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X2CRM 2.8.1 Changelog

2/20/2013

  • Dozens of bug fixes - thanks everyone for reporting bugs using the new bug reporting tool!
  • New theme and background settings
  • New manual bug reporting tool
  • Added some icons
  • Email dropbox now creates events (Professional edition)
  • Google Analytics integration for monitoring X2CRM usage

New in 2.8.1

  • VCR controls for tag based search results
  • Fixed bugs:
    • Emailing contacts
    • int/float/currency type fields
  • Changelog now allows filtering by record name
  • Email templates now allow variables in subject line
  • "percentage" field type

Introduction

Welcome to X2CRM v2.8.1! X2CRM is a next-generation, open source social sales application for small and medium sized businesses. X2CRM 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.

X2CRM 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.

System Requirements

  • 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 X2CRM 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

X2CRM comes with a requirements check script, "requirements.php", which you can upload by itself to your server. Simply visit the script in your browser to see if your server will run X2CRM.

Installation

  1. Upload X2Engine to the web directory of your choice.
  2. Create a new MySQL database for X2Engine to use
  3. Navigate to the x2engine web folder in your browser and you will be redirected to the installer.
  4. Fill out the form, click install, and that's it!
  5. You are now ready to use X2Engine. If you chose to install Dummy Data, you will have about 1100 contacts, 125 actions, and 30 accounts to play with.

Creating the Action Reminder Cronjob

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

Languages

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!

Tips and Tricks

X2CRM 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.

Known Issues

  • 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.)