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 more than 15 seconds.
Drag N Drop module helps CRM users to create new Documents just by dropping the files into Drag N Drop sidebar widget which is present in the Detail view. The user can upload multiple files at a time. Doing this will also relate the created Documents to that specific record. Using Drag and Drop, users can create and relate a document in 2 – 3 seconds which usually take more than 15 seconds.
From Settings, you can able to Enable/Disable modules. Drag N Drop widgets will be shown in Enabled moduled detail view. Modules which are related to documents will be shown in the Settings.
- Multiple Documents can be uploaded at once
- Documents will be related to the record if dropped on the Widget
- Option to select, at which module user wants to create Drag N Drop widget
- Supports custom module
- Can able to set the default value for Dropdown fields from Settings.
- Can able to show drop-down fields below the widget to change the field value on the file drop.
Other add-ons of interest
Glances - Integrate SuiteCRM with all your apps
The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.
Upload Multiple Documents/Images Preview
Add the ability to not only upload multiple files, but also the ability to preview different file types right from inside SuiteCRM. Supports many file types such as PDF, Word Docs, TXT, PNG, JPG, and more.
To view an uploaded document in SuiteCRM, the user has to download the document from SuiteCRM to the local machine and then the user has to open the document using an application. If the application to view the document is not available, the user has to find and Install it. We ease this process by i...