Sage CRM

Hi all, I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again? Thank you.

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?

I am having an issue exporting a report to XLSX in Sage CRM 2018R3. The message on screen is the typical message, An error occurred while running the report. Error generating report. Exporting to CSV and Excel CSV work fine, no issues. All other tomcat…

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

I have a CRM install where I can run a report with charts on it and it's fine. If you choose Export to PDF, the charts don't appear. They're on 7.3 sp3. They're running Windows 2012 and I have enabled the Windows Desktop Experience, and I have ensured…

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, 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…

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…

I have a list that is being shown using a block. The list has a filterscreen created. This all works fine. List displays, filters etc. I try to add a button to the screen using crm.addButton and I get a javascript response of button added but button…

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?

Hi. We're migrating data across two CRM systems (one live, and one brand new with no data) where database backup and restore is not possible. We've decided the best way to do this is by the data upload feature of CRM. The issue is that there is no way…

Hi, i have a problem exporting group data into an excel-file. i want sage crm to export all available information/columns into the file, but whenever i try, it drops most columns, besides salutation, first- and lastname and e-mail. I'm using the "export…