Word Save To CRM: Difference between revisions
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(Created page with "The "Save To CRM" section contains 3 buttons. File:savetocrm.png When clicked the document is saved to CRM. *Save as "Letter Out" creates a communication of type "Letter O...") |
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Revision as of 20:45, 19 November 2011
The "Save To CRM" section contains 3 buttons.
When clicked the document is saved to CRM.
- Save as "Letter Out" creates a communication of type "Letter Out" against the entity.
- Save as "Letter In" creates a communication of type "Letter In" against the entity.
- Save as Document creates a library record against the entity.
Note: Each time this option is clicked a new record is created with the document uploaded again.
