{"id":9875,"date":"2015-03-23T12:56:48","date_gmt":"2015-03-23T12:56:48","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9875"},"modified":"2015-03-23T12:56:48","modified_gmt":"2015-03-23T12:56:48","slug":"adding-documents-tab-to-leads-in-sage-crm-2014-r2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/23\/adding-documents-tab-to-leads-in-sage-crm-2014-r2\/","title":{"rendered":"Adding Documents Tab to Leads in Sage CRM 2014 R2"},"content":{"rendered":"

In Cloud Sage CRM 2014 R2, \u2018upload documents\u2019 and \u2018mail merge\u2019 functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents<\/strong> tab which is a useful feature for Sales and Marketing People. Lots of customers do a lot of customizations for this feature whereas this feature can be made available with a simple customization in Cloud Sage CRM. In fact in Cloud Sage CRM, upload documents and mail merge can be enabled for custom entities which can then be used for customized entities based on Customer’s Business requirements.
\nNew Stuff:<\/em><\/strong><\/span>\u00a0<\/em>DCOM configurations on 64 bit server and 32 bit Microsoft office \u2013 Part 2<\/a>
\nIn Sage CRM 2014 R2, you can enable the Documents tab and its functionality by following below steps.
\n1) Go to\u00a0Administration | Primary Entities | Lead
\n<\/strong>2) Click\u00a0on Tabs<\/strong>.
\n3) Click on\u00a0Lead<\/strong>\u00a0hyperlink in the\u00a0Tab Group Name\u00a0<\/strong>column or the pencil icon<\/strong> in the Customise column.
\n\"Lead2\"<\/a>
\n4) Enter\u00a0Documents\u00a0in the\u00a0Caption<\/strong>\u00a0field of the Properties panel and select\u00a0librarylist<\/strong>\u00a0from the\u00a0System Act\u00a0<\/strong>drop-down list.
\n\"Lead3\"<\/a>
\n5) Click on\u00a0Add<\/strong>\u00a0and then click on\u00a0Save<\/strong>\u00a0to save the changes.
\nWhen you go to Leads<\/strong> and navigate to any Lead record, you will be able to see a\u00a0Documents<\/strong>\u00a0tab where you can upload documents and the Mail Merge<\/strong>\u00a0function will be enabled with the Start Mail Merge<\/strong> button:
\n\"Lead4\"<\/a>
\nOnce done, you can use Mail Merge functionality for Leads in Sage CRM. Similar steps can be followed for customized entity.
\nAlso Read:<\/span>
\n<\/em><\/strong>1) Case entity pipeline Sage CRM 2014 R2
\n<\/a>2) Scheduling Backup activity through Sage CRM 2014 R2
\n<\/a>3) Opportunity Funnel in Sage CRM 2014 R2
\n<\/a>4) Inbuilt Add-ons \u2013 Sage CRM 2014 R2
\n<\/a>5) WORKFLOW IN SAGE CRM 2014 R2<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In Cloud Sage CRM 2014 R2, \u2018upload documents\u2019 and \u2018mail merge\u2019 functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents tab which is a useful feature for Sales and Marketing People. Lots of customers do a lot of customizations for this feature whereas this feature\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":[63,81,122,213,228],"tags":[993,1497,1503,1552,2022,2140],"class_list":["post-9875","post","type-post","status-publish","format-standard","hentry","category-cloud-crm","category-crm-dot-com","category-document-sage-crm","category-library-sage-crm","category-mailmerge","tag-document","tag-lead","tag-library","tag-mail-merge","tag-sage-crm-2014-r2","tag-sage-crm-com"],"yoast_head":"\nAdding Documents Tab to Leads in Sage CRM 2014 R2 - 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\/2015\/03\/23\/adding-documents-tab-to-leads-in-sage-crm-2014-r2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding Documents Tab to Leads in Sage CRM 2014 R2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Cloud Sage CRM 2014 R2, \u2018upload documents\u2019 and \u2018mail merge\u2019 functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents tab which is a useful feature for Sales and Marketing People. 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