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  • Using Drag & Drop to Upload Documents and Attach them to a Task

    In the article " Uploading and Attaching Documents to a Task in Different Browsers " I explained that in Sage CRM we can Upload Multiple Documents and Create a Task Attach Multiple Documents to an Existing Task The Drag and Drop document feature…
  • Controlling the Size and Type of Documents a user can upload

    Large files have a cost. They hog disc space and in a Sage CRM system the upload of files will take time and can be a real drag on the system for other users. Sage CRM has the ability for System Administrators to control the size of files being uploaded…
  • Managing Disc Clutter And Deleting Redundant and Unwanted Files

    I've already confessed in the article " Controlling the Size and Type of Documents a user can upload " that I have been guilty in the past of creating bloated files. Users like me who have a habit of uploading oversized files in Sage CRM can cause headaches…
  • Document upload

    Hi, As part of a project I have a custom mail merge .NET component that performs the document merge on the client machine. There are various reasons for this that I won't go into right now. However, what I need to be able to do is when the merge is…
  • Document upload for all employees to read

    hi, i have 200 employees and i need to send one and the same document to all 200 employees. Is this possible, if so how can i do this? Kind Regards