The bulk upload add-on allows SuiteCRM users to upload multiple documents by drag and drop in one shot without needing to navigate to the Documents subpanel. You can configure the drag-drop option for any Documents subpanels on any base module or custom module. When enabled, any user can go to the Detail View for that module and immediately drag and drop multiple documents with no added steps.
The add-on bulk upload allows SuiteCRM users to upload multiple documents by drag and drop in one shot without navigating to documents subpanel module. Admin user can configure the drag-drop option for all the relationship of documents module with any base module or custom module. In Detail-View of the configured module, Users will have drag and drop options to upload multiple documents in no time.
By using this add-on. Users will have a more flexible way to upload documents and reduce multiple navigations to upload documents. It will increase productivity as well as accuracy.
- Enable Drag and Drop for document upload.
- Facility to configure drag and drop from admin area.
- Multiple Documents can be uploaded.
- The uploaded documents will be relate to the parent module.
- Option to select default value of documents module for specific relationship.
An admin user can set up a drag and drop facility for the subpanel of document for base module or as well custom module if the relationship is available with documents are custom created.
If you have more then one relationships with documents module. You will have the option to enable drag and drop for the relationship that you want. If it is enabled for both relationship. You will have two drag and drop container to upload the documents.
Once you are done with settings to have drag and drop functionality for a specific module. Now, Admin users can configure the default value of the basic fields of the documents module. So whenever you upload document via drag and drop. It will set a default value that you have set up here.
If you have multiple relationships with documents. For example For Contacts module. You have created relationship called subpanel name Initial Documents a default relationship, Referral documents is the custom relationship. Here you will have two drag and drop container separate for each relationship. Even you can also configure the different default value for each subpanel of documents.
We are here to help. Just let us know how we can help.
About Urdhva Tech
Urdhva Tech is a leading provider of SuiteCRM Consulting, Implementation, Training and Customization services located in Ahmedabad, Gujarat India.
At Urdhva Tech, we continuously endeavor to deliver world-class SuiteCRM Development services that help develop a competitive advantage for your business. We have amongst us, some of the best SuiteCRM Developers having sole experience of 10+ Years on SugarCRM, who can help you in streamlining business processes and reducing operational overheads. Our services are not only cost-effective but also best in terms of quality.
Other add-ons of interest
Glances - Integrate All Your Applications
Accomplish More Every Day. Spend your time on getting things done, not on finding information. Glances securely connects all of your apps and provides a simplified view of the data you need right when you need it, in real time.
Drag N Drop Documents
Drag N Drop module helps CRM users to create new Documents and relate it to that specific record just by dropping the files into Drag N Drop sidebar widget. The user can upload multiple files at a time. Using Drag and Drop, users can create and relate a document in 2 – 3 seconds which usually take...