In today’s fast-paced business environment, efficiency and productivity are of paramount importance. SuiteCRM users can now significantly enhance their workflow by utilizing the innovative bulk upload add-on, developed by Urdhva Tech. This add-on allows users to upload multiple documents swiftly through a drag and drop function, eliminating the need for navigating to the Documents subpanel.
Simplifying Document Upload with Drag and Drop
The drag-drop feature can be configured for any Documents subpanels on both base and custom modules. Users can effortlessly drag and drop multiple files into the configured modules directly in the Detail View. This efficiency not only saves valuable time but also reduces the complexity of navigating through various subpanels.
Customization and Flexibility
Administrators have the flexibility to set up the drag and drop option for all document relationships, whether default or custom-created. This setup is particularly beneficial for modules with multiple relationships to the Documents module, allowing managers to activate the drag and drop feature selectively. If multiple relationships are enabled, users will find distinct containers for each, facilitating an organized upload process.
Moreover, you can configure default values for document fields while uploading, ensuring consistency and accuracy across all entries. For example, in a Contacts module with relationships named ‘Initial Documents’ and ‘Referral Documents’, users can drag and drop files into separate containers tailored for each relationship, complete with custom default field values.
Why Choose Urdhva Tech?
Urdhva Tech is a leading SuiteCRM Consulting, Implementation, Training, and Customization service provider based in Ahmedabad, Gujarat, India. Our expert team, with over a decade of focused experience in CRM solutions, is dedicated to helping businesses streamline processes and reduce overhead costs while maintaining top-notch service quality.
Utilizing our drag and drop module not only enhances SuiteCRM’s document handling capabilities but also integrates seamlessly with other work apps. This integration supports a wide range of file types such as PDFs, Word documents, and images, allowing users to preview them directly within SuiteCRM.
Interested in learning more? Contact Urdhva Tech for further inquiries or request a demo to experience firsthand how this add-on can revolutionize your document management within SuiteCRM.