Sage CRM

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

At one of our customers an error occurs during Excel export, no matter if group or report. These lines can be found in the log files. ERROR generating excel file. HTTP status:200 Message: A certificate is required to complete client authentication Feb…

Hi Sage community! So I am brand new to Sage, and have no experience with any similar programs. I am currently working to create streamlined systems between departments for my company, and one of those is the interaction between collected leads being…

Working with an install of CRM 2021 R1, when users attempt to export to Excel (XLSX), the system seems to just spin. In most installs, it will spin for a bit and then the file link will appear in the lower left-hand corner. However, with this install…

Hi. I created an ASP page that uses the 'ExportToFile' command to allow a button to appear to Export the contents of my query. It works fine - however, for some odd reason, it overwrites my date field with an invoice number field. The only thing that…

Does anyone know how to hide the Export to excel function in the reports? Thanks, Anthony

I have a few clients with the need to merge a Person or Opportunity record with an Excel template for extensive quoting purposes. The main goal is to bring over the company, person, phone, and address information (and possibly an Opportunity ID) into…

We have a customer who has an Excel sheet which is used to produce certificates linked to their Sage 200 data. The certificates need to be reviewed on an annual basis. Is there anyway that the Excel sheet can create a Task against the customer record…

Looking at the error it seams to be visable in the system log. I can see that the system is adding port 443 to the end of the domain. log shown below Jul 11 2017 10:43:21.309 19000 14180 4 StartUserAction,User,Action 1 1411 Jul 11 2017 10:43:21.477…

I've got 7.2j.1 installed. If I export a report to Excel as XLSX it is interpretting some of the results as dates when they're not. So values like £190,116 is being interpretted as 19/01/16 by Excel and causing problems when summing the column. I can…

Hi, New here - I'm using demo of Sage CRM Cloud and am trying to get two fields to add together. From my reading it seems that 'Onchange' script is the way to go, however nothing happens when I change the fields. My code is here (inserted in both…

Hi, I have a customise page with the data from Quotation list element.User want to export this data into excel.How can i do this?

Hi, I have a custome page to display the quote list,how can i add an buton to export this data into excel. Thanks Raja

Help! Hoping someone can help me with this. I have a list from a custom entity that is attached to the company table. I want to be able to export this list to an Excel file. I saw some posts on how to do this for a custom entity that seem to indicate…

Help! I need to export a list from a custom entity. The custom entity's list page was generated using .net (RunListPage). I found an example on the community on how to do this with an asp page. However, I cannot find any assistance in doing this in…

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…

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.

Howdy folks, Hopefully a quick question - I'm not sure if this is CRM formatting during export or Excel formatting the report It is to do with exporting a "List" type report to Excel When you open the exported report in Excel it is displays as it…

Hi, super new to CRM. Trying to export some stuff to excel csv, but keep getting error message "Error creating Export Text File Error generating report." Any idea why that is and how to fix it?

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…