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X2CRM更新至4.1.6 (beta)版本,CRM软件

发布时间:2014-07-08 09:25:24来源:红联作者:empast
X2CRM 更新至 4.1.6 (beta) 版本,此版本改进记录如下:

最值得关注的改进

Users can set online/offline availability, i.e. when they go on vacation

Lead routing can be configured to respect this option, i.e. avoid assigning records to unavailable users

New "available" lead routing option:

"Loading" status/visual overlay when adding fields

Global import/export tool now supports custom fields

Custom short-codes feature for templates and X2Flow: create an analogue of protected/components/x2flow/shortcodes.php in custom/ to define your own custom codes

Can rename media files

(Professional Edition) X2Flow emails can be configured to include a customizable "Do Not Email" link

(Platinum Edition) Reverse IP lookup in X2Identity

详细更新日志(开发说明)

Contacts can be properly moved between time zones

Activity feed events report generation

Actions module

X2Identity (Platinum Edition)

X2GridView: header not hiding properly when scrolling over the bottom of the grid

Publisher: Event form not properly validating when clearing the association type field

Inline Emailer: switching templates while viewing quotes now works as intended

Updater: post-completion redirect to the wrong page

Permissions: users who have "admin" access to a given module can export records of that module

X2GridView: Grid view no longer breaks from HTML tag truncation in text-type fields

Calendar: group-assigned events could not be edited by group members

X2Studio: critical internal-use-only fields are not available for the user to accidentally enter data into

Importer: will not fail when CSV contains multibyte characters but no byte order mark, or invalid multibyte sequences

The first Action created for a new anonymous contact is now correctly associated with it

Fingerprint attributes associated with a new anonymous contact are now being saved properly from the newsletter form

Fingerprint record is now handled properly on conversion from an anonymous contact to a contact, previously it would be unnecessarily deleted

Update trigger no longer fired during creation of contact lists (this was a bug)

Triggers in general will fire less during times when not apropos

Flow configuration storage field is now LONGTEXT as opposed to TEXT, allowing it to store far greater and more sophisticated flows

Fix to "on_list" condition

X2Flow improvements (Professional Edition):

Contact added as default field in Opportunities, and inline emailer can be used on opportunity views

Miscellaneous bug fixes in:

Global validation bug fix: "required" rule now respected both on update and save

(Professional Edition only) License key now viewable by administrators on the app info and updater settings pages

User-friendly error & feedback messages on the Edit Roles page

Added day of week to activity feed date headers

Bug 修复:

1340: User Report

1345: CDbCommand failed to execute the SQL statement: SQLSTATE[HY093]: Invalid parameter number: number of bound variables does not match number of tokens

X2CRM是一款开源的phpCRM软件,其的中文化也比较不错,使用过后,感觉非常适合。相对于sugarcrm而言,表现得更加轻快,功能也很全。

主要功能包括:

电子邮件营销活动
捕捉互联网信息
路由信息基于业务规则
从事与分别对应与展望
快速查看联系人的操作历史记录
价格和生成销售报价
定义多步销售流程
集成的报告和图表
视觉,无代码管理设置
支持解锁iPhone和iPad、Touch手机

项目主页:http://www.x2engine.com/

下载地址:http://www.x2engine.com/download/

来自:开源中国社区
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