Category Archives: Attachment

Sage CRM 2021 R2: Selection of Template while sending Quote or Order

With the release of Sage CRM‘s new version i.e., Sage CRM 2021 R2 many new features as well as enhancements are made available that help to manage the Customer Relationship and make the business process smooth and trouble-free as well as user-friendly to use. One of the new enhancements is now available on Quote and… Read More »

Error in Document Drop functionality from Sage CRM 2020 R1 to 2021 R1

Documents plays a vital role in every business organization. Sage CRM has the Documents feature available against every primary entities like Company, Person, Opportunity, Quotes, and Orders etc. In every business, documentation process involves gathering of all information of their business processes, some of them contains their client’s confidential stuff. If a person gets replaced… Read More »

Sage CRM 2021 R2: UX improvements – Configuration of Quote/Order merge document names

Sage CRM’s Mail merge functionality is one of the well – known and most useful functionality for every Business. The ability to merge the transaction details onto a word or pdf document with just few clicks had made it the most prominent feature of Sage CRM. The provision to create numerous templates categorized on a… Read More »

Deselect Create Communication during Mail Merge in Sage CRM

Sage CRM’s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server – side process, doesn’t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply… Read More »

Attach Multiple Documents in Sage CRM against any entity

For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. Sage CRM’s inbuilt Library management feature has helped the organization to maintain the documents related to any of the entities such as Customer, Opportunity, Cases etc. The ability of storing Documents from and… Read More »

Restrict Users from accessing Document of Different territory

In today’s world, where maintaining and managing details within a system is a must from automation point of view; documenting necessary stuff is also very important on another hand. While working in an organization, at one point there is always a need of storing company documents in a safe place. Every business has its own… Read More »

Increase File Size Limitation for uploading documents

Sage CRM has always been capable enough to provide with all the important aspects that would help in smooth functioning of capturing and managing data in CRM. One such important feature is of managing documents in CRM. Sage CRM allows you to upload different types of documents like text, word, PDF or excel in the… Read More »

Unable to Upload File in Sage CRM

Managing Documents is one of the most useful and flexible feature within Sage CRM. The Documents tab serves as an interface to all documents and templates that are stored in the Sage CRM library. Users can link a copy of the merged document, attach a copy of a document generated outside Sage CRM to a record, can view merged… Read More »

Restrict Document View in Shared Documents tab in Sage CRM 2018 R2 onwards

In Sage CRM, Shared Documents tab is used to store corporate documents that can be accessed quickly whenever required. Only System administrators and Info managers with Document Library Rights can add or edit shared documents. One can add document in Shared documents tab by navigating through My CRM -> Shared Documents tab. But, what if… Read More »

How to Make Document Visible for All Users

As you all know Sage CRM comes with bundle of standard functionalities which fulfill user requirements such as Email, SMS, Reports and documents etc. By default CRM put some restrictions on this functionalities like while merging a document against any entity we need to fill some details on screen, and based on that details document… Read More »