5/20/2014
New in 4.1 (see CHANGELOG for full history):
- Highlights:
- 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
- Process 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)
Welcome to X2Engine! X2Engine is a next-generation, open source social sales application for small and medium sized businesses. X2Engine was designed to streamline contact and sales actions into one compact blog-style user interface. Add to this contact and colleague social feeds and sales representatives become smarter and more effective resulting in increased sales and higher customer satisfaction.
X2Engine is unique in the crowded Customer Relationship Management (CRM) field
with its compact blog-style user interface. Interactive and collaborative tools
which users are already familiar with from social networking sites such as
tagging, pictures, docs, web pages, group chat, discussions boards and rich
mobile and tablet apps are combined within a compact and fast contact sales
management application. Reps are able to make more sales contacts while
leveraging the combined social intelligence of peers enabling them to add more
value to their customer interactions resulting in higher close rates.
- A web server that can execute PHP
- A password-protected MySQL database server connection, and a database on which the user of the connection has full permissions rights (i.e. SELECT, DROP, CREATE and UPDATE)
- PHP 5.3 or later
- PHP must be run as the same system user that owns the directory where X2Engine will be installed
- The server must have internet access for automatic updates
- The server must be publicly accessible for web lead capture, service requests and email tracking to work
X2Engine comes with a requirements check script, requirements.php (also can be found in x2engine/protected/components/views), which can be uploaded by itself to your server. Simply visit the script in your browser to see if your server will run X2Engine.
- Upload X2Engine to the web directory of your choice. Be sure to set your FTP client to use binary mode.
- Create a new MySQL database for X2Engine to use
- Browse to the x2engine folder and you will be redirected to the installer.
- Fill out the form, click install, and that's it!
- You are now ready to use X2Engine. If you chose to install Dummy Data, you will have numerous sample records (i.e. about 1100 contacts) to play with.
As we don't have access to your server, you'll need to create a cronjob to make the server send out action reminders. You can either do this on your own server or use a free service on the internet to run it for you. All you need to do is have the cronjob access the url once a day to send out action reminders:
http://www.[yourserver].com/[path to x2engine]/actions/sendReminder
Most of the included language packs were produced by copy/paste from Google Translate and copy/paste. If you have any corrections, suggestions or custom language packs, please feel free to post them on www.x2community.com
We greatly appreciate your input for internationalization!
X2Engine is designed to be intuitive, but we have included a few tips and tricks to get you started!
- To change the background color, menu color, language or any other setting, click on Profile in the top right and select 'Settings'.
- The admin's settings can be found from the admin page, as well as a variety of other tools to help you manage the application.
- Contacts are ordered by most recently updated by default, but this can be changed by clicking on one of the other attributes to sort them differently.
- It is not recommended to use the Import Data function on the admin tab UNLESS you are importing data that was exported from a prior version. The template is very finnicky and prone to bugs, so if you do it without using properly exported data, we take no responsibility for errors.
- The .htaccess file may cause issues on some servers. If you get a 500 Internal Server Error when you try to load the installer, delete the .htaccess file (the application will still work without it.)
- eAccelerator may cause PHP errors on various pages ("Invalid Opcode"). This is due to a bug in eAccelerator, and can be fixed by disabling or updating eAccelerator.