First, A Word About Web Browsers
Uploading and Attaching Multiple Files
1. Open a Customer Record and select New Task from the Communications Tab.
2. You'll be promplted to save the task first- Click OK.
3. From the Attachments Tab, select Add File and select all the files you want to add in one single upload.
The files will display on the Attachments tab on the task. If you were uploading files to a Customer Record (instead of a task), the process is similar and the files would display in a list below the Document Details panel. Other enhancements include the ability for administrators to limit the file type, size, and quantity to prevent the upload of potentially harmful files (i.e.. EXE files).
Drag and Drop Option
Better Visibility of File Attachments
Contact Us if you have questions about these new features or want to discuss an upgrade of Sage CRM for Sage 100 ERP.