Hello Yii community,
We are proud to release X2Engine CRM 4.1.7 - our Marketing Automation, Sales & Service application powered by Yii framework.
Best,
X2Engine Dev Team,
Santa Cruz, CA
Introduction/Background
Welcome to X2Engine! X2Engine is a next-generation, open source marketing automation, sales and service application for medium sized businesses. X2Engine was designed to streamline marketing 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.
Customer Contact Screenshot - live demo
X2Flow Workflow Engine Screenshot - live demo
New in 4.1 (see CHANGELOG for full history): X2Engine Github Repository.
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
New X2Flow triggers and actions for extending Process with powerful automation capabilities
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):
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 multiple 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