Get link | About Sage CRM editions
The CRM plug-in gives you access to the Document Drop feature, and the Edit Attachment button on the Document Details panel and during a mail merge. When you first encounter a feature that requires the plug-in (for example, the Document Drop icon in your Calendar), you're prompted to download the plug-in. Follow the onscreen instructions. You only need to do this once. If you receive an upgrade or change machines, you're prompted to download the plug-in again.
These features are available only when working with Sage CRM in Internet Explorer. Your System Administrator can configure access to the plug-in from Administration.
See Also:
Sage CRM user assistance PDFs
