Author Archives: Windsor Wallaby

Windsor Wallaby

About Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.

Zurmo – Updating a Project

You’ve come across new information on an existing business Project and want to document the details in Zurmo. Zurmo makes it very easy to navigate updating a Project. Let’s get started! The …

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Zurmo – The Power of the Stars

For the purposes of this post we will assume there are multiple items listed under the Opportunities module on the Zurmo Dashboard. From the Zurmo Dashboard, select Opportunities.

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Zurmo – Task Collaboration on a Project

Zurmo contains a collaboration feature that can be a highly efficient tool in collaborating with colleagues on projects and project tasks. Collaboration on a project task can be accomplished in …

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