发布于 2014-07-07 22:56:36 | 1104 次阅读 | 评论: 0 | 来源: 网友投递
X2CRM 开源PHP CRM软件
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。
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:
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