IE Drag & Drop: Difference between revisions
From Accelerator for SageCRM
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Revision as of 00:25, 25 January 2012
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.
