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Thread: SugarCRM Imaging

  1. #1
    bgsfin is offline Junior Member
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    Sep 2009
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    Default SugarCRM Imaging

    Does anyone know of an Imaging option/module? In my business model we attached documents to client records for compliance. Is there an automatic upload feature that would then allow you to link that pdf, doc, etc to a client or account record. THanks.

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: SugarCRM Imaging

    Goto Contacts>Detail View>History subpanel ... click create note or attachment

    this will enable you to upload documents attached to the COntact

    It also exists in many other place in SugarCRM enabling you to attach documents to Accounts, Projects etc

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