The efficiency of managing documents in SuiteCRM is about to undergo a transformation with the innovative Drag N Drop module developed by Blackant Solutions. This module dramatically simplifies the process of creating and relating documents to specific records by allowing users to merely drag and drop files into a convenient sidebar widget.
With the Drag N Drop module, users can upload multiple files simultaneously. What used to take up to 15 seconds can now be accomplished in just 2 to 3 seconds. This enhancement not only saves time but also streamlines workflow by instantly relating uploaded documents to their corresponding CRM records.
Customization is key with Drag N Drop’s flexible settings. Users can easily enable or disable modules, ensuring that the widget appears in only the detail views of enabled modules. This feature is particularly useful for those who work extensively with document-related modules.
Moreover, the integration enriched by the Glances feature delivers real-time customer insights and task management, centralizing and enhancing productivity.
An outstanding aspect of the module is its supportive file field type that allows users to add unlimited file upload fields across modules. This ensures that essential documents like quotes or contracts are readily attached and related within SuiteCRM.
If you encounter issues or have questions, creating a support case is highly recommended for a prompt resolution. Additionally, if you wish to see the Drag N Drop module in action, request a demo and witness how it fits your CRM needs seamlessly.
The Drag N Drop module is a game-changer, enabling unparalleled convenience and speed in document management within SuiteCRM. Enhance your business operations with this efficient tool today.
