{"id":252,"date":"2010-08-30T09:53:00","date_gmt":"2010-08-30T09:53:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=252"},"modified":"2023-10-06T06:31:40","modified_gmt":"2023-10-06T06:31:40","slug":"communication-attachments-in-self-service","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/30\/communication-attachments-in-self-service\/","title":{"rendered":"Communication Attachments in Self Service"},"content":{"rendered":"

In day-to-day life maintaining documentation for everything is quite a cumbersome task. Sage CRM has endowed with a nice tool to upload\/download an attachment for main entities like Company, Person, Cases, Opportunities, and Communications etc. CRM user can attach issue or new prospect related documentations within CRM, but have you ever thought of making available these documents to Self Service users.<\/p>\n

As per standard, Sage CRM Self Service portal allows user to add communications as Diary or cases using:<\/p>\n

1. Report a Problem (log a new case)
\n2. News Letters
\n3. Add Diary i.e. Communication
\n4. View Communication<\/p>\n

There is no way to upload\/download attachments for cases\/communications
\nSo Greytrix has implemented an Out Of Box solution which allows user to attach documents through Self Service portal.<\/p>\n

We have provided a tab against communication named \u201cAttachments\u201d which lists out all the documents with download option.<\/p>\n

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

We can implement this feature for Cases also in Self Service. Hope you would definitely like to have this enhanced functionality!<\/p>\n

If you find this content useful, please feel free to drop us an email at crm@greytrix.com<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

In day-to-day life maintaining documentation for everything is quite a cumbersome task. Sage CRM has endowed with a nice tool to upload\/download an attachment for main entities like Company, Person, Cases, Opportunities, and Communications etc. CRM user can attach issue or new prospect related documentations within CRM, but have you ever thought of making available\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1012,2262,2516],"class_list":["post-252","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-download-attachment","tag-self-service-portal","tag-upload-within-crm"],"yoast_head":"\nCommunication Attachments in Self Service - 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\/2010\/08\/30\/communication-attachments-in-self-service\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Communication Attachments in Self Service - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In day-to-day life maintaining documentation for everything is quite a cumbersome task. Sage CRM has endowed with a nice tool to upload\/download an attachment for main entities like Company, Person, Cases, Opportunities, and Communications etc. CRM user can attach issue or new prospect related documentations within CRM, but have you ever thought of making available\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/30\/communication-attachments-in-self-service\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2010-08-30T09:53:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-06T06:31:40+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/THt9iX5_2JI\/AAAAAAAABG0\/M8q5uPAXwBU\/s320\/clip_image002.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/30\/communication-attachments-in-self-service\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/30\/communication-attachments-in-self-service\/\",\"name\":\"Communication Attachments in Self Service - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/30\/communication-attachments-in-self-service\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/30\/communication-attachments-in-self-service\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/THt9iX5_2JI\/AAAAAAAABG0\/M8q5uPAXwBU\/s320\/clip_image002.jpg\",\"datePublished\":\"2010-08-30T09:53:00+00:00\",\"dateModified\":\"2023-10-06T06:31:40+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/30\/communication-attachments-in-self-service\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/30\/communication-attachments-in-self-service\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/30\/communication-attachments-in-self-service\/#primaryimage\",\"url\":\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/THt9iX5_2JI\/AAAAAAAABG0\/M8q5uPAXwBU\/s320\/clip_image002.jpg\",\"contentUrl\":\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/THt9iX5_2JI\/AAAAAAAABG0\/M8q5uPAXwBU\/s320\/clip_image002.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/30\/communication-attachments-in-self-service\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Communication Attachments in Self Service\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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