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.
Introduction
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. 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.
The user can also drop multiple Documents into the widget. Users, no need to create a document by filling all the information, uploading the document and then come to the Module where he wants to relate the document, and then relate the document. Using Our Module, Just dropping the files in the widget is enough. The widget can be created in the module where Documents module is related by default. The user can also select at which module, the user wants to create Drag N Drop widget from Settings.
Getting started
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Michael
