“X2CRM 4.1 on this version new features, updates and fixes.”

X2CRM 4.1 is an open source based Sales, Marketing Automation and Service application designed exclusively for companies that require a tightly focused customer information system.

With special emphasis placed on marketing workflows, sales force speed and process optimization, X2CRM 4.1 is remarkably compact and easy to use.

Changes Details

Process module:

• Powerful new “pipeline” view with drag and drop functionality, showing the combined deal value in each stage
• Sales process stage colors can be customized by the end user
• (Professional Edition) New X2Flow triggers and actions for extending Process with powerful automation capabilities

(Platinum Edition) X2Identity 2.0:

• View anonymous website visitors and their browser fingerprint parameters
• See when anonymous visitors return to your website

2nd-generation REST API (new):

• (Coming Soon) X2Engine will be on Zapier!
• (Platinum Edition): Advanced API access settings

Leads module (new)

• Record basic contact information before it becomes a legitimate potential sale
• Convert to an opportunity with a button press when ready

Activity Feed:

• Digest emails: get periodic emails notifying you of what’s happening in your CRM
• New dedicated activity feed page

CSV importer:

• New feature enabling users to save and re-use import field mappings
• Performance improvements and bug fixes

User management:

• New password reset feature
• New username change feature
• Full support for multiple assignment in the permissions system

Email Templates:

• Support added for many modules (including custom modules), where previously only contacts and quotes were supported
• Template variable replacement added for the “To” field
• User setting for default email template to use for each module

General Changelog / Developer Notes:

• Fixed layout issue: unauthenticated users can see “Top Contacts” and “Recent Items” portlets, in addition to broken links in the top bar
• Fixed security loophole: if session expires, the client with the cookie would still be able to make one last successful request to the server
• The permissions system has been revamped to properly handle muliple assignment and group-wide visibility settings
• Fixed bug: rollback deletes preexisting linked records
• Fixed bug (Professional Edition): recurring VoIP notification popups
• Fixed bug: empty contact list when using “primary contact” campaign generator from Accounts
• Fixed bug: Upon deletion, a user’s actions and contacts were not all getting properly reassigned.
• Fixed bug: import fails silently when “DO NOT MAP” specified for an attribute
• Performance improvements to the model importer (previously was taking as long as ~2s/record on systems with very large datasets)
• Fixed bug: deleting a dropdown without updating fields that reference it breaks grid views
• Contacts with empty names now get “#{id}” name link in grid view
• Fixed bug causing role exceptions to be applied to incorrect stages.
• Fixed bug preventing deal reports from being filtered by Account.
• Fixed a bug preventing filters from working in the Actions list view.
• Fixed issue with phone numbers not being rendered from the grid view.
• Fixed phone number field formatting issue
• Fixed updater bug: unnecessary catching of suppressed errors in requirements check script

Tracked Bug Fixes:

• 582: Duplicate info going into web leads
• 960: No es posible resolver la solicitud “product/product/view”
• 1051: links with # in them get converted to tag search links
• 1183: Contacts and its behaviors do not have a method or closure named “getChanges”.
• 1201: Unable to resolve the request “product/product/view”.
• 1204: Cannot modify header information – headers already sent by (output started at /home3/bigmoney/public_html/knockoutmultimedia.co/crm/protected/controllers/ProfileController.php:516)
• 1223: Cannot modify header information – headers already sent by (output started at /home/inspirah/public_html/crm/protected/modules/actions/controllers/ActionsController.php:799)

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The post X2CRM 4.1 Update Released appeared first on Orange Internet Solutions.

“X2CRM 4.0.2 this is a security and maintenance release.”

X2CRM 4.0.2 is an open source based Sales, Marketing Automation and Service application designed exclusively for companies that require a tightly focused customer information system.

With special emphasis placed on marketing workflows, sales force speed and process optimization, X2CRM 4.0.2 is remarkably compact and easy to use.

Changes Details

• 1080: User Report
• 1096: web tracking links broken
• 1097: User Report
• 1104: AccountCampaignAction and its behaviors do not have a method or closure named “redirect”.
• 1110: User Report
• 1112: User Report
• 1116: is_file(): open_basedir restriction in effect. File(/usr/share/pear/Users.php) is not within the allowed path(s): (/usr/wwws/users/tikeccbcgd:/usr/www/users/tikeccbcgd:/usr/home/tikeccbcgd:/usr/local/rmagic:/usr/www/users/he/system:/usr/share/php:/
• 1130: User Report
• 1137: User Report
• 1143: Unable to resolve the request “bugReports/1,142”.
• 1151: The system is unable to find the requested action “profile”.
• 1154: User Report

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The post X2CRM 4.0.2 Update Released appeared first on Orange Internet Solutions.

“X2CRM 4.0 this release contains several performance and reliability improvements.”

X2CRM 4.0 is an open source based Sales, Marketing Automation and Service application designed exclusively for companies that require a tightly focused customer information system.

With special emphasis placed on marketing workflows, sales force speed and process optimization, X2CRM 4.0 is remarkably compact and easy to use

Changes Details

New in Platinum Edition:

• Browser fingerprinting system supplements web activity tracker for when contacts have cookies disabled
• Administrators can set default themes for all users
• The ability to import/export themes
• The ability to import and export flows from X2Flow
• Partner branding template (for authorized partners)

New in Professional Edition:

• Improvements to the actions publisher:

1. New “products” tab, for logging the use of products in a project or with a contact (for example)
2. New “event” tab through which calendar events associated with the record can be created
3. Which tabs it displays can be customized

• Responsive UI replaces X2Touch and makes the application more easy to use on a mobile device
• Improved Relationships widget with the ability to link to any type of record, including custom modules
• New Administrative tools:

1. Can import any data type with the power and flexibility that was previously limited to contact imports
2. New simpler data export for modules that emulates the exporter previously limited to Contacts
3. Can customize the application name and description

• FTP-based file management for compatibility with systems where files and directories are not owned by the web server (documentation coming soon)
• New look & feel including new icon-based activity feed buttons and login page
• Bug fixes to the Marketing module, updater, and more:

1. 1043: Property “Media.title” is not defined.
2. 1091: Array to string conversion
3. Further improvements to the security fixes discovered earlier; see “Multiple Vulnerabilities in X2Engine” for more information

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The post X2CRM 4.0 Update Released appeared first on Orange Internet Solutions.

“X2CRM 3.7.4 this release fixes a security-issue, it is a recommended upgrade soon as possible.”

X2CRM is an open source based Sales, Marketing Automation and Service application designed exclusively for companies that require a tightly focused customer information system.

With special emphasis placed on marketing workflows, sales force speed and process optimization, X2CRM is remarkably compact and easy to use.

Changes Detail

Security Issues

• Fixed security holes listed in “Multiple vulnerabilities in X2Engine” published on The HauntIT Blog

Fixed Bugs

• If a user lacks edit permission on that field but that field has a default value (like in Service Cases) the default value will not save.
• Unable to resolve the request “quotes/id/update”.
• nameId field of ‘Sample Quote Template’ doc is null
• Template attribute of quotes is not a proper nameId ref
• CDbCommand failed to execute the SQL statement: SQLSTATE[22007]: Invalid datetime format: 1292 Truncated incorrect DOUBLE value: ‘162.210.196.131’

Fixed Unlisted Bugs

• Campaigns issues with listId being a malformed reference to list records, and improper validation (i.e. “List cannot be blank”)
• Broken download links/extreme slowness in contacts export tool

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The post X2CRM 3.7.4 Update Released appeared first on Orange Internet Solutions.

“X2CRM 3.7.3 bugs fixed. Update recommended.”

X2CRM is an open source based Sales, Marketing Automation and Service application designed exclusively for companies that require a tightly focused customer information system.

With special emphasis placed on marketing workflows, sales force speed and process optimization, X2CRM is remarkably compact and easy to use.

Changes Details

• Users can add custom percentage type fields via the fields manager
• Minor/unlisted bugs fixed:
  (Professional Edition) “Record viewed” X2Flow trigger wasn’t working in Contacts
  API failures due to Profile class not being auto-loaded
  404 error on “convert to invoice” button in Quotes
  Pro-only link was displayed (incorrectly) in the Marketing module
  Backwards compatibility safeguards in link type fields migration script
• Fixed Bugs:
  Unable to resolve the request “products/id/update”.
  No es posible resolver la solicitud “docs/view/id”

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The post X2CRM 3.7.3 Update Released appeared first on Orange Internet Solutions.

X2 CRM 3.5.2 this small release includes a few bug fixes and long-overdue improvements.

X2 CRM is an open source based Sales, Marketing Automation and Service application designed exclusively for companies that require a tightly focused customer information system. With special emphasis placed on marketing workflows, sales force speed and process optimization, X2 CRM is remarkably compact and easy to use.

Changes Details

• Fully-configurable batch timeout setting controls how much actual time can be spent in campaign emailing and cron events
• Attribute replacement now works in the “Send a Test Email” feature of Campaigns
• Long-overdue data validation in Role creator

Fixed Bugs Details

• 206: Name improperly parsed/generated from email headers
• 243: User Report
• 252: X2Flow Issue with comparing two attributes
• 296: Send a test email to actual contacts
• 308: Cannot add “administrator” as a child of “DefaultRole”. A loop has been detected.
• 311: DbCommand failed to execute the SQL statement: SQLSTATE[HY000]: General error: 1366 Incorrect decimal value: ” for column ‘dealvalue

More Information

• Try Online Demo:
  X2 CMR (Softaculous external link)
  X2 CMR Changelog (Official Website, external link)

• Start X2 CRM:
  In order to use X2 CRM you need a domain name (ex. yoursite.com) and web hosting service.
  If you don’t have a domain name Register a Domain Name.
  To install X2 CRM choose one of our hosting plans. (all our packages includes Softaculous).

• Hosted X2 CRM
  Contact us if you don’t need a domain or hosting service, and want to use X2 CRM anyway.

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The post X2 CRM Update 3.5.2 released appeared first on Orange Internet Solutions.

X2CRM Updates ready to install from Softaculous

Changes Detail

• “Print Record” feature in nearly all modules shows print-friendly version of a record
• “Recently Viewed” widget now includes all record types
• Chart widget enhancements
• New pie chart view
• Dynamic date ranges, i.e. “last week”

Features in Professional Edition

• New campaign chart
• New cron test and log viewer in X2Flow

Fixed Bugs:

• Array to string conversion
• “Remember Me”
• Remove deprecated “add contact” action/menu button
• Trying to get property of non-object
• X2Flow Strpos Error
• Trying to get property of non-object
• Creating default object from empty value
• Property “Gallery.galleryId” is not defined.
• Grid Views break on filter click
• CDbCommand failed to execute the SQL statement: SQLSTATE[23000]: Integrity constraint violation: 1062 Duplicate entry ’14’ for key ‘PRIMARY’
• Email campaign template selection issues
• multi-assignment fields not preserved when returning to edit page
• CDbCommand failed to execute the SQL statement: SQLSTATE[23000]: Integrity constraint violation: 1062 Duplicate entry ‘1001’ for key ‘c_name’

More Information

• Try Online Demo:
  X2CRM (Softaculous external link)

• Start Open X2CRM:
  In order to use X2CRM you need a domain name (ex. yoursite.com) and web hosting service.
  If you don’t have a domain name Register a Domain Name.
  To install X2CRM choose one of our hosting plans. (all our packages includes Softaculous).

• Hosted X2CRM
  Contact us if you don’t need a domain or hosting service, and want to use X2CRM anyway.

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The post X2CRM Update Available 3.5 appeared first on Orange Internet Solutions.