• Export From CRM to Excel Issue

    We are using Sage CRM 2019 r2 and having an issue trying to export to Excel. 

    Printing to the screen works fine.

    After selecting export to excel a window opens, the windows open a white screen, and nothing else happens.

    If we reboot the server the export…

  • Export notes and attached documents attached to companies, contacts and opportunities

    Hi everyone,

    My first question - and I promise I searched the forums and saw some related questions, but nothing that I could directly apply.

    We would like to export all the notes and documents attached to each and any company, contact or opportunity…

  • adding buttons to custom modules

    I need to add an "export to CSV" button to a custom module - Our project module that will allow me to dump all data relating to the project into an excel spreadsheet. I also need to add this button to the time summary tab associated with the project and…

  • Exporting Data

    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?…