Document Upload Notification in Sage CRM

By | April 23, 2013

Sage CRM provides various feature/options to store important documents against its entities like Company, Person, Cases, etc. Few days back, we came up with a requirement of showing on-screen notification if any document is uploaded in Sage CRM by a Team member.
We have even added an on-screen notification as an optional part. Notification will be visible to the users if and only if the Screen Notification check-box is checked, while uploading the document.

Also Read: Notification Features in Sage CRM v7.2
Once the uploaded document is saved, members from the Same Team would be able to view onscreen notification on their screen.

Note: Notification only goes to the Team members. Hence, document data is secured and maintained.

Well, if your business process demands document on-screen notification functionality then you can drop us an email for more details on this add-on.
Related Posts:

1. Confirmation dialog box in workflow action button of Sage CRM
2. Hide Type field in Address panel of Sage CRM
3. How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups