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ericlevin

Member Since 02 Sep 2013
Offline Last Active Jul 28 2015 01:13 PM
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Topics I've Started

Sub-total X-Axis Matrix Reports?

30 January 2014 - 02:51 PM

I have a user who created a matrix report and I am being asked if it's possible to sub-total the first X-Axis criteria.

Anyone else feel this would be helpful?

Copy Reports?

30 January 2014 - 02:41 PM

When working on reports with colleagues a feature I find missing is the ability to copy reports.

If one person creates a report, another person might want a slightly different version of the report. Would be awesome to not have to re-create the report from scratch.

drag and drop contacts for import?

14 January 2014 - 02:19 PM

I am trying to get my users on board with using Zurmo and one of the challenges I have had is with users importing their contacts. They are not great at doing this.

I was thinking about asking for a "drag and drop" function to take a contact from Outlook (or a vcard that was attached to an email) and making that a way for users to import their contacts.

Think your users would do this? Think it lead to better adoption at your organization?

Report Filter - Optional

14 October 2013 - 09:42 PM

I am trying to create a report on Accounts that filters on the following:

* Billing Address State (available at run time)
* Notes - Latest Date Time - but I want this filter to be optional.

Use case:
* I want to see all my accounts where state = NY. I then want to further filter to those accounts where the last note I took (so the last interaction I had) was > 90 days.

I would use this to find the Accounts or prospects that are the most stale by state to help with my targeting.

Does this make sense?

My challenges:
* If I add the Notes filter and set it to none the report fails
* there is no option for > x days on the date field

Stacktrace ByTimeWorkflowInQueueJob: Job keeps getting stuck (running from cron)

16 September 2013 - 01:18 PM

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2013/09/16 07:30:02 [error] [exception.FailedToSaveModelException] exception 'FailedToSaveModelException' in /var/www/zurmo/app/protected/modules/workflows/jobs/ByTimeWorkflowInQueueJob.php:147
Stack trace:
#0 /var/www/zurmo/app/protected/modules/workflows/jobs/ByTimeWorkflowInQueueJob.php(83): ByTimeWorkflowInQueueJob->processByTimeWorkflowInQueue(Object(ByTimeWorkflowInQueue), Object(Meeting))
#1 /var/www/zurmo/app/protected/modules/jobsManager/utils/JobsManagerUtil.php(159): ByTimeWorkflowInQueueJob->run()
#2 /var/www/zurmo/app/protected/modules/jobsManager/utils/JobsManagerUtil.php(78): JobsManagerUtil::runNonMonitorJob('ByTimeWorkflowI...', Object(MessageLogger))
#3 /var/www/zurmo/app/protected/commands/JobManagerCommand.php(119): JobsManagerUtil::runFromJobManagerCommandOrBrowser('ByTimeWorkflowI...', 300, 'MessageLogger')
#4 /var/www/zurmo/yii/framework/console/CConsoleCommandRunner.php(67): JobManagerCommand->run(Array)
#5 /var/www/zurmo/yii/framework/console/CConsoleApplication.php(91): CConsoleCommandRunner->run(Array)
#6 /var/www/zurmo/yii/framework/base/CApplication.php(169): CConsoleApplication->processRequest()
#7 /var/www/zurmo/app/protected/commands/bootstrap.php(60): CApplication->run()
#8 /var/www/zurmo/app/protected/commands/zurmoc.php(38): require_once('/var/www/zurmo/...')
#9 /var/www/zurmo/app/protected/commands/zurmoc(4): require_once('/var/www/zurmo/...')
#10 {main}
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Anyone know the cause here? Anyone else see this?

I'm running 2.0.22.