{"id":12131,"date":"2016-03-03T06:22:10","date_gmt":"2016-03-03T06:22:10","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12131"},"modified":"2016-03-03T06:22:10","modified_gmt":"2016-03-03T06:22:10","slug":"attach-meeting-documents-against-appointments-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/03\/attach-meeting-documents-against-appointments-in-sage-crm\/","title":{"rendered":"Attach Meeting Documents against Appointments in Sage CRM"},"content":{"rendered":"

Sage CRM<\/a> has helped to manage all communication related activities with the help of tasks, appointments, emails etc. Data security and management has also been made easily available within Sage CRM\u2019s<\/a> various modules or entities. But have you ever came across such a requirement where to need to upload documents related to specific appointments?<\/p>\n

New Stuff:\u00a0<\/em><\/strong>Get Dropbox Event updates into Sage CRM Interactive Dashboard Gadget<\/a><\/span><\/span><\/p>\n

Though the Documents tab helps to upload various types files in CRM, there had never been a separate library list against the appointments scheduled as we have against leads, opportunities etc.
\nThis feature can be easily enabled by following below mentioned steps-
\n1.<\/strong> Navigate to Administration | Customizations | Communications<\/strong> section.
\n2.<\/strong> Under the Tabs<\/strong> section, select communication<\/strong> tab and make below mentioned settings.
\n\"Image2\"<\/a>
\n\"Untitled<\/a><\/p>\n

To restrict the Documents tab access for Appointment\u2019s records only, you can add above mentioned SQL condition or else it will be displayed against both Tasks and Appointment records. Once we are done with this, we can add documents against appointments.<\/p>\n

\"Image3\"<\/a><\/p>\n

Also Read:<\/em><\/strong><\/span>
\n1.<\/strong> Missing Download Attachment button on Documents Tab<\/a>
\n2.<\/strong> Attached Multiple Documents in the Communication<\/a>
\n3.<\/strong> Attached Company Library Document in Email<\/a>
\n4.<\/strong> Secure Documents and Communications in Sage CRM<\/a>
\n5.<\/strong> Download Documents from Self-service site<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM has helped to manage all communication related activities with the help of tasks, appointments, emails etc. Data security and management has also been made easily available within Sage CRM\u2019s various modules or entities. But have you ever came across such a requirement where to need to upload documents related to specific appointments? New\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[30,31,122,184,213,332,1],"tags":[564,565,583,584,715,997,1588],"class_list":["post-12131","post","type-post","status-publish","format-standard","hentry","category-attachment","category-attachments","category-document-sage-crm","category-import-sage-crm","category-library-sage-crm","category-sage-crm","category-uncategorized","tag-appointment","tag-appointments","tag-attachments","tag-attachments-against-appointments","tag-communications","tag-documents","tag-meeting-attachments"],"yoast_head":"\nAttach Meeting Documents against Appointments in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/03\/attach-meeting-documents-against-appointments-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Attach Meeting Documents against Appointments in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has helped to manage all communication related activities with the help of tasks, appointments, emails etc. Data security and management has also been made easily available within Sage CRM\u2019s various modules or entities. 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