MS CRM - Upload properties

Fields that display the metadata browser icon can be populated with a metadata value.

Upload properties:

• CRM userselect what CRM user will upload the scan document to CRM, this user will also be the owner of the note and scan document in CRM.
• Entity scan documents can be attached to a wide variety of entities within CRM. Select what entity the document should be attached to.
• Entity record select to what entity record the scan document should be attached, you can use the browse button next to the field to select a specific record.
• Note title the title of the note that will be created in CRM.
• Note description the description of the note that will be created in CRM.
• Note filename the filename of the scan document that will be attached to the note in CRM.

Article ID: 456
Created On: Tue, Jan 14, 2014 at 12:03 PM
Last Updated On: Tue, Jan 14, 2014 at 12:03 PM
Authored by: Administrator [[email protected]]

Online URL: https://kb.quikbox.com/article.php?id=456