{"id":4034,"date":"2013-05-29T10:25:18","date_gmt":"2013-05-29T10:25:18","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4034"},"modified":"2013-05-29T10:25:18","modified_gmt":"2013-05-29T10:25:18","slug":"document-drop-functionality-in-communication-tab-of-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/","title":{"rendered":"Document Drop Functionality in Communication tab of Sage CRM"},"content":{"rendered":"

Document Drop feature in Sage CRM allows users to drag-and-drop files as an alternative method of uploading attachments. It provides a short cut for linking documents, e-mails, or any type of file from another application to customer data in CRM. In addition, if a document is dropped onto the icon in any of the communication lists, a new communication record is created and the document is saved as an attachment to the communication. As a result, whenever user uploads a document in Sage CRM; all uploaded documents are added into library table.
\nRecently, one of our clients came up with an issue. The issue was regarding the document drop functionality in communication Tab. After uploading the document, a new entry is created in Library table.<\/span><\/p>\n

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

Also Read:<\/strong><\/span>\u00a0Document Upload Notification in Sage CRM<\/a><\/em>
\nEverything seems to be working fine at front-end level for the newly uploaded document. Users are able to view the attachment properly in CRM. When we check the same record in Library table, we found that the document name got saved with different name at back-end level.
\nAllow me to explain the same in detail; the document name was test.docx file and when uploaded the same using document drop option in communication tab, the document name got saved in the library table as Test33811251.docx<\/span><\/p>\n

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

It seems that it appends a random number to the document name in the library table. The same functionality is working fine from documents tab of any entity. The file name saved in the system is the original file name when we dragged and dropped the document from documents tab.
\nGenerally, users get panicky when they check the record at database level, but there is nothing to worry since the functionality remains the same at front-end level. Users can view this document properly in Sage CRM.<\/span>
\nRelated Posts:<\/strong><\/p>\n

1.<\/strong>\u00a0Notification Features in Sage CRM v7.2<\/a>
\n2.<\/strong>\u00a0Email Screen in Sage CRM 7.2<\/a>
\n3.<\/strong>\u00a0Sage CRM Mapping Component<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Document Drop feature in Sage CRM allows users to drag-and-drop files as an alternative method of uploading attachments. It provides a short cut for linking documents, e-mails, or any type of file from another application to customer data in CRM. In addition, if a document is dropped onto the icon in any of the communication\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":[332],"tags":[711,994,2010],"class_list":["post-4034","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-communication","tag-document-drop","tag-sage-crm"],"yoast_head":"\nDocument Drop Functionality in Communication tab of 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\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Drop Functionality in Communication tab of Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Document Drop feature in Sage CRM allows users to drag-and-drop files as an alternative method of uploading attachments. It provides a short cut for linking documents, e-mails, or any type of file from another application to customer data in CRM. In addition, if a document is dropped onto the icon in any of the communication\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-05-29T10:25:18+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/05\/Communication-tab-1024x466.png\" \/>\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=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/\",\"name\":\"Document Drop Functionality in Communication tab of Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/05\/Communication-tab-1024x466.png\",\"datePublished\":\"2013-05-29T10:25:18+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/05\/Communication-tab-1024x466.png\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/05\/Communication-tab-1024x466.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Document Drop Functionality in Communication tab of Sage CRM\"}]},{\"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Document Drop Functionality in Communication tab of Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/","og_locale":"en_US","og_type":"article","og_title":"Document Drop Functionality in Communication tab of Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Document Drop feature in Sage CRM allows users to drag-and-drop files as an alternative method of uploading attachments. It provides a short cut for linking documents, e-mails, or any type of file from another application to customer data in CRM. In addition, if a document is dropped onto the icon in any of the communication\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2013-05-29T10:25:18+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/05\/Communication-tab-1024x466.png","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/","name":"Document Drop Functionality in Communication tab of Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/05\/Communication-tab-1024x466.png","datePublished":"2013-05-29T10:25:18+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/05\/Communication-tab-1024x466.png","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/05\/Communication-tab-1024x466.png"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/29\/document-drop-functionality-in-communication-tab-of-sage-crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Document Drop Functionality in Communication tab of Sage CRM"}]},{"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/4034","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=4034"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/4034\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=4034"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=4034"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=4034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}