, limited to just this campaign. Then, add an action to remove the #spring17nonopener tag. With this in place, you can create a new dynamic list based on the Contacts who have the tag.
    2 points
  39. I am a paid Ultimate user , local installed, Windows10 , but new to X2CRM, a very very good program !!! I wonder, if I have done an Import of Accounts/Customers say 50.000, can I then Mass Delete all those, if for some reason later , I did forget some Custom fields in the CSV files,to be imported? In Zoho I had similar problem and could do only 50/100 per page and in Apptivo the same, mass delete in Apptivo Customers.Contacts mass-delete was running OK, but it went to the TRASH module, and there it can only be deleted per 50 per page. Apptivo is now working (in the Code) to help me to up
    2 points
  40. Found a Wordpress plugin that works with Contact Form 7 as an alternative method for capturing web leads to the x2CRM packaged web forms. Also, adds the web tracking snippet to the website for tracking visitors. Figured I share in the event someone was looking http://bit.ly/2cmZDLp
    2 points
  41. With the start of a new year I would like to take a moment to do a quick recap of 2015 and to share our plans for 2016. Before I start I realize that you many not be that interested to know how we create, build and manage X2CRM software and cloud services. Perhaps being a smaller software company with a very high ratio of software developers it is easy for us/me to get very feature vs solution focused. I know I have gotten a little too specific with features and have not also provided more business focused guidance and real world customer examples on how to unleash the power of X2CRM to dramat
    2 points
  42. Hello! PublishItNow's solution of editing the files is definitely a way to resolve the issue. We don't currently allow removal of the links in our marketing campaigns in order to comply with regulations related to email marketing. While in some cases (like sending an internal email) it makes sense to not need the link, the vast majority of marketing campaigns would require an unsubscribe link and we don't want to be held responsible if someone is violating email marketing regulations. Jake
    2 points
  43. General Changelog / Developer Notes: Fixed bug which caused "Discard unsaved changes?" dialog to display incorrectly in certain casesFixed bug in module import which could break link-type fieldsFixed bug in records export which caused the custom delimiter/enclosure to be ignored in the resulting CSV headerFixed bug in records import causing Action descriptions to be ignored if the ID field was mappedFixed bug in records import which attempted to insert ActionText even if the Actions model failed validation, resulting in a constraint violationTracked Bug Fixes: 3099: Missing argument 1 for Goog
    2 points
  44. Highlights Professional Edition Changes:Google+ integration:Google+ Profile widget allows display of Google+ Profile data on record view screens.Google+ Profile search featureNew X2Workflow Splitter enables concurrent execution of flow branches, simplifying creation of complex flow logic.Added mass actions to Email Inbox profile widget. It's now possible to delete, log, and flag emails directly from the profile page.X2Workflow Remote API Call action now supports nested JSON payloadsDefault processes can now be set on a per module basis.New "Redirect URL" option in web form designerTags column
    2 points
  45. Been running an instance on Google Compute Engine and its been great both in terms of performance and availability. They even have a Click to Deploy option for X2CRM to get up and running quickly.
    2 points
  46. Fixed! <?php$username = "admin";$password = "<userKey>";$contact = array( "firstName" => "Walt", "lastName" => "White", "email" => "walter.white@sandia.gov", "visibility" => 1);$ch = curl_init();curl_setopt($ch, CURLOPT_URL,"http://mydomain.com/index.php/api2/Contacts");curl_setopt($ch, CURLOPT_HTTPHEADER, array("Content-Type: application/json; charset=utf-8;")); curl_setopt($ch, CURLOPT_HTTPAUTH, CURLAUTH_BASIC); curl_setopt($ch, CURLOPT_USERPWD, $username . ":" . $password); $data = json_encode ($contact);curl_setopt($ch, CURLOPT_POST, $data);curl_setopt($ch,
    2 points
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  48. Hi Tony, with the above discussion in mind, how do I re-subscribe a contact to a newsletter. it seems if they clicked unsubscribe its done. they can NEVER resubscribe. Even if I toggle the Don't Email tick boxes in their contact details. And as discussed above, the tabulated Newsletter subs list, although showing who gets and doesn't get, cannot be changed by admin. You guys I think will seriously have to ad functionality to control this Newsletter subscription tick boxes manually. This includes if someone unsubscribed and they fill in the same newsletter webform again for the same newsle
    2 points
  49. This should be possible. Our web tracker, web lead forms, and targeted content embed codes should all work regardless of what you have set as your "External / Public Base Url" in your admin settings. Setting the "External / Public Base Url," at least for the purposes of web tracking, merely determines the url that gets used when embed codes are automatically generated. If, for example, your public base url is set to "http:// www.siteA.com," then your generated web tracker embed code will look like this: If you wanted to track contacts on www.siteB.com, you could manually replace "siteA"
    2 points
  50. We are working on a new customer service module for X2EngineCRM. For the 1.0 its is a straight forward case management module. Please feel free to post your requested features to this forum so we can try and include them in the module. -john
    2 points
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