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CRM Use Case Record Document
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If you want to Insert a new document into EGI CRM, you should proceed the following way:
- Select Data Management → Documents
- Click on the button add new Document
After this you should see an image similar to the following one:
The insertion of a new Document should contain the following fields:
- Basic Information: Unique Document name, Assigned To and Folder Name. In order to create new folder users should ask EGI HelpdeskCRM_FAQ.
- Description: If additional comments needed please use it.
- File Information: Download Type (Internal will prompt for a file in local PC, external accessible outside CRM need to put url), Active, File Name and Version
It is possible to associate a document to more than one account/contact. Documents with files size higher than 2MB cannot be imported.