SageCRM 2020 R1 - Document Drop ActiveX dependency removed
Nick Rainbird • April 13, 2020
Document Drop
is now available in all browsers. Sage have refactored the Document Drop feature to remove the ActiveX dependency and make the feature JavaScript-based.
Now Document Drop is available in all web browsers supported by SageCRM. Users can also drag and drop emails from Outlook in all supported web browsers. As a result,the following options have been removed because they are no longer needed:
- Use ActiveX Document Drop on Internet Explorer in <My profile> | Administration | Email and Documents | Documents & Reports Configuration.
- Allow ActiveX Document Drop in User Preferences.
Moving away from Active X allows SageCRM to provide controls for many browsers – future proofing for our customers and allowing us to open up the product to different ways of managing data to & from the local client
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ERBS's Contracts module for SageCRM allows businesses to easily create and manage contracts, renewals and automatically generate sales orders based on the contract billing frequency, helping teams streamline operations, reduce manual effort, and improve billing accuracy. Fully integrated with Sage50 and Sage200 the auto generated sales orders can then be posted from SageCRM directly at a click of a button. Key Features: Contracts can be created directly from sales quotations or orders Supports multiple and custom billing frequencies (4 weekly, monthly, quarterly, annually) Contract and Product level Site management Process contract amendments midterm tracking historic changes and authorisations if required Easy Management of Annual Price Increases at product level Renewal and purchase order reminders and dashboards On Hold and Cancellation processes By connecting contracts directly to automated sales order generation, businesses can create a more reliable and scalable process for recurring business that help teams work smarter, improve visibility, and accelerate growth If you would like to find out more about the Contracts module for SageCRM please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.


