5/20/2013

• (Professional Edition only) X2Flow automation system (beta)
  • Visual, drag-and-drop designer makes it easy to create convenient and powerful automation flows
  • Automation flows can enact changes, create records, and a broad range of other operations ("actions") whenever certain events ("triggers") take place
  • Supports a very extensive set of actions and triggers
• Greatly improved Actions module; streamlined, user-friendly interface
• New and improved Quotes module
  • Line items can be re-ordered after adding them
  • Can add adjustments to the total, i.e. tax and shipping; displays subtotal vs. total if there are adjustments
  • Support for arbitrary quote/invoice templates, which can be created and designed via "Create Quote" in the Docs module, and loaded/sent via email by going to the Quote's record view
• Customizable login and notification sounds

• Numerous bug fixes
• Can now trigger automation on user login/logout
• Docs module:
  • New basic quotes template in default app data
  • "Duplicate" button in Docs module for making copies of and customizing an existing document
• New in the API:
  • Can manually set creation date
  • More consistent response behavior
  • New method listUsers: gets list of users

• New Services reporting tool
• Rich text editor now available for activity feed posts and email signatures
• Bug fixes

• The automation designer, while largely complete, is still in active development, and thus has been deemed a "beta" feature.
• Quotes created before updating to 3.0 may display incorrect totals in email, print and inline views. This can be easily corrected by opening the update view of the quote and saving it (even without any changes). This is due to how, in previous versions, totals weren't stored in quote records, but rather were re-calculated on-the-fly whereverthere they were displayed. This required writing and maintaining three separate versions of the code that calculated totals: the default quotes update page (JavaScript), the inline quotes widget in the contact view (JavaScript), and in the model where the line items table was generated (PHP). In order to improve the maintainability and reliability of the line items code (by reducing the number of places it could fail), and in keeping with the DRY (don't repeat yourself) principle, all line item calculations are now performed via client-side JavaScript in the "_lineItems" view of the quotes module. The arithmetic, however, is only run when a quote is created or updated. Thus, to correct the total displayed on a quote, open the quote's update view so that the subtotal can be recalculated, and then save it.

• The API has undergone some fundamental changes in its response format:
  • It always responds in JSON-encoded objects for all actions, with the exception of checkPermissions, which responds with code 200, mimetype "text/plain" and content "true" or "false" (as it always has)
  • With the exception of the "create" and "update" actions, all actions that return JSON-encoded objects shall remain unchanged in terms of the structure of their responses.
  • The attributes of the model returned in the "update" and "create" methods should be in the "model" property of the response. All references to these actions should thus use the "model" property of the response to get the attributes of the model created/updated instead of treating the entire response object as the model.
  • API scripts that used actions which previously returned HTML pages or page fragments should now refer to the "message" property of the returned object for the content to be rendered.
  • In the APIModel class, there should now be a new "modelErrors" property, which stores the validation errors for each attribute of the object, returned by CActiveRecord.getErrors() on the server. The source of this data is the "modelErrors" property of the response from the create and update actions.

Welcome to X2CRM v3.0.1! 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.

• Community Forums
• Wiki
• Class Reference
• Live Demo Server

• 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.

1. Upload X2Engine to the web directory of your choice. Be sure to set your FTP client to use binary mode.
2. Create a new MySQL database for X2Engine to use
3. Browse to the x2engine folder 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.

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!

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.

• 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 can be fixed by disabling eAccelerator.