Importing your data to Zurmo is often necessary, whether you are importing new records for Projects, Products, Contacts, Accounts etc., Zurmo aims to make getting your data easy. As well as allowing you to import your data, this tool can […]
Continue Reading →A Dependent Pick List is simply a way to connect Pick Lists together with value dependencies. Lets take an example of Car Make and Car Model. In order to create Pick lists, go to Admin–>Designer. Then choose a Module Name, […]
Continue Reading →It is recommended that you import no more than 100,000 records into Zurmo at one time. You will most likely be restricted by the system based on the size of the CSV attachment used for import. You can read more […]
Continue Reading →To place a field in the detail view only, go to Admin–>Designer–>[Module Name]–>Layouts–>Detail and Edit View. Place the field into the layout. Then, click the wrench edit tool: Check off the checkbox ‘Detail view only’, then click Save. Your field […]
Continue Reading →The upload attachment file size in Zurmo is determined by your server’s PHP and mysql settings. Two settings can be modified in the php.ini file: post_max_size upload_max_filesize ‘post_max_size’ is the limit for all the content of your post, while […]
Continue Reading →To change the name of a module in Zurmo: Click on the Admin link. Click on Designer. Click the name of the Module you want to rename. Click on the General link. In the appropriate spaces, enter the new module […]
Continue Reading →Roles enable you to set up an organization-wide hierarchy. Users at a higher hierarchy can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless Group Rights specify otherwise. This ensures […]
Continue Reading →You cannot delete a user from the system in the user interface because there may be existing records that are Owned, Modified, or Edited by the user. However, you can deactivate an existing user so they can no longer access […]
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