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  • Document drop

    Hello all I have created a new main entity using the main entity Wizard v7.3. I have ticked the has library and has communications buttons and, indeed, those tabs appear. I can see all the buttons I would expect to see apart from the document drop plugin…

  • 7.2d, Document Drop not working

    Clients environment, CRM 7.2d, SQL Server 2008R2, integrated with Sage 300 ERP 2014, Workstation O/S Windows 7 Pro, Browser IE 11. On only one workstation, the Document Drop in CRM does not work. Any ideas as to the cause? Heavily used workstation…

  • Adding the Document Drop Plugin into a Custom Page in Sage CRM v7.2

    I note in this article Jeff talks about adding the document drop plugin to a custom entity. https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2009/03/30/adding-the-document-drop-plugin-into-a-custom-page.aspx Is there…

  • How do we export "Person" and "Case" data, along with associated communications and documents out of Sage. I need it in csv format.

    I need to move a complete copy, in csv format out of sage. Any suggestions?

  • Document drop and Chrome

    Hi, When using Chrome, the button for the document drop does not show up in the tasks and communications. I called Sage CRM tech support and they said it might be by design????? He also said it was a known issue and they escalated it to research and…

  • 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…

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