Sage CRM

I need an example of documents upload for Self Service and the list of uploaded documents.

Good afternoon everyone, We have been using CRM Cloud for a while now and while there are a few issues that we are learning to live with there is one that is really starting to frustrate us. When uploading anything such as saving an edited word document…

The types of files can be restricted from uploading to Document Library on Sage CRM. I wonder, by default, are there any types of files blocked from uploading to Document Library by default, or all types of files can be uploaded to Document Library. Thanks…

Hi All, Is it possible to add new upload option to existing upload options(company, Individuals and leads) ? if Yes, please tell me how. I need to import data from excel/csv into new custom entity.

Hi, I am using Sage CRM v7.2. I have to import data from an XML file to my custom entity. I noticed that Sage CRM doesnt support importing for custom entities. Is importing data in SQL server directly to my "Custom entity " table the most effective…