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ecvaldas

Member Since 04 Sep 2013
Offline Last Active Mar 06 2015 04:28 PM
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Topics I've Started

Best practise to add a task "to call"

06 March 2014 - 12:21 PM

Very silly question:

What practise do you use when you want to set up a reminded to call your lead? 

Do you use a calendar or create a new task?

The reason I am asking this question, as I am trying to figure out the best way to see the list of leads who do I need to call today.

 

1. Calendar

If I add this reminded through the calendar - that's great, I can see a list of leads for the whole day, however, I can't click on leads name in order to go straight away to the detailed view. 

 

Attached File  zurm1.PNG   11.35KB   60 downloads 

 

2. Task

If I have a task to call, it's a long process as well, as I need to open a task, then click "more details" and just then click on the "related to" section, because I can't see the lead's name.. (there is just no hyperlink)....

 

Attached File  zurm2.PNG   8.76KB   64 downloads

 

What practises do you use? Am I doing something wrong? 


email window size

25 November 2013 - 11:29 AM

Hi,

is there a way to increase email message window size? It would be great if I could type in emails without the need of scrolling up and down all the time. Thank you


Workflow + marketing

05 November 2013 - 10:01 AM

Hi, I am complete noob when workflow has to be set up.. 

 

A salesperson changes status of a lead to "Dead" and then lead automatically is subscribed to the marketing list called "Dead Leads List". 

 

Has anyone got an idea how we can automate this? 


CRON JOBS on DirectAdmin

04 September 2013 - 06:53 PM

Has anyone got a clue how to add Zurmo cron jobs using DirectAdmin panel? 

Capture1.png


Problem with groups hierarchy

04 September 2013 - 02:24 PM

When I build a group hierarchy, for example: 

MANAGER -> SALES MANAGER -> SALES 

and add a freshly created user account to SALES, user gets SQL error  after trying to access any page:

"An error has occurred. Please click here to continue to the home page. If the error persists please contact your administrator.

SQLSTATE[HY000]: General error: 1456 Recursive limit 0 (as set by the max_sp_recursion_depth variable) was exceeded for routine get_group_inherited_actual_right_ignoring_everyone"

 

I am on hosted machine.

 

Anyone has any ideas?