Boost Efficiency with One-Click Document Archiving from Sage CRM to Spindle
We’re excited to introduce a powerful new enhancement for SageCRM users who also use Spindle Document Management: a seamless integration that allows users to archive documents directly from SageCRM into Spindle, with just one click.
Key Features
Smart Archive Button
A new button appears only when an order is linked to Sage 200 and ready for archiving – keeping the interface clean and intuitive.
Bulk Document Handling
Add and archive multiple documents over time. As long as they are marked for archiving, the system handles them efficiently.
Real-Time Status Feedback
Users are notified if there are no documents pending archive, preventing unnecessary clicks and confusion.
Built-In Error Handling
If a document is missing required information (such as a quote number), the system alerts the user with a clear error message and guidance to fix it.
Why It Matters
This integration eliminates manual steps, reduces errors, and ensures that your documents are archived correctly and consistently. It’s a time-saving, error-reducing enhancement that brings real value to your CRM and document management workflows.
If you are interested in implementing this for your team and have any specific questions about the process, do not hesitate to get in touch with your Account Manager or you can call us directly on 01332 588508.
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