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danwaterloo

Member Since 08 Mar 2015
Offline Last Active Feb 28 2017 12:30 PM
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Posts I've Made

In Topic: ZurmoCRM CE Plans?

28 February 2017 - 12:33 PM

I use zurmo, mostly to keep track of my flow of small projects, and to some degree as a crm database for my contacts. I love it, and was sorry to see the company merge with another company. (Glad for the developers, and not so glad for myself!).

 

I'm not really a developer, but would like to see the open source version of Zurmo go into the future.


In Topic: Workflow- clone project?

29 November 2016 - 09:11 AM

I'm back on this issue again.

Here is the background...

 

I send a quote for a small project to a customer. I then add the contact in the system, and create an opportunity.

At some later point in time, I will mark the opportunity as won - 100%.

 

I would like to create a new project, with the name of the opportunity, and associated with the account and having 5 or 6 tasks.

 

Currently I am opening a previous project, cloning it, and editing it to match the account/contact/etc.

 

I also have a couple of project templates, each setup with tasks appropriate for that project.

 

I have created a workflow that creates the project with the proper name, but am looking to also automate the entry of the account and the person, and adding the tasks.

 

Any Suggestions on how to do this?

Thanks, Dan