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Member Since 03 Mar 2013
Offline Last Active Oct 27 2013 05:20 AM

#4601 Invoices

Posted by tacgrp on 05 April 2013 - 02:49 PM

I want an all in one system and think Zurmo is the one.

The last potential issue I see is no invoice functionality. 

I run a company which has dozens of business units across the country and need to have the ability for sales people to send invoices for the unit they are in all in one crm.

Can Zurmo handle this and if so where can I learn more about the invoice functionality?

Would need to accept:
PayPal, Checks & Money Orders.


#4103 Blank Pages

Posted by tacgrp on 05 March 2013 - 12:25 AM

Some pages are blank, like seeing team members profiles.

See attached. 


I am logged in as super.

Your help is appreciated.



Attached Thumbnails

  • screen.jpg

#4086 Features?

Posted by tacgrp on 03 March 2013 - 05:31 PM

I test drove Zurmo and see some things missing.



1) Tasks? How can you create them


2) I own more than one company and I want to have company profiles in ZURMO for each company which then has all the tasks etc in it. These tasks can also be seen from the main view if you are a super admin user.


3) Project management?