“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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