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  • Blog Post: Uploading Documents to the Library with the ASP COM API

    In Sage CRM if you have created a new custom entity using the Advanced Customization Wizard then you would have had the option to create a libary page for the entity. This provides a straight forward way of allowing documents to be uploaded into the library and associated with the custom entity. Below...
  • Blog Post: Listing Files Not Uploaded and Stored using the Sage CRM interface

    Occasionally you may customer requirement to store relatively large numbers of documents associated with a company, person or opportunity record outside the main librabry mechanism. As an example of this requirement imagine an organisation that sells design services to real estate developers. Such a...