Effortless Document Management with Vtiger CRM’s ‘Drag and Drop’ Feature

Introduction

In Vtiger CRM, managing documents is a time consuming task and we want to simplify the process to save time and effort. Using Drag and Drop Extension for VTiger CRM, the file management just became effortless. This simplifies uploading and organizing of documents in Vtiger CRM, makes the process faster, more efficient, and easy to use.

The Drag and Drop Extension for VTiger CRM is a tool that allows users to upload documents simply by dragging it from desktop and dropping them easily to Vtiger record. The document is quickly linked to the respective record and eliminates the need to manually navigate through the CRM interface.  The extension supports both standard and custom VTiger modules, providing users with a flexible solution to their document management needs.

One of the best features of the ‘Drag and Drop’ lies in its simplicity. Users can simply drag and drop files anywhere on the Vtiger screen, and the system will automatically  link the file to the respective record. There’s no need for extra steps or clicks. Additionally, this extension works with all standard and custom VTiger modules, so it fits perfectly with any business setup. It’s a flexible tool that helps businesses of any size and type, allowing you to manage documents across all areas of your CRM effortlessly.

The Drag and Drop Extension for Vtiger CRM is the best solution for businesses to simplify and accelerate document management. By drag and drop, users can upload and organize documents quickly and efficiently. This improves  productivity and ensures that all documents are properly linked to their respective records. This extension is an easy way to enhance your Vtiger CRM experience and improve your team’s overall workflow.

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Drag and Drop demo

Instead of navigating through multiple steps, you can simply drag items from the product list and drop them into your document, saving time and making the process more intuitive. Demo

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