• Exporting Data

    I need to export all of my data from Sage CRM into excel spreadsheets. I can export Companies, People and Leads into excel spreadsheets but I cannot export my Projects as there is no "export to file" button. Why is this and how can it be fixed? The…
  • Data upload customisation

    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.