Can we upload word documents and tag information to be included in the database (this can be done by Filemaker)? What kind of documents can be uploaded - excel, PDF, doc?
Can we tag and store documents in Salesforce?
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Tiffany Eng Yes, but this is a Salesforce feature, not a HomeKeeper feature.
With Salesforce CRM Content you can organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft® PowerPoint presentations to audio files, video files, Web pages, and Google® docs. More on Salesforce Content at: https://na7.salesforce.com/help/doc/en/content_about.htm
Here is a short video overview of Salesforce Content. Skip to 5 minutes and 37 seconds to see tagging in action. https://www.youtube.com/watch?v=uAjiMc9KpCw
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