CRM Documents: Difference between revisions
From Accelerator for SageCRM
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The document is downloaded and can be opened from the bottom of the | The document is downloaded and can be opened from the bottom of the dialog | ||
Revision as of 10:36, 15 June 2021
The "Shared Documents" dialog will allow users to search for any global documents and attach them to the email or appointment.
This appears in the email compose window and appointment compose windows.
Documents can be filtered
Documents can be previewed by clicking the paperclip icon
The document is downloaded and can be opened from the bottom of the dialog
