IE Drag & Drop

From Accelerator for SageCRM
Revision as of 00:25, 25 January 2012 by Sagecrmw (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
The printable version is no longer supported and may have rendering errors. Please update your browser bookmarks and please use the default browser print function instead.

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

You will then be prompted for a Note.

Fill in some details on the note

And Click "OK".

A new record is created in the "Documents" tab

  • Note: Mutliple files will all have the same single note recorded agains them and each will have a seperate library entry.
Retrieved from "https://accelerator.crmtogether.com/index.php?title=IE_Drag_%26_Drop&oldid=218"