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

Topics I've Started

Add employees to certain groups only

27 October 2013 - 05:22 AM

How can you add an employee to certain groups?


Email Client

27 October 2013 - 05:20 AM

I own a lot of businesses and have setup a group for each one and then added an account for each one. It seems to be working well "hopefully, I did that right".

I am stumped as to how I can setup email accounts under different accounts. That way we can have our emails in one central location inside the crm under each business.




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.


Blank Pages

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.




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?