IE Drag & Drop

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Revision as of 00:25, 25 January 2012 by Sagecrmw (talk | contribs) (Created page with "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 You w...")
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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

You will then be prompted for a Note.

Fill in some details on the note

File:Dragdrop2

And Click "OK".

A new record is created in the "Documents" tab

File:Dragdrop3

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