Zurmo – Modifying a Product

Modifying a Product in Zurmo is simple and fast. Let’s see how it’s done!

The first step is to make sure you are on your Zurmo Dashboard. By selecting the Home button you will be situated on your Zurmo Dashboard.

Home Dashboard

From the Dashboard, locate the Products option within the list of options just below the Home option.

product

Click on the Products option and the screen will refresh detailing all of the Products you have listed. In this case, we will be modifying the Test A product we created in an earlier post. To select the Test A product place you mouse cursor over the product name and click on the product name.

modify Test A

Clicking on the product name will open a new screen revealing the detail that currently exists for the Test A product. To modify or edit the detail in the Test A product, simply locate the Options selection in the upper right hand corner of the screen for this product and click to reveal a drop down list of three options.

Test A edit

Select the Edit option and Zurmo will refresh the screen providing you with a list of the fields and existing content for the Test A product. In this case we chose to modify the Test A Product quantity from a value of 2 to a revised value of 4 reflecting an inventory of 4 Test A products.

test a modify

Once you have completed entering data in all of the required and other Product fields, scroll to the bottom of the screen and select Save.

Save

After selecting Save, Zurmo will refresh the screen to reveal a summary of the product data you have just entered. As you can see in the illustration below, the Quantity for the Test A product has been modified to ‘4’.

quantity 4

Now you see how easy it is to modify a Product in Zurmo!

(c) 2013 Windsor Wallaby. All rights reserved.

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Author Spotlight

Windsor Wallaby

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.

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