Document Attachment in CRM-Document Management System

by
Odoo          
v 12.0 Third Party

9.99 €

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Technical name document_attachment_in_crm
LicenseOPL-1
Websitehttp://www.cybrosys.com

Document attachments in CRM

Cybrosys Technologies

Overview

Many requires documents or details to be attached for the identified leads. This module allows you attach any number of documents in the CRM leads. The attachment can be a file or any url. The uploaded documents can be viewed and dowmloaded later.

Features:

Upload documents in CRM lead.
Attach an URL on CRM lead.
Download the attachments.

Upload Documents

Open the CRM lead. Click on the super button Attachments. Click Create and give a 'Name' for the attachment.
Choose 'Type' as File and click Upload your file to select and upload the file.
Choose 'Type' as URL and type the url to upload.

View Attachment and Download

Open the CRM lead. Click on the super button Attachments. All the uploaded attachments of this lead are viewed. Click on the attachments. Click on the file to download the attachment

Upload Documents

Open the CRM lead. Click on the super button Attachments. Click Create and give a 'Name' for the attachment.
Choose 'Type' as File and click Upload your file to select and upload the file.
Choose 'Type' as URL and type the url to upload.

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