Sage CRM

We have the need to put some html tags inside a column header translation (for example: <a href='www...'>Company Name</a>) because we want this to show up anywhere that field is present (screens, lists, dashboard etc). It works quite well except that…

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

Would like to have a new page for each group on (user). So, when opening in PDF, there is not records from one users on the pages of another. Is this possible? 7.1 SP2

Hi, At present when we preview any report on screen, the chart shows up. But when is same report is to be printed (print preview), the chart does not get printed. Thanks in advance,

I have created a proj: proj_title in the report view. I am trying to use the dynamic field in the Title: for the report. We are using Sage CRM for Sage 300 ERP v 7.1g. Thank you in advance for any suggestions or directions. Reg Cracknell

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…

Hi All, I'm new to Sage 200. We encountered problems export pipeline report, as the report says 'An error occurred while running the report. Currency not set'. I'm not sure if any other administrator changed the currency settings, but the settings seem…

Hello, I see that you can create a block based in a list, and show it in the Dashboard, and use SQL Conditions in the block (as a report search). I also can do a report based in the same view than the previous list, and show it in the dashboard (but…

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

Hi, I need to remove the ability from users to create new report categories and new reports, however they need to be able to see existing reports. For most users this is fine as they are not info admins. However this needs to apply for info admins too…

Hi, I am in the process of writing a basic report in SQL for a colleague however I am having trouble finding descriptions for codes. In the stock transactions screen there are 2 columns called Movement Type and Document Type. In the STOJOU…

Several fields have been added to the opportunity screen and populated with data. We have a survey Word doc that includes those fields but that data doesn't show. What would cause this to happen? Thanks for any and all advice. Dana

Software Specs: Sage 100 ERP 2014 Sage CRM (for Sage 100 ERP 2014) v7.3 Problem/Question: I've been given a couple different stories regarding what licensing is needed when accessing certain parts of CRM. Ultimately, I'm trying to figure out…

I am writing some Crystal reports that will sent out by Sage Alerts and Work Flow but I need to create a "silent" DSN so that when the report is run it does not prompt for log in. Anyone know how?

Using Crystal I have created a report we needed. It has a main body and a sub-report. Currently I am running it through Sage100 on the Custom Reports menu in AR but would like to run it through SageCRM if possible. So my question is, is it possible to…

Writing a report using the Communications tables as the main table. Works fine but I need to include the Company name in the report but I cannot determine how to link the Communications table with the Company table. In the Reports there is a Communication…

When I run most reports I receive an error message that the report data is too big and to reduce the size by changing the criteria. However if I write the same report in Crystal from scratch and run it the data really is not that much, sometimes it is…

Please can anyone help with this: I am trying to run a Crystal Report (XI) in Sage CRM 7.2b. More importantly I need the parameters of the report to pull across and be accessible to users in CRM. I came across the following in the CRM Administrator…

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…