Compatibility of Document Drop In on all Browsers – Sage CRM 2020 R1

By | March 11, 2020

At the year start of 2020 as all ways Sage comes with the latest version of Sage CRM i.e. Sage CRM 2020R1. Which includes many more new features for users in different sections of Sage CRM. As we know the users can add documents for the different entities like Company, person, etc. using drag and drop functionality.

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But till the versions of Sage CRM 2019R2 document drop feature were used with the help of “Active X Plugin” within “Internet Explorer”. All the modern browsers like Chrome, Firefox isn’t using Active X, that support may be added inside the browser extensions.

As we can see there is dedicated option under Documents & Reports Configuration for “Active X Document Drop” within the older Sage CRM versions.

Navigate to Administration -> E-mail and Documents -> Documents & Reports Configuration and Refer below screenshot.

Document & Report Configurations
Document & Report Configurations

Because of dependency on ActiveX Plugin within “Internet Explorer” many of users unable to use the Document drop feature.

But in Sage CRM 2020R1 to overcome that dependency of ActiveX Plugin, that extension or feature is embedded in the web pages of Sage CRM using the JavaScript’s. As we can see after the dependency of “Active X Plugin” removed the option of “Allow ActiveX Document Drop” also removed. Refer below screenshot.

Document & Report Configurations
Document & Report Configurations

Now, document drop is available for all the browsers supported by Sage CRM including “Internet Explorer” as shown below.

Document  Tab
Document Tab

Hope this information help!

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