Working with File Attachments in Sage CRM

Posted by Erica Burles on Tue, Mar 5, 2013

The newest version of Sage CRM that's compatible with Sage 300 ERP 2012 (formerly "Sage ERP Accpac") introduced several enhancements to the file attachment functionality, including the ability to upload multiple files at once, attach multiple files to a single task, and a new drag-and-drop interface. Here's a closer look.

First, A Word About Web Browsers

It's worth noting that in the past, Sage CRM was primarily compatible with Microsoft Internet Explorer (IE). But recent enhancements have made the system compatible with all major web browsers including Apple Safari, Google Chrome, and Mozilla Firefox.  While it opens up more options and possibilities, it also means that each browser might work just a little bit differently with Sage CRM which you'll notice as we discuss the file attachment enhancements here.

Uploading and Attaching Multiple Files

In previous versions of Sage CRM, you could only upload one file attachment at a time ... and that's still the case if you use IE and Safari. However using Chrome or Firefox, you can attach multiple documents to a record or task in a single upload. Here's how to add multiple files to a task.

  1. Open a Customer Record and select New Task from the Communications Tab.
  2. You’ll be prompted 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

Document Drop capability allows you to drag-and-drop files as an alternative method of uploading attachments. While this functionality has been around for a while, it's now compatible with Chrome and Firefox which allows you to drag-and-drop multiple files at once using the Drop Files Here zone found throughout Sage CRM.

Better Visibility of File Attachments

In previous versions of Sage CRM, you had to drill down to launch file attachments. Now anywhere you see the View Attachment paperclip icon, you can open the attachment directly without drill down.

Need help figuring it all out? Be sure to contact us if you questions about these new features or want to discuss an upgrade of Sage CRM for Sage 300 ERP (formerly "Sage Accpac").

Get the Whole Scoop

This post is an article that appeared in our Sage 300 ERP newsletter for 1st Quarter - 2013. To download or view the full newsletter, click the thumbnail image below:

Sage 300 ERP Newsletter - Q1 2013

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Other Sage 300 ERP newsletter articles you might be interested in:

Sage 300 ERP Version 2012 Gets a Little Smarter

How to Color Code Companies in Sage 300 ERP

Sage 300 ERP News & Updates

A Quick Message to Sage CRM Customers

Topics: Sage 300 Tips & Tricks

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