In SageCRM, if a user adds a document under a company or a person then that is viewed by everyone who accesses the company or person under which the document is linked. This could be a good feature but this can also result in a scenario where user could get access to unwanted or information.… Read More »
Sage CRM has provided a very efficient way of dealing with all the documents related with entities through the Library functionality. The functionality is very simple and straight forward for day to day use where in you can upload your documents related to particular entity record from the documents tab against an entity. We can… Read More »
As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status “Draft”, but have you ever thought of editing the documents with status marked as “Final”? In case of the “Draft” documents, CRM provides “View Attachment”… Read More »