My CRM Shared Documemts - Add File option

Add or activate "ADD File" tab for users within Sage CRM

A user must be set as either a System Administrator or Info Manager (with Document Library Rights) in order to see the DROP FILES HERE button in the Shared Documents screen under MY CRM.

For Documents tab within customer account, make sure that the EDIT function is enabled for the user's Security Profile otherwise the ADD FILE button will not appear.

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