Visit Sage CRM Main Website
About Sage CRM
Browse By Tags
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...
18 Aug 2010
Integrating Sage CRM with Indexing Services to enable full document search
Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the screen shot displayed below, it is possible to easily integrate Microsoft Indexing Services into...
10 Jul 2009
Updating the comp_librarydir Library Path in the Demo Data
In the demo data there are a few company records that have entries in the comp_librarydir field that do not match the usual format of such data. You can see some of these in the image below. New company records that are added into the system will follow the correct pattern. The inconsistency...
1 Feb 2011
A round up of articles about coding for the library and documents
The document upload into Sage CRM is designed to allow the easy upload of files on an Ad Hoc basis. The document upload feature (at the time of writing this article) differs slightly depending on which browser you use. But it can be time consuming to add groups of files to company and person records...
30 Jul 2015
© The Sage Group plc 2019
All Rights Reserved