{"id":3777,"date":"2013-04-23T10:30:06","date_gmt":"2013-04-23T10:30:06","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=3777"},"modified":"2022-11-04T10:54:43","modified_gmt":"2022-11-04T10:54:43","slug":"document-upload-notification-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/23\/document-upload-notification-in-sage-crm\/","title":{"rendered":"Document Upload Notification in Sage CRM"},"content":{"rendered":"<p>Sage CRM provides various feature\/options to store important documents against its entities like Company, Person, Cases, etc. Few days back, we came up with a requirement of showing on-screen notification if any document is uploaded in Sage CRM by a Team member.<br \/>\nWe have even added an on-screen notification as an optional part. Notification will be visible to the users if and only if the Screen Notification\u00a0check-box\u00a0is checked, while uploading the document.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/04\/Screen-Notification.png\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter  wp-image-3778\" title=\"Screen Notification\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/04\/Screen-Notification.png\" alt=\"\" width=\"728\" height=\"327\" \/><\/a><\/p>\n<p><em><span style=\"color: #0000ff;\"><strong>Also Read:<\/strong><\/span>\u00a0<a title=\"Notification Features in Sage CRM v7.2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/18\/notification-features-in-sage-crm-v7-2\/\" target=\"_blank\" rel=\"noopener\">Notification Features in Sage CRM v7.2<\/a><\/em><br \/>\nOnce the uploaded document is saved, members from the Same Team would be able to view onscreen notification on their screen.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/04\/Notification.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter  wp-image-3779\" title=\"Notification\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/04\/Notification.png\" alt=\"\" width=\"728\" height=\"267\" \/><\/a><\/p>\n<p style=\"padding-left: 30px;\"><em><strong>Note:<\/strong> Notification only goes to the Team members. Hence, document data is secured and maintained.<\/em><\/p>\n<p>Well, if your business process demands document on-screen notification functionality then you can drop us an email for more details on this add-on.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM provides various feature\/options to store important documents against its entities like Company, Person, Cases, etc. Few days back, we came up with a requirement of showing on-screen notification if any document is uploaded in Sage CRM by a Team member. We have even added an on-screen notification as an optional part. Notification will\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/23\/document-upload-notification-in-sage-crm\/\">Read More &raquo;<\/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":[332],"tags":[794,996,1680,1701,2010],"class_list":["post-3777","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-crm-7-1","tag-document-upload","tag-notification","tag-on-screen-notification","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Document Upload Notification 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\/2013\/04\/23\/document-upload-notification-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Upload Notification in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM provides various feature\/options to store important documents against its entities like Company, Person, Cases, etc. Few days back, we came up with a requirement of showing on-screen notification if any document is uploaded in Sage CRM by a Team member. 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