21 comments found.
Man we need those folders to use this!
Everybody wants it. I do have a simpler solution maybe… at least let us attach them to clients and filter by client.
Even if they are stored in the sample place in Google Drive… we need to be able to organize them somehow.
If you can use the same filtering system as in tasks, we can add bookmarks for each client or important “folder”.
But ideally, you should be able to navigate Google Docs foders ofc and each folder should also be linked to each client if possible.
Looks like a great plugin.
Hope you add this soon.
Google Docs Integration Version 1.0.1 is just spinning and not working maybe a update is needed
Hi, we’ve checked it and it’s working. Could you please send an email from support page? Thanks.
hi there is it possible if to get your email
Hi, please send a message from profile page. Thanks.
Very useful plugin. I will buy it if you add functionality. I want to see a tab in the project so that files can be attached in this way https://ibb.co/pBk3y5VW
You also need to consider the rights to the team; not everyone can view files in the project.
Hi, we’ll definitely look into it. Thanks.
Hello, pre-sales question, is it possible to share the link already created with an external client who does not have access to the portal?
Hi, this feature is not available. Thanks.
Welcome I suggest to the developer to add an integration with Google Slides. I think it is an important tool for teams to work
Hi, we’ll definitely look into it. Thanks.
Pre-sale question: Can you enable the function for clients to view Google Docs in your demo? I would like to see if I can create a folder or documents that will be shared with specific clients. My intention is to have a menu on the client portal where they can access all the shared documents. Is this possible?
Hi, you can allow clients to access Google Docs from Settings > Client portal > Client permissions > Client can access Google Docs? You can’t create folders but can create documents and share with specific clients. The clients will see a menu in their portal where they can access all the shared documents. Thanks.
Hello, can you add a “back” button above the editor?
Hi, are you talking about to go to the docs list again from the editor? Thanks.
Can I organize by folder and assign categories for the documents, or is everything in one place?
Hi, that feature is not available. It’s all in one place. Thanks.
Can we have folders, please? I use a lot of Google Docs, and it’s just a huge mess without them.
Hi, we’ll definitely look into it if we can add this feature. Thanks.
Is this done or not yet? Can I link a Google Doc to a project? I have the same question for other products like Google Sheets. If I can assign and link them to the project, I will buy both. Otherwise, having everything in one place is a big mess.
Hi, this feature is still not available. We hope it’ll be available in upcoming releases. Thanks.
Hi ClassicCompiler does this plugin support for rise v3.6.1 ?
Hi, yes it’s compatible. Thanks.
Documents created within the CRM where are they located in the Google drive? And can you edit them in both places?
Hi, the documents created in the CRM will be located in the root directory of your Google Drive. Yes, you can edit them in both places. Please check the demo. Thanks.
Hi ClassicCompiler Can you add a category to manage Doc and Sheets or the possibility to create Folders to group Docs/Sheets?
I have a lot of Docs created and some shared with clients, It will be great to categorize them in folders for easy management
Hi, added to list. We’ll definitely look into it if we can add such features. Thanks.
Thanks
Brother, do you make customizations in RISE crm? If so, what contact?
Hi, sorry we’re not available for customizations. Thanks.
Presale question: Can the google docs document also be linked to a client/project.
Hi, you can share the docs with client but linking feature is not available. Thanks.
Hi there, I noticed that the documentation is not up to date I’m stuck @ the OAuth consent screen. It says internal and external User type. While the documentation talks about Production and Testing. The whole Google interface is different, is there an update off the documentation? This is an presale question. Best matthijs
Soveld that
Hi, we’ll update the documentation. Thanks.
Welcome I plan to purchase the plugin, but I have a note. I mentioned that the client can be shared, and when trying the demo version, the client cannot be shared, only the team Please explain if there is an error???
Hi, you can share with clients after enabling the setting from Settings > Client portal > Client permissions. Thanks.
is it coming for perfex crm ?
No. Thanks.
could you add (Copy Doc) , or add new with custom template?
Hi, sorry that’s not possible. Thanks.
Hi, is it possible to open .doc .docx files straight from Files tabs on Clients, Projects, Contracts and Team members? If not, is it at least possible to have a Google Docs tab on Clients, Projects, Contracts and Team members? If not, please consider the suggestions… Thanks
Hi, there has features to show files by default in RISE CRM. Adding the Google Docs tab in the contexts is added to checklist and we’ll definitely look into it. Thanks.
Do you also have extension for PerfexCRM? not then please make all your extension for PerfexCRM its will be good, I will buy then all extension.
Hi, we’re not developing that. Thanks.