TT – Linking Live Documents to OpenCRM

This video explains an incredibly easy way to link your collaborative documents that you store in Dropbox or Google Docs etc. back to your OpenCRM system.

If you need to work collaboratively on a spreadsheet or file, using a file sharing manager is a great way to manage this. It makes sure everyone is working on the latest version and lets you see who has made what change.

But if this collaborative file relates to a record in your CRM system, for example a Contact, Company, Project, or Ticket, you need a way to access that file easily from within your CRM.

And you can do that with just a few clicks in OpenCRM. In this video, Tom adds custom URL fields to OpenCRM to store the link to the shared file. He can then copy and paste the url directly onto the record it relates to.

Now that it’s stored against the record, there’s no need to search through Google Drive or Dropbox to find it. The file is right there with all the other data associated with the record in your CRM system.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?

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