Uploading a Case related files in Sage CRM

By | August 2, 2008

Do you want to store large amount of information which is in the file storage?

Need to attach a file in the Library of the Case entity from Case Summary Screen?
If yes, Please have a look at this

We are providing a tool, which provides a button say “Upload a File” after any case has been saved.

Whenever user clicks on this button a new window opens up through which you can browse to the file path. Also there is button on this screen “Upload” which adds the file against in the Library of current Case.