Sage CRM

How do you print your notifications/alerts in the CRM system on a word document?

Using Sage CRM 2023 R2 reports are now exporting 'blank' if exported to XLSX. All of the data is in hidden columns. Any ideas?

Dear Community, I have a problem with the list item in the control center for a customer. As an administrator I do not get an error in the element. However, as a user (with limited rights) I do. The strange thing is that when I call the associated report…

Hey everyone, We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is. Now I'm wondering if there is a way to change the background color of a field or line based on…

I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…

Hi All, Is there a way to create/configure an email notification send out to administrator or person in charge that will be triggered upon data is being exported or report being generated?

Hi All, I tried to configure Crystal Reports Samples using the Admin Guide - Section 42. The List of reports appears on screen but do not run The error: Could not find CLSID for CrystalReports.ActiveXReportViewer I have Crystal Reports Install…

Hi How can i do this in .net SDK i try but not work

Hi, I am trying to add versioning to the CRM views to help keep track of certain changes to them, However I am struggling to get CRM to accept them. I either get 'Invalid script' or 'SQL error' when using the standard icons for commenting out lines…

Hi guys! My client wants that i created the reports for his needs, but after creating it he says that his excel reports isnt working. After restoring backup they dont work too. After some days, we decide to TURN OFF SSO and we saw that excel reports export…

Is there a way to run communication/activity reports for particular Groups?

I know that there is the auto-hyperlinking feature of reports that will hyperlink the data fields when running on-screen reports, but is there any way to have these hyperlinks available when exporting to Excel? The sales management team at my company…