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Product Suggestions
Status Will not implement
Created by Guest
Created on Jul 7, 2016

Save to CRM for Excel/ Word

It would be really good to have "Save to CRM" functionality in other Office applications such as Word or Excel. This will allow people to quickly search for a record and store the document against it without having to save it somewhere, generate a new import document type and drag and drop it on the blob.

  • ADMIN RESPONSE
    Jan 26, 2022

    Thank you for your feedback, this is something we have considered in the past and could be something we'll look at in the future.

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