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administrator22

Member Since 14 Nov 2014
Offline Last Active Dec 01 2014 11:51 AM
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Topics I've Started

Leads - Link accounts with contacts

01 December 2014 - 04:50 AM

Hello ,

 

i have brought the Account drop down into the Leads section (while creating a new lead) by using the below :

 

array('cells' =>
array(
array(
'elements' => array(
array('attributeName' => 'account', 'type' => 'Account'),
),
),
)
),

 

Now i want to know if it's possible to have the respective Contacts on selecting an Acccount. If yes , please advice.

 

Thanks.


Accounts: Layouts - Undefined index: Files

25 November 2014 - 11:55 AM

I tried adding a new custom field which would hold two values 'Yes', 'No' . But to my shock , zurmo didnt give me an option of adding those values in the Designer section of accounts . Moreover , after i clicked on save , i have been getting the below error forever :

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

Undefined index: Files
The reference id for this error is 03e319a626b4467094a0d3b80e545235.

 

I am not sure what's this supposed to mean . Would be great if someone could help me resolve this issue.


Add Accounts field in Leads Section

20 November 2014 - 05:58 AM

I need to add the Account field in the Leads Section which is present in Contacts as well. When i go to the designer module and try to edit the fields , i cannot see the Account field in the fields list at all.

 

Is there a way to create an affiliation of Accounts with the Leads?


Undefined property error

17 November 2014 - 07:36 AM

I am new to Zurmo and i tried to create a new field (pick list ) in the Opportunity section and checked it as 'Required' .

 

When i clicked on proceed , i get the below error :

 

Undefined property: RedBeanOneToManyRelatedModels::$id
The reference id for this error is 2dda4ef23a884b77af0d241741f94f2a.
 
I know i am supposed to add all the required fields in the layout but how am i supposed to do that when it throws the error even on the Designed mode.
 
Please help .
 
Many Thanks in Advance
Siddharth

Error while adding a new Field - Opportunity

14 November 2014 - 07:34 AM

Hello ,

 

I am new to using Zurmo CRM (for one of my clients) and i am really not happy with the number bugs i keep encountering time and again .

 

I recently tried adding a new field under the Opportunity section and marked it as required . Ever since then , i am unable to access that feature , be it via the Designer module or the application .

This is the error i keep getting :

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

Would really appreciate it if anyone with a good knowledge of Zurmo can help me resolve this issue.

Thanks.