Category Archives: Upload

Error in Document Drop functionality from Sage CRM 2020 R1 to 2021 R1

Documents plays a vital role in every business organization. Sage CRM has the Documents feature available against every primary entities like Company, Person, Opportunity, Quotes, and Orders etc. In every business, documentation process involves gathering of all information of their business processes, some of them contains their client’s confidential stuff. If a person gets replaced… Read More »

Access to Add File in Shared Documents

In Sage CRM, sometimes you do not have access to all documents in the documents tab. To overcome this limitation, Shared Documents tab is made available under My CRM section. This tab is used to store the corporate documents that you may be required for quick access on daily basis. Additional documents can also be… Read More »

Troubleshooting Sage CRM’s Customized Data Upload Routine Issue

As we all are familiar, Sage CRM has provided the facility to create multiple Primary and Secondary entities to maintain data in system either by making data entries manually or by  uploading large number of records at a time. Sage CRM’s flexibility has helped the users to not only use the data upload routine for standard… Read More »

Data Upload using Deduplication – Part 2

As you all are familiar, Sage CRM has eased the efforts of data capturing task by providing the feature of Data upload. It has also facilitated to manage or avoid duplicate data with the help of Deduplication feature. But have you ever wished to get a combination of these two features within same job??? New… Read More »