Tag Archives: communication and upload documents

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 »

Create Communication while uploading document in Sage CRM

As you all know, Documents plays a vital role in any business. Various documents are being shared while investing in a business with a Client. Sage CRM do allows to follow/manage the business process through Sales and Service module of CRM. And also the related documents can be added against the Documents tab available against… Read More »