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Member Since 18 Sep 2013
Offline Last Active Mar 18 2015 09:24 PM

Posts I've Made

In Topic: Opportunities Filter

26 March 2014 - 04:15 PM


In Topic: Best practise to add a task "to call"

13 March 2014 - 09:53 AM

In mine opion this is a serious problem. 
It is unbelievable that Zurmo has changed the simple Tasks list in November. Before that it was simple. I loved it. I created a call-back action (Task) on a specific date and time. If I opened this Task I had a direct overview of the contact details (who, why and telephone number). This was very useful for cold calling or call-back activities. It was my person action list (or Todo-list).
When I discussed this with Ray in November last year (if you want I can send you the document with my complains about this separately), he had put it on the Roadmap to fix this in release 2.6. But it has disappeared from the Roadmap. Why? Nobody else was asking to change this process except me.
Now I am working with the long process of creating a Project Task (even my Task is not part of a project). When I open the task I see irrelevant information and have to click on ‘More details’ to see the contact information. If I change this personal Task I receive an email (!!!!???). Sometimes I have 20 emails in my email box.
I am confidence that sooner or later the process will change to a workable process. Because this will cost customers and money. 

In Topic: Sub-total X-Axis Matrix Reports?

13 March 2014 - 09:06 AM

If you mean, a summation of a column, you got me on your site. So +1.

In Topic: Calendar improvements (one more)

13 March 2014 - 09:02 AM

+1 for this suggestion too. :)

In Topic: Change layout on task pop-up

04 March 2014 - 03:55 PM

I would also know something more about this subject. Because I want directly an overview of the account and contactperson of that Task.


(By the way in my opinion this pop-up screen can delete completely. I never (or seldom) collaborate with other people on Tasks. In the version of Zurmo before November 2013, this functionality works well.)