Currently viewing the tag: "library"

Including phone numbers from phone table in standard Document Merge

By On May 27, 2011

Letter merge is a part of daily activity followed in sage CRM implemented in several financial and service industries. Apart from emails being sent out, these people always keep in touch with clients by posting them the welcome letters, account Kits, statements, cards etc. These letters can be very easily merged in Sage CRM using [...]

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Permissions error on document drop

By On March 25, 2011

Documents and library are the most efficient and useful functionalities in Sage CRM, however when we plan to move library folder to some other storage media or on other server there are number of security concerns that must be taken into consideration. We have posted several topics on this blog site to help you with [...]

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Library folder in Sage CRM

By On January 21, 2011

Everybody must be aware of the Sage CRM’s standard settings for documents uploaded for Company, Person, Cases, Opportunities and other entities. Have you ever thought how it is configured in Sage CRM and where the actual document is uploaded?

Well, in this blog, I will be explaining the details on how it is maintained [...]

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Upload document without creating communication

By On September 8, 2010

Uploading the requirement and concepts documents for our prospect companies in CRM is something that we do very often. Sometimes the documents count for some of the companies go above 100 considering the multiple opportunities we discuss with them. Well the hitch in this operation is the Create Communication checkbox on new document screen as [...]

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Restricted Document View in SageCRM

By On June 11, 2010

In SageCRM, if a user adds a document under a company or a person then that is viewed by everyone who accesses the company or person under which the document is linked. This could be a good feature but this can also result in a scenario where user could get access to unwanted or information.

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Make the maximum out of Library functionality in CRM

By On August 26, 2009

Sage CRM has provided a very efficient way of dealing with all the documents related with entities through the Library functionality. The functionality is very simple and straight forward for day to day use where in you can upload your documents related to particular entity record from the documents tab against an entity. We can [...]

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Edit documents with status “Final”

By On January 30, 2009

As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status “Draft”, but have you ever thought of editing the documents with status marked as “Final”?

In case of the “Draft” documents, CRM provides “View Attachment” [...]

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