Sage CRM has inbuilt feature for document upload. Using these feature we can upload documents against standard entities like Company, Person, Communication, Case etc. In Sage CRM, we can also apply security management for Documents. So that, one user cannot view the document uploaded by other user of different territory. We can also add documents in Shared Documents tab through which it will be accessible to all users. Documents will be uploaded in Sage CRM through “Add File”, “Document Drop” and documents attached to the emails which are imported in Sage CRM.
New Stuff: Edit File without installing plugin in Sage CRM 2023 R1
In previous version of Sage CRM, we can restrict users from uploading specific type of document. For e.g. If admin user does not want to allow pdf files to be uploaded in Sage CRM then he can add “.pdf” extension in the “File Extension Restriction” field. But, this restriction only applies to the “Add File” and “Document Drop” library options and not for email attachments. The drawback of this option is every time System Admin have to remember the restricted file extensions and he have to reupdate them in Sage CRM which is very risky task. As System Admin have to aware of any new malicious file names every time and same has to be restricted in CRM.
Now with the release of Sage CRM 2023 R1, System Admin don’t have to remember the file extension which needs to be restricted for upload. He has to only define the file extensions that to be uploaded in Sage CRM. Please follow the below steps to do the same.
- Login into Sage CRM.
- Go to Administration → Email and Documents → Documents & Reports Configuration.
- Set the File name extensions to be uploaded in Sage CRM in “FileExtensionAllowed” field. You can set the file extensions as comma separated.
- You can also set whether the executable file will be uploaded in Sage CRM or not by setting the “FileExtensionAllowExe” field to Yes/No. And add the file name extensions of executable files in the “FileExtensionAllowed” field.
You can refer the below screenshot for the same.
As displayed in above screenshot, “rtf,xls,xlsx,ppt,pptx,pdf,csv,xml,txt,jpg,jpeg,bmp,gif,png,svg,zip” file extensions has been set in Sage CRM. So, files with this extension will be uploaded in Sage CRM and if any file extension is missing in the list and user tries to upload that extension’s file then that file will be blocked as shown in below screenshot.
If executable files are allowed to be uploaded in Sage CRM then below are some file extension which Sage CRM allows as executable files.
com, cpl, dex, dll, exe, fon, mz, scr, sys, iec, ime, rs, tsp
Sage CRM 2023 R1 has the ability to identify executable file by checking its header. It identify the executable file even if any changes have been made to file extension.
In this way, In Sage CRM 2023 R1 we can add the file extensions to be uploaded in Sage CRM. And user can upload files on the Shared Documents tab or attaches files to a calendar task, email message, or communication using the “Add File” button or “Drop files here to attach them” area, or files emails against a record in Sage CRM using the “Import Emails” button.
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Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.