by eVolpe Consulting Group

SuiteCRM & Alfresco Integrator by eVolpe is a perfect solution for all the companies, which are currently deploying or already using both of the systems. Are you facing difficulties trying to coordinate your documentation in the context of sales opportunities? This is the best solution!

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Use Case

Let’s test our settings with example. Follow below steps and as Result, You should see new subpanel in selected module, with list of mapped folders.

1. Add site in Alfresco let’s say for our test name it Accounts Documents.

Keep in mind

Site id value is what You enter in CRM Alfresco Paths Settings instead of < YourSiteName > Directory path. Use Case - Site name Sales.JPG
2. Now create Alfresco path in CRM as presented below
Configuration Guide - Path Record Example.JPG
3. Now create new Account, in our case let it be ABC Data
4. Enter the created record, and scroll down toward new the subpanel called Documents
Use Case - Documents View in Record.jpg
6. There are couple of methods to add Your files:
  • uploading files via Drag&Drop (simply drag any desired file and drop it on the white area below top bar)
  • uploading files via Form, (click on Upload and select the files You want to transfer files to Alfresco)
  • creating new files via Form (click on Create Text File to create a simple file with text)
drag and drop.PNG
You can also create new folders by pressing - Create Folder – this will help You organize Your files better way.  In case You have a lot of files You can Quickly filter them by using Search and Filters functionalities As a result Your panel will look like: Use Case - widget with docs.JPG

Keep in mind

You might need to install Flash Player if You don’t have it as the documents preview is based on flash. You can download it from https://get.adobe.com/pl/flashplayer/ .

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