Author Archives: 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 – Creating a New Task

One of the great features of Zurmo is that Tasks can be created to set a due date, document and track your progress, or set a follow up item. The …

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Zurmo – Customizing Modules

You may find the need to customize or modify some of the modules in Zurmo to fit a specific business need. Accomplishing this is really simple with Zurmo! The first …

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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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