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Member Since 17 Dec 2014
Offline Last Active May 09 2020 10:57 PM

#18148 Zurmo Invoice module for 2.2

Posted by xenoinc on 10 June 2015 - 01:11 AM

Sure this is a couple years later, I too was hoping this extension could be easily added into the latest build of Zurmo (v3.0.2).


Of course we maintain our invoices into another system (for calculations & trends), however, Zurmo's simplistic interface is an easier lookup utility for our sales members. Especially when our invoicing system is not open to the other departments which use Zurmo's features.


Really do love your CRM, still wish this extension was apart of your system.

#15413 Custom Customer Numbers

Posted by xenoinc on 20 December 2014 - 05:54 PM

As a business owner and project manager we would like to include custom customer numbers for each customer. This way we can easily track who the customers are, sort them by ID and quickly find sister-sites. Also when searching, using the number "1201" is much easier than, "Acme Industrial Widget Corp."

As a DBA or Module creator it is much easier to query against CustomerNumber versus full/partial name since names leave leaves room for errors and not as clean.

This intergration with the current database layout shouldn't be too time consuming.

Thank you for your consideration