View source for IE Drag & Drop

Files can be recorded in Sage CRM by dragging and dropping from Explorer.

From Explorer drag a file and drop it on the Sage CRM Accelerator Toolbar

[[File:dragdrop1.png]]

You will then be prompted for a Note.

Fill in some details on the note

[[File:dragdrop2.png]]

And Click "OK".

A new record is created in the "Documents" tab

[[File:dragdrop3.png]]

*Note: Mutliple files will all have the same single note recorded agains them and each will have a seperate library entry.