Browse By Tags

  • Can we use ftps directory instead of Physical root directory for Document Sync Server

    We are using multi-server environments with Sage CRM 7.1 version and separate document server. Planned to re-platforming environment and upgrade latest version. due to security restrictions we cant use document server within security zone. Currently referring…
  • 7.1 SP2: Library Management Empty

    Hi, Upgraded yesterday to 7.1 SP2 and have noticed the Library Management screen (which we have never used before). Looking at the video for using this feature, it is supposed to be populated with documents but ours is empty. I have checked that the…
  • Document Drop: Name Control

    Good day Is it possible to customize Document Drop in CRM? We are facing the dilemma where users are uploading documents with special characters (+) in the file name. The system says that the file is uploaded but it isn’t. Is there a way to build…