{"id":12760,"date":"2016-05-19T10:30:56","date_gmt":"2016-05-19T10:30:56","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12760"},"modified":"2016-05-19T10:30:56","modified_gmt":"2016-05-19T10:30:56","slug":"enable-disable-document-drop-functionality-based-on-user-profile","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/19\/enable-disable-document-drop-functionality-based-on-user-profile\/","title":{"rendered":"Enable \/ Disable Document Drop functionality based on User Profile"},"content":{"rendered":"

In Sage CRM there is one great feature i.e. Documents Drop by which you can upload the document very quickly. Also, you can enable\/Disable this feature based on the Users profile. In this blog we are going to explain you how to enable or disable this functionality based on the User profile.
\nNew\u00a0 Stuff: <\/strong><\/em>Renaming of Self Service URL<\/a><\/span>
\nDocument Drop feature allow user to upload the files by Drag and Drop. Whenever users wants to upload any file. User needs to drag and drop file on the Document drop icon. Once the file is dropped new communication window will get opened and attachment will get saved against the Communication record.
\nRecently one of our customer came up with problem that, user was unable to see Document Drop button under Communication Tab. On investigation we come to know that due to some user rights on the Communication entity (Insert privileges not enabled for the User Profile). User was not able to access this functionality.
\nTo solve this issue below steps are need to be follow.
\n1)\u00a0Navigate to Administrator ->\u00a0Users -> Security -> Security Profiles, select the profile for which you want to enable this functionality.
\n2)\u00a0Set the insert privilege to Communication Entity. Refer below screenshot.
\n\"Security<\/a>
\nNow you can see Document Drop functionality will be enabled for the User who belongs to that profile. Refer below screenshot.
\n\"Document<\/a>
\nNote: Document Drop button is available only on IE browser<\/strong>
\nAbout Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\nAlso Read<\/strong>:
\n<\/em><\/span>1)\u00a0Allow ActiveX Document Drop in CRM v7.2
\n<\/a>2)\u00a0Document Drop Functionality in Communication tab of Sage CRM
\n<\/a>3)\u00a0Set default action based on file extension at the time of document drop
\n<\/a>4)\u00a0XeWare Document Drop Plug-in
\n<\/a>5)\u00a0Permissions error on document drop<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage CRM there is one great feature i.e. Documents Drop by which you can upload the document very quickly. Also, you can enable\/Disable this feature based on the Users profile. In this blog we are going to explain you how to enable or disable this functionality based on the User profile. New\u00a0 Stuff: Renaming\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":[1],"tags":[],"class_list":["post-12760","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nEnable \/ Disable Document Drop functionality based on User Profile - 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\/05\/19\/enable-disable-document-drop-functionality-based-on-user-profile\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enable \/ Disable Document Drop functionality based on User Profile - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM there is one great feature i.e. Documents Drop by which you can upload the document very quickly. 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