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Member Since 10 Feb 2013
Offline Last Active Oct 02 2013 12:33 PM

Topics I've Started

Look a commercial features

05 August 2013 - 01:21 PM

We are currently looking at building an email campain tool, and I see that Zurmo supposedly contains one.

Is there an evaluation version of the commercial product.  We downloaded and installed the opensource version.  I didn't see anything in there or a path to marketing automation, creation of the product catalog or email campaigns.

The online demo doesn't seem to contain these features.   Or perhaps are they just not apparent.

Thanks in advance for any information you can get to us here.

Users can't log in

18 February 2013 - 06:58 PM

I've created a group for which I need limited functionality.  They can see and create tasks, Meetings, Contacts, and the dashboard.  I need this group to be able to see their own coversations and those that they start with a child group (the context is Teacher / Student so teachers can carry on conversations with their students, pass off pdf's, lesson plans and sheet music etc).

I made what I think are the correct settings, but the user can't log in.  If I remove the user from the group, log them in, they see the items from the home page but then get an error if they try and hit the dashboard.   If they log out. they can no longer then log back in.

What is a minimal permssions set for access to the dashboard.

The Meetings Portlet

18 February 2013 - 06:35 PM

We are probably going to have to add this feature to the Meetings portlet, and are wondering if someone else has already done so.

First of all.. we should be able to create meetings not only with contacts or leads, but with other users in the system we have access to.

Secondly.. Either the Meetings portlet should have a + button on it that allows anyone to enter a meeting on their schedule directly on the dashboard, or Meetings should be under the Create Button.

You can create just about anything else from the dashboard.. Meetings should be no different.  Click to create a meeting, and then search or browse for contacts/leads or OTHER USERS.  Members of groups / teams and orgs often meet with each other.

Hosed Super User

17 February 2013 - 11:13 PM

While playing with roles, rights and permissions, I set up a role for admins called Technical Admins
This group pretty much have full rights.  I initially added the super user to this group.  While doing some other discovery, I took this user out of that group.. Now super has access to only the most basic things.

What switches do I need to reset in the Db to re-enable super user, or is there a safety routine which will restore a user to a previous state.

XML or jason Lead Capture API

15 February 2013 - 04:28 PM

Perhaps this has been covered before.. Any really good CRM needs an interface for auto generating leads from forms outside itself.  Infusion and SalesForce both have this feature.


I've searched high and low, and haven't found mention of an API for loading leads or contacts, other than Import.

Ideally we could place forms on anysite we want that then use a https:// curl socket to send the information back to zurmo, and have it save the lead or contract request (it might for instance not only create a lead, but a task for someone who is ID'd in the form.

Does something like this exist?