--- title: Working with File Attachments in Sage CRM description: How to use the new file attachment and document drop functionality for Sage CRM in Sage 300 ERP 2012. --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Working with File Attachments in Sage CRM **twitter **linkedin **facebook The newest version of Sage CRM that's compatible with [Sage 300 ERP](https://www.equationtech.us/sage_erp_accpac/) 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](https://www.equationtech.us/SageCRM/) 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 [c](https://www.equationtech.us/contact/)[ontact us](https://www.equationtech.us/contact/) if you questions about these new features or want to discuss an upgrade of Sage CRM for Sage 300 ERP (formerly "Sage Accpac"). ### Related Articles Other Sage 300 ERP newsletter articles you might be interested in: [Sage 300 ERP Version 2012 Gets a Little Smarter](https://www.equationtech.us/sage-accpac-blog/bid/94474/Sage-300-ERP-Version-2012-Gets-a-Little-Smarter) [How to Color Code Companies in Sage 300 ERP](https://www.equationtech.us/sage-accpac-blog/bid/94476/How-to-Color-Code-Companies-in-Sage-300-ERP) [Sage 300 ERP News & Updates](https://www.equationtech.us/sage-accpac-blog/bid/94477/Sage-300-ERP-News-Updates) [A Quick Message to Sage CRM Customers](https://www.equationtech.us/sage-accpac-blog/bid/94479/A-Quick-Message-to-Sage-CRM-Customers) ### Related Articles ##### [Sage 300 & Windows 10 End of Life: What You Need to Know](https://www.equationtech.us/sage-accpac-blog/sage-300-windows-10-end-of-life-what-you-need-to-know) There’s been a lot of conversation lately around Windows 10 end of life and what that means for... ##### [From Start-Up to Quarter Billion – How Sage 300 Scaled Success](https://www.equationtech.us/sage-accpac-blog/from-start-up-to-quarter-billion-how-sage-300-scaled-success) We also have a [video version](https://drive.google.com/file/d/1ssdM9iHt6Wz86A-VDvAER03NdXkAodg9/view?usp=sharing) of this article, where you can hear directly from one of our ERP... ##### [How to Simplify Payroll and Job Costing with Sage 300](https://www.equationtech.us/sage-accpac-blog/how-to-simplify-payroll-and-job-costing-with-sage-300) Getting payroll to play nice with your job costing system is like fitting a square peg into a round... ## Need Help Now? 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