CRM & Workdrive - Automatically add folder to Workdrive related list module
Hi
I have installed an extension which has linked the CRM with Workdrive and generally is working perfect, exactly what was needed.
However there is just one thing I have been trying to do, which would make this perfect and help all my staff.
At
the moment, as soon as you upload a folder, file, document etc the in
the Workdrive related module section (within the CRM record). It syncs
this to the computer, automatically creating both the deal within the
account which is created at the same time.
However
sometimes, it would be easier to save directly to the folder on the
computer, at the moment I have to save files then upload which is an
extra step.
Is there anyway this can be done? I just need something to be added to this section, as soon as each deal is created.
Many thanks,
MattAccess your files securely from anywhere
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