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  • CiviCRM Community Forums (archive) »
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  • Extensions (Moderators: mathieu, totten, kasiawaka) »
  • upload doc in civicrm?
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Author Topic: upload doc in civicrm?  (Read 2260 times)

mirasu

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upload doc in civicrm?
March 26, 2014, 02:21:31 am
Hello

You can attach files to contacts documentation? as is?

thanks

sushant

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Re: upload doc in civicrm?
March 26, 2014, 02:31:34 am
Make use of custom field for contacts of type "File". Here is docs how to add custom fields.
http://book.civicrm.org/user/current/organising-your-data/custom-fields/

S.
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Coleman Watts

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Re: upload doc in civicrm?
March 26, 2014, 05:41:57 am
Or add a note with an attachment.
Try asking your question on the new CiviCRM help site.

jaapjansma

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Re: upload doc in civicrm?
March 26, 2014, 06:58:53 am
This is almost ready as an extension, see https://github.com/CiviCooP/org.civicoop.documents for the source code.
This extension is in development and is planned to be ready before the summer.
Developer at Edeveloper / CiviCoop

mirasu

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Re: upload doc in civicrm?
March 26, 2014, 01:09:33 pm

Hi Thank you all for answering.

sushant, I've been all day trying to do this manually, do not know how to upload the scanned documents associated with a customer.


Coleman Watts, Thanks but not how to do that. I do not have that option and do not know how I make out.

jaapjansma, because that would be perfect, proves when finished.

I thought may be I'm looking for a program equivocaco networking as dinamics microsoft crm. CiviCRM may be that program? or is oriented for another job?

thanks

jaapjansma

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Re: upload doc in civicrm?
March 27, 2014, 01:22:34 am
Hey mirau,

It depends what you are really looking for. All of my clients who are now using civicrm have considered as one of the alrtnatives ms Dynamics. So yes Dynamics is comparable with civicrm.
Developer at Edeveloper / CiviCoop

mirasu

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Re: upload doc in civicrm?
March 27, 2014, 01:28:03 pm
Thanks, I will try find more information in Spanish and try it again but when the extension out.
thanks
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