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README.txt
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README
X2Engine 1.6.1 Changelog
7/25/2012
- New Tag-to-email campaing tool
- New VCR controls for lists (all contacts, user-defined lists) allows you to
go directly to the next record without going back to the list
- New workflow stage backdating controls for admin
- Misc. bug fixes
Welcome to X2Engine v1.6.1! X2Engine is a next-generation, open source social
sales application for small and medium sized businesses. X2Engine 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.
INSTALLATION
-------------------------------------------------------------------------------
1. Extract and upload X2Engine to the web directory of your choice.
2. Create a new MySQL database for X2Engine to use
3. Navigate to the x2engine web folder in your browser 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.
Creating the Action Reminder Cronjob
-------------------------------------------------------------------------------
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
LANGUAGES
-------------------------------------------------------------------------------
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!
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.
- There is an Email Dropbox which can be set up to run on your server. To do
so, you must create an email alias called "dropbox@[your_server].com" and
have it forward to the email.php script in the X2Engine root folder.
Additionally, you need to go in to the email.php file and edit the following
line to the filepath to emailConfig.php on your server:
require_once("/[path]/x2engine/protected/config/emailConfig.php");
This dropbox will add any conversations you have with a contact to the
comments for that contact if you CC the address. Additionally, if it doesn't
recognize the the person you're talking to, it will automatically add them to
the database!
Note: this functionality has not been tested thoroughly but we believe it
to be working pretty well.
- 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.)