{"id":8455,"date":"2014-08-16T06:47:22","date_gmt":"2014-08-16T06:47:22","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8455"},"modified":"2014-08-16T06:47:22","modified_gmt":"2014-08-16T06:47:22","slug":"document-management-against-lead-entity","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/16\/document-management-against-lead-entity\/","title":{"rendered":"Document Management against Lead Entity"},"content":{"rendered":"

Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time.
\nNew Stuff:<\/strong> <\/em><\/span>Fiddler: A tool which gives you a super power<\/a>
\nSage CRM also provides documentation in a very systematic way. In sales or service process, documents can be added in to respective entities using documents tab and can be accessed in the respective context itself. But you might have seen that Lead entity doesn\u2019t have Documents<\/strong> tab. There might be cases that client can ask for documents tab at lead level as his business involves document sharing at lead level. So how to add documents tab in lead?
\nAdding documents tab in lead is quiet easy and can be done with simple configurations as listed below.
\n1. Go to Administration | Customization | Lead<\/strong>
\n2. Click on Tabs<\/strong> tab
\n3. Click on Customize pencil icon
\n4. Enter Documents<\/strong> in Caption<\/strong> field
\n5. Select other<\/strong> in Action<\/strong> selection selection.
\n6. Select librarylist<\/strong> in System Act<\/strong> selection field
\n7. Click on Add<\/strong>
\n8 .Click on Save<\/strong>
\nBelow is the screenshot for reference.\"Image-1\"<\/a>
\nNow, you will be able to see documents tab on lead summary screen and clicking on to this tab will display document list as shown below.
\n\"Image-2\"<\/a>
\nDocuments can be added to lead using Add File button similar to the other entities.
\nPlease take a note this works beautifully for Lead entity, but does not show up same document under company, person entities attached with Lead. We have to write table level script to achieve this functionality.
\nAlso Read:<\/strong><\/em><\/span>
\n1) Increasing size of Email Editor in Sage CRM<\/a>
\n2) Greytrix Sage CRM migration Service \u2013 An overview of process<\/a>
\n3) Hide Export data option for Non admin users<\/a>
\n4) Where to search for Sage CRM Configuration components<\/a>
\n5) Email Order from Web Order Entry screen<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time. New Stuff:\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":[73,122,210,332,351,391,1,423],"tags":[740,993,1076,1497,2393],"class_list":["post-8455","post","type-post","status-publish","format-standard","hentry","category-configuration","category-document-sage-crm","category-lead","category-sage-crm","category-screen-sage-crm","category-tab","category-uncategorized","category-view","tag-configuration","tag-document","tag-entity","tag-lead","tag-tab"],"yoast_head":"\nDocument Management against Lead Entity - 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\/2014\/08\/16\/document-management-against-lead-entity\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Management against Lead Entity - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Documents are integral part for any business. 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