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  • Excel export has hidden columns

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

  • Quarterly reports based on Join Date (Membership Renewal Report)

    Hi. I have a request from a new Sales member of our team to show on their CRM dashboard when an existing member is up for renewal. We renew a member every year (so yearly) - the month of their join date (aka startdate) is what triggers the invoice.…

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