Managing documents within SuiteCRM has never been easier, thanks to the multi-file upload and preview functionality brought to you by Ideadunes. This innovative feature enables users to upload various file types such as PDFs, Word Docs, TXT, PNG, JPG, and more, right from within SuiteCRM. Let’s dive into how this enhancement can revamp your CRM operations.
Revolutionizing Document Management in SuiteCRM
With the newly created special data type for SuiteCRM/Sugar CRM, users can effortlessly upload multiple files to any record. This feature is compatible with both previous and latest versions 6.5.25 & 7.10.5. Once uploaded, the documents are prominently visible in various views such as Edit View, Detail View, Sub Panel (Quick Create), List View, and Dashboard, allowing for seamless document management.
Preview Documents Right Where You Are
One of the standout features of this add-on is the ability to preview documents within both detail and edit views, enhancing the user experience. Whether it’s a PDF, image, or text document, each file can be viewed and managed with ease. For example, in Detail View and List View, documents can be previewed directly, providing quick access to important information.
Features You Can’t Afford to Miss
Here’s a snapshot of some of the extraordinary benefits you can leverage:
- Streamlined document uploads across all SuiteCRM modules.
- Robust integration with both core and custom modules.
- Quick document linking and management using the drag-and-drop sidebar widget.
Support You Can Count On
At Ideadunes, we are committed to ensuring client satisfaction. Our support team is available to assist you with any queries you may have regarding this add-on. We also offer the possibility to consult our detailed User Guide or reach out for personalized support via our support services. Charges vary based on the required support area.
Seamless Integration and Additional Plugins
Our multi-file upload add-on integrates seamlessly with other workplace apps, offering real-time customer insights through Glances integration. Additionally, you can further enhance productivity with other plugins like the Drag N Drop module, which accelerates document creation and association with specific records.
For more information on enhancing your SuiteCRM functionality with our add-ons, visit this page.