Sage CRM

I have created a report that I plan to send to a csv file. I do not want the header (field titles) included in the report, only the data. This is sample data so it won't make a lot of sense, but I don't want the a,b,c,d,e columns. I don't do a lot of…

Hi, I used Group functionality (CRM v7.3 SP3) to export the list to CSV file but got the following error: 2200 Companies processed Error creating Export Text file Error generating report. I checked the Temp folder, the file was not generated…

I need a way to export a list that has been filtered. The list is from a custom view. the view is essentially as follows. select * from orderitems inner join order inner join opportunity inner join company inner join address where orders are active…

Hi All, Is it possible to add new upload option to existing upload options(company, Individuals and leads) ? if Yes, please tell me how. I need to import data from excel/csv into new custom entity.