3 replies to this topic

[sanbrar]

Would like a place to store corporate information.

If my A company is running Zurmo, there should be a place I can enter details about my company (name, address....). These details can used later on in email Templates, report headers, ....

Thanks

[raysto]

What about creating an Account for "A Company" in the CRM and enter the name, address, and other details. Would that work?

[jimf]

I was thinking about this, and I'm wondering how we should go about attaching things to "Me", so when I want to create a task to pick up the milk, and pay the electric bill, I may not have a contact, if I was a contact, (similar to the corp contact above) I'd have a place to attach this kind of stuff. This might be a good place to attach system notices too. Just a thought.

[Jason]

I was thinking about this, and I'm wondering how we should go about attaching things to "Me", so when I want to create a task to pick up the milk, and pay the electric bill, I may not have a contact, if I was a contact, (similar to the corp contact above) I'd have a place to attach this kind of stuff. This might be a good place to attach system notices too. Just a thought.

Interesting idea. I will need to think about this a bit.