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Document Drop

The Document Drop feature provides a short cut for linking documents, e-mails, or any* type of file from another application to customer data in CRM. Also, if the document is dropped onto the icon in any of the communication lists, you can select an option to automatically create a new communication record. The document is saved as an attachment to the communication.

* The System Administrator can restrict the type of files you can upload - for example prohibiting EXE or BAT files.

Note: The Document Drop icon is only available when working with CRM in Internet Explorer. The System Administrator can enable/disable access to the plug-in required for Document Drop for all users from the Administration area in CRM. For Chrome and Firefox users, similar functionality is available using the Drop File Here... area.

The Document Drop icon is available in:

My CRM Calendar tab.
Team CRM Calendar tab.
Company Communications tab.
Person Communications tab.
Lead Communications tab.
Opportunity Communications tab.
Case Communications tab.
Solution Communications tab.
Quote Communications tab.
Order Communications tab.
Any Documents tab.

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