Sage CRM comes with a feature of uploading documents against the primary entities such as Case, Company and Opportunity etc. These documents let it be of any type such as a PDF, DOCX or a jpeg file, can be found under the documents tab against an entity. However when you customize this module, there are chances that you might lose default behavior.
GUMU:Configure GUMU™ for Sage CRM – Sage 50 (US Edition)
Recently I had customized Documents tab against Opportunity entity and found that the ‘Has Attachment’ icon was not getting displayed as it was in standard screen. This icon allows downloading the documents on the fly.
Here is the Query you can run on CRM database to resolve this.
update custom_lists set GriP_ViewMode=’ATTACHMENT’ WHERE GriP_GridName=’LibraryList’ and GriP_ColName=’libr_hasattachments’
A Metadata Refresh needs to be done after above mentioned change and screen comes back to normal as follows.
Also Read:
1) Codeless customizations to add List Blocks
2) Listing multi-select field data in a vertical format
3) Export to Excel and Export to PDF functionality on Sage CRM Self Service lists
4) Customizing Outbound Call Lists
5) Sort Dropdown list items using jQuery