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Found 13 results

  1. Hey guys, Who'd be more familiar to how do SQL triggers communicate with an X2CRM, could you comment or share an idea why MySQL trigger below which supposedly should update an inventory level after insert returns a following message: CDbCommand failed to execute the SQL statement: SQLSTATE[42S22]: Column not found: 1054 Unknown column 'x2_quotes_products.quantity' in 'field list' CREATE TRIGGER `INVENTORY UPDATE`AFTER INSERT ON `x2_quotes_products`FOR EACH ROW UPDATE x2_productsSET x2_products.inventory=x2_products.inventory x2_quotes_products.quantityWHERE x2_quotes_products.quoteId=x2_quot
  2. Hi guys, I am working on the Quotes modules and realized you cant activate a Process for any records in the Quotes module. Any reason why? I have quotes that need to have follow a process which I can create X2Flow's for to create accounting actions etc for users and chage the state of the quotes through a process. Any idea how or why this is. Thanks Eugene
  3. Hi, Is it possible to create quotes and invoices with the total currency based on product currency? Thank you in advance!
  4. Hi guys, some advice. I have many users creating quotes. I also have many users. Is there a way to default the 'assigned to' field on creation of a quote to the user that creates the quote. At the moment its either Anyone or you have to select from a very long list of users. i just want the quote to be assigned to its creator. Thanks Eugene
  5. Hi guys, We have a scenario where I have managers and staff. Different access planned for them to be able to create Quotes. Each Role should only be able to work on their own quotes and thus create their own and edit their own. However, if the Access rights for Quotes are set to Only Assigned, you cannot create a quote because the Name field with various others are disabled. If the access rights for View and Update are either set to Only Assigned, the critical and compulsory fields such as Name etc is grey out. Thus you cannot create a Quote record as these fields are compulsory. The onl
  6. Hi, I have records of client purchases of service/product in another DB outside the CRM DB but within mysql host server only. So for a account record in X2 CRM I require a way to automatically create a quote and add data into the quote from external purchases records on every fortnight for example. Note: I already use the X2CRM Account id in my purchases records. Example of main columns of purchase records table in external DB made for all customers: `request_service_id`, `supplier_account_id`, `has_confirmed`, `when_confirmed`, 'service_name'So I need to insert all records in a quote f
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  8. Some of the below have been mentioned before but thought I would put them in one thread * ability to configure line item columns (show or not, change labels, format columns)- format columns, eg not show currency, or decimals- if field not used for any columns in a particular quote have it not show, eg. adjustment- add tax yes/no or percent field per product showing on product line- special tax% line that sums up all the items that are taxable- nice to have: persistent notes that when an Account is selected for a Quotes it populates the notes field, not the existing field but on the is only for
  9. If you look at any quotes (V 3.7 --- check the demo install), the contact field is not rendered properly...it is showing raw HTML. This is because the URL is not a full URL: <a href="/index.php/contacts/636">Buckminster Buckley</a>but should be: <a href="http://demo.x2crm.com/index.php/contacts/636">Buckminster Buckley</a>
  10. This may be a silly question, but I cannot find how to add a discount over the total when creating a new quote, is this possible?
  11. Hi, I found a bug (I think) on quotes module. when you update the status field, the creation date is being overwritten to "December 31, 1969 6:32:49 PM" and the expiration date is being erased. If you try to reassign valid dates to the fields and save the record the updates aren't saved to database. Can you help me? I Also have a doubt. What is the path for the SendReminder program? in the Readme File is written "http://www.[yourserver].com/[path to x2engine]/actions/sendReminder" Of course I replaced the www.[yourserver].com to my domain name and path to X2engine but a 4
  12. How show we use products list and quotes in the sales process.. ? Is the products - a list of all items & services that we offer .. ? Ideally should it be selected when a quote is being given to a prospect/lead?
  13. Hi again, When i select Quotes model name not come Quotes field names in edit field name page. This problem in only Quotes model What can i do for edit quotes filed names? NOTE : I dont touch all models sample fields yet
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