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 – Advanced Search

A very nice feature included in Zurmo is the advanced search functionality. This feature is available to all modules and can be accessed by clicking the “Advanced” drop down menu. …

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Zurmo – Updating User Information – Existing User

You’ve recently added a new staff member as a User in Zurmo and need to update information about the user in Zurmo.  Zurmo makes it very easy to navigate updating a user. Let’s get started! …

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Zurmo – Adding Users to Zurmo

You’ve recently added a new staff member who will need to begin using Zurmo soon.  Zurmo makes it very easy to navigate establishing a new user. Let’s get started! The …

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