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X2CRM Open Source CRM - PHP
PHP JavaScript CSS HTML Batchfile ApacheConf

README.md

5.2.1

8/26/2015

  • Highlights
    • Platinum Edition Changes
      • New auto-merge admin tool automatically merges duplicate records
    • Professional Edition Changes
      • New Execute Workflow sidebar widget enables execution of individual workflows created in the X2Workflow Studio Designer
      • New Email Inbox Profile Dashboard widget
      • New grid view mass actions:
        • Mass convert leads
        • Mass publish comments, actions, calls, and logged time
        • Mass create relationships
      • New importer option to update existing records on import
      • New admin option to upload a login screen logo
    • New Topics module offers an integrated discussion board
      • Create topic discussion threads
      • Relate topics to Contact and Account records
      • Tag/pin topics
    • New Profile Dashboard widgets:
      • Docs Summary
      • New Web Leads
    • New mass dedupe admin tool simplifies duplicate record management
    • Tags can now be exported
    • Docs can now be grouped inside nestable folders
    • New drag and drop media upload options and simplified email image attachment
    • New Web Activity record view widget
    • New interactive tips system provides step-by-step feature introductions
    • Application-wide UI improvements to record view layouts
    • New Module-specific theming options
    • New Edit Global CSS admin page
    • Themes selected on the preferences page now apply to the login screen and to X2Touch
    • New preferences option to apply background image to login screen
    • Admin index organizational improvements
  • General Changelog / Developer Notes:
    • "X2Flow" has been renamed "X2Workflow"
    • Contact "Record Aliases" have been renamed "Social Profiles"
  • Tracked Bug Fixes:
    • 2631: Invalid address:
    • 2731: import mapping name
    • 2769: Undefined index:
    • 2778: AdminController and its behaviors do not have a method or closure named "fixupImportedModuleDropdowns".
    • 2862: Invalid argument supplied for foreach()
    • 2872: fopen(/public_html/protected/data/records_export.csv): failed to open stream: Permission denied

Introduction

Welcome to X2CRM! 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.

Documentation and Support

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 (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 X2CRM.

Installation

  1. Upload X2CRM 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 X2CRM 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 X2CRM. If you chose to install Dummy Data, you will have numerous sample records (i.e. about 1100 contacts) to play with.

Languages

Most of the included language packs were produced by copy/paste from Google Translate. If you have any corrections, suggestions or custom language packs, please feel free to post them on community.x2crm.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.)
  • 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. Furthermore, eAccelerator causes PHP to fail when using anonymous functions. In general, it is recommended that you disable eAccelerator altogether.
  • Version 2 of the API will not work in a web directory that is password-protected. This is because there can only be one "Auth" header in HTTP requests, and the web server would in this case require an Auth header distinct from the one required to authenticate with the API.
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