{"id":25954,"date":"2021-10-29T12:16:46","date_gmt":"2021-10-29T12:16:46","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25954"},"modified":"2021-10-29T12:16:48","modified_gmt":"2021-10-29T12:16:48","slug":"error-in-document-drop-functionality-from-sage-crm-2020-r1-to-2021-r1","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/10\/29\/error-in-document-drop-functionality-from-sage-crm-2020-r1-to-2021-r1\/","title":{"rendered":"Error in Document Drop functionality from Sage CRM 2020 R1 to 2021 R1"},"content":{"rendered":"\n<p>Documents plays a vital role in every business organization. <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\" rel=\"noreferrer noopener\">Sage CRM<\/a> has the Documents feature available against every primary entities like Company, Person, Opportunity, Quotes, and Orders etc. In every business, documentation process involves gathering of all information of their business processes, some of them contains their client\u2019s confidential stuff.<\/p>\n\n\n\n<p>If a person gets replaced in the organization, then the other person replacing him can understand the client\u2019s progression using the documents. Sage CRM is having a provision to share the document with all the employees using \u201c<strong>Shared Documents<\/strong>\u201d tab. So, if any document needs to be accessible with all the employee\u2019s then manager can upload the document in Shared Documents tab and inform his subordinates to access it. We can also restrict the documents to be viewed to users based on their teams. Suppose, manager wants to share the documents based on their teams then he can select the team name while saving the documents. So user from one team cannot view the document of other team\u2019s user.<\/p>\n\n\n\n<p><strong>New Stuff<\/strong>: <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/10\/14\/error-exporting-reports-to-excel-in-crm-part-7-2\/\" target=\"_blank\">Error exporting reports to excel in CRM part \u2013 7<\/a><\/p>\n\n\n\n<p>In Sage CRM, documents can be uploaded against any entity using \u201c<strong>Add File<\/strong>\u201d button or using \u201c<strong>Document Drop<\/strong>\u201d functionality. After clicking on \u201c<strong>Add File<\/strong>\u201d button, it opens up the popup window to select the document. Once document selection is completed, document summary screen will open, where user can set the Type of documents, its category, team, and territory, whether it is private or not etc. as displayed in below screenshot. If document is selected as Private then only the user who have uploaded it can view it and not any other user.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/Document-Summary-1024x322.jpg\" target=\"_blank\" rel=\"noopener noreferrer\">\n<img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/Document-Summary-1024x322.jpg\" alt=\"Document Summary\"><\/a>\n\n<font size=\"2\"><center><i>Document Summary<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>Using Document Drop functionality, user can upload the documents very quickly. Document drop feature allows the user to upload the files by just dragging the file and dropping it on the \u201c<strong>Document Drop<\/strong>\u201d icon. We can enable or disable this functionality based on the user profile as explained in below blog link.<\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/19\/enable-disable-document-drop-functionality-based-on-user-profile\/\" target=\"_blank\">Enable \/ Disable Document Drop functionality based on User Profile<\/a><\/p>\n\n\n\n<p>In Sage CRM, if you upload the document with the same name against one record then it will append \u201c(1)\u201d at the end of the 2<sup>nd<\/sup> uploaded document. So that we can distinguished between the 2 documents uploaded. In Sage CRM 2020 R1, suppose you have uploaded a document using the documents or communications tab. Afterwards you have made some changes in the document and you are trying to upload the document with the same name using document drop functionality in documents tab then it appends (1) at the end of the file name. But, if you try to drop document from Communications tab then it does not append the file name with (1). &nbsp;Whereas it overwrites the original file in the Library folder. So the previous record will also show the modified file. After doing lot of RnD, we found that this is the bug in CRM and it is solved in Sage CRM 2021 R2.<\/p>\n\n\n\n<p>Thus, to overcome the glitch of Document drop functionality in Sage CRM 2020 R1, User may have to upgrade from Sage CRM 2020 R2 to Sage CRM 2021 R2. Apart from this, the manual Document upload functionality is readily available.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Documents plays a vital role in every business organization. Sage CRM has the Documents feature available against every primary entities like Company, Person, Opportunity, Quotes, and Orders etc. In every business, documentation process involves gathering of all information of their business processes, some of them contains their client\u2019s confidential stuff. If a person gets replaced\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/10\/29\/error-in-document-drop-functionality-from-sage-crm-2020-r1-to-2021-r1\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,30,31,122,123,152,153,213,281,332,412,413],"tags":[516,994,4352,4502,4093,4341,4503],"class_list":["post-25954","post","type-post","status-publish","format-standard","hentry","category-administrator","category-attachment","category-attachments","category-document-sage-crm","category-document-drop-sage-crm","category-feature","category-features","category-library-sage-crm","category-pdf","category-sage-crm","category-sage-x3-upgrade","category-upload","tag-add-file","tag-document-drop","tag-document-drop-functionality","tag-error-in-document-drop-functionality-from-sage-crm-2020-r1-to-2021-r1","tag-sage-crm-2020-r1","tag-sage-crm-2021-r1","tag-shared-documents"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Error in Document Drop functionality from Sage CRM 2020 R1 to 2021 R1 - 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\/2021\/10\/29\/error-in-document-drop-functionality-from-sage-crm-2020-r1-to-2021-r1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Error in Document Drop functionality from Sage CRM 2020 R1 to 2021 R1 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Documents plays a vital role in every business organization. Sage CRM has the Documents feature available against every primary entities like Company, Person, Opportunity, Quotes, and Orders etc. In every business, documentation process involves gathering of all information of their business processes, some of them contains their client\u2019s confidential stuff. 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