Jump to content


mjmccoy

Member Since 24 May 2013
Offline Last Active Feb 24 2014 08:23 PM
-----

Topics I've Started

Have questions about Taging accounts, contacts, project, opportunities

03 February 2014 - 07:54 PM

Is there a way that if you tag a contact to an account, or project, or opportunity that it automatically tags the contact or contacts in that are tagged to those areas to the notes or tasks you create.

 

For example lets say I create a project and tag account 123 and mike smith if I go to create a task from the project screen I have to re tag account 123 and mike smith to each task I create.

 

Or if under account 123 I create a note I have to tag mike smith to that note or it will not show up under him.

 

Is there anyway that if you tag a contact or account to something that it will always be tagged unless you just remove the tag?

 

Thanks for the help on this one. Just seems redundent to keep adding people each and every time.

 

Michael


Any news on 2.0 upgrade scripts?

13 June 2013 - 04:12 PM

Did know if this is already a discussion however I did not see it looking through latest topics.

 

But when will you have the upgrade script on the upgrade download page for 2.0 I see the one for the new install just didn't see the upgrade script as well?

 

Thanks for the help.

 

Mike


How to assign a contact to an opportunity

04 June 2013 - 06:56 PM

I am trying to assign a contact to an opportunity but do not see anywhere in the designed to add contact to the list.

 

Can someone point me in the right direction?


Adding contact to opportunity

04 June 2013 - 02:04 PM

Hello all I am very new to zurmo and have got things installed. I am trying to find out how I can add a contact to an opportunity. I see adding an account is listed but wanted to see if a contact could be added as well? I am running the latest version.