Tag Archives: Attachment

How to give Name in Communication List for Attachment column

Hello everyone! As we know that SAGE CRM is enriched with number of functionalities such as maintaining Customer records, creating communications against customers, attaching documents in communication record, etc. The communication list also display records with attachment but it doesn’t allocate the “Column Name” to it. Can we give suitable name to the column for… Read More »

Upload Attachment to a particular Case.

Need to store information against a particular case in file format? Want to upload an attachment for the case? Looking for Library against Cases? Solution: We have a tool, which provides a button say “Upload a File” which is visible on screen once the Case has been saved. Whenever user clicks on this button a… Read More »