Upload Multiple Files to Same Record Suite Crm
Problem statement:
- By default, CRM does not have the facility to upload multiple documents or images. Merely one file blazon data blazon exists which allows uploading unmarried file.
- Hard to rename documents/images etc but they should be homo and SEO friendly.
- No preview facility. By default, CRM does not accept the facility to preview the documents uploaded.
- Hence Ideadunes team came up with the facility to upload multiple documents and images with preview facility.
We created a special data type for SuiteCRM/SugarCRM that supports uploading multiple files to any record with compatibility to previous and latest version 6.five.25 & 7.ten.5
The files that y'all upload will be clearly visible in the various views such equally Edit View, Item View, Sub Panel (Quick Create), List View, Dashboard.
With this add-on it makes information technology simple to both upload and manages your diverse file uploads.
Functionality
- Upload multiple images or documents at a time
- Supports uploading different file types to the same upload field.
Certificate Preview
You can see the document preview in both detail and edit views.
Works great with multiple documents. Each document will have its own controls for scrolling, etc. The user can see and work with dissimilar documents such as a pdf, images, a text document, or a cartoon space by simply moving the cursor from 1 space to another.
How to use multiple document information types
- You tin can add together certificate field in all modules including custom modules
- For adding field for any module go to studio Click on module
- Click on field: add field
- select information type document
- Enter the field proper noun such as upload Files
All Major Views Supported
1) Edit View
Certificate Data Blazon Field in Edit View
2) Detail and List View
Preview Document Data Blazon Field in Detail View and List View
3) List View
Document Information Type Field in List View
iv) Dashlets
Document Data Type Field in Dashlets
Additional Features
Hither are a few of the special features that you will benefit from:
- There is an Abort button next to upload image field, which you can use to stop uploading if y'all accidentally started uploading the wrong file.
- It's piece of cake to remove a file that is not needed anymore by simply clicking on the cross button which you tin can see corresponding to each prototype.
- The files/images in Edit View contains a Radio push button which helps to decide which paradigm to display in the Particular View. A link will and then brandish adjacent to it so that you tin can view all other files/images that are uploaded to that field.
- Works corking with any module you choose and hence the Documents Field can be added and adjusted to various layouts such equally Edit View, List View, Particular View Dashlet View, Quick Create etc.
- Make any certificate the default document.
- When a document is uploading, If we need to cancel information technology there is an arrest pick in a document data type for deleting uploaded certificate or images just click on the cross on a document.
About Ideadunes
Ideadunes Software Services is the flagship of Ideadunes. It provides technology solutions in the domain of Software Services, Product Evolution, Infrastructure Management, Cloud Computing, Managed Hosting using the robust and scalable Amazon Web Services Platform. We provide Implementation solutions to enterprises worldwide.Ideadunes have a team with ranging experience from 1-35 years in business concern planning, consultancy, marketing, CRM & ERP Systems.
At Ideadunes we believe in customer satisfaction for which we are using an internal system for providing regular updates to our clients on daily, weekly and monthly basis, time tracking, repository management, project direction, invoicing, reporting, keeping everything documented for the work done in club to keep a runway of customer's requirements which helps united states to movement in right direction and information technology will assist us in getting inputs from clients to amend serve them.
Source: https://www.sugaroutfitters.com/addons/documentdatatype
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