Sage CRM

How do you print your notifications/alerts in the CRM system on a word document?

Hi, I had followed the steps mentioned for this particular error but still I get same error, checked with Document & Report Configuration, JDBC Setting already server name is mentioned, tomcat is running. Any idea to solve this issue.

Dear Community, I have a problem with the list item in the control center for a customer. As an administrator I do not get an error in the element. However, as a user (with limited rights) I do. The strange thing is that when I call the associated report…

Hi, When users are trying to run crystal reports in our CRM this error keeps coming up. Executed a server refresh and the issue persists. Any ideas?

Hi All, I have a report that is produced in Sage that I'm trying to replicate directly in SQL Server, but it is proving very difficult In short, the report uses "sum(ACTUALS.ActualLabourMinutes)" and it is grouped by OpID, very simple My issue is…

Hey everyone, We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is. Now I'm wondering if there is a way to change the background color of a field or line based on…

Customer has CRM 2020R2. Running a report called Person List by Company. I think it's a standard one. Either way it isn't a complex report. The customer wants a list of all person records out, to include their name, company name, contact email address…

Is it possible to generate and email reports out of Sage CRM on a recurring basis? Sage CRM will be used by members of the sales team. However, it appears that management wants to be able to send automated reports to members of the sales team along…

Hi, I can't find where this logo is saved on the Sage CRM folders so that I can replace it with the one my client's sent me. Anyone can help ? I'm on the 2020 R1.1 version (French release 100 cloud v7). Thank you. Valérian

I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…

I have created a report that I plan to send to a csv file. I do not want the header (field titles) included in the report, only the data. This is sample data so it won't make a lot of sense, but I don't want the a,b,c,d,e columns. I don't do a lot of…

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?

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.…

Hi, I am a new admin to Sage CRM however I have been a user for quite some time. I I am trying to build a report that will tell me if any Email In/Phone In Communication types have been responded to (and by way of further enhancement in what timeframe…

I've seen similar questions asked but nothing specific in terms of if it is possible or if there are better ways to do it. A customer has a request that in a report which runs for single company records only, they would like to get the notes listed…

I have tweaked the Communications by User report to help us track what employees are doing with their assigned leads. Both Communication Link: Company and Company: Company name return empty fields. How can I add to the view (edit the source view Communication…

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

Hi, I've got this code in my ASP page: myBlock.AddButton(strCallASPButton); var sReportTarget = "/CRM/eware.dll/Do?SID=" + Request.QueryString("SID") + "&Act=1410&Mode=1&CLk=T&&Key0=41&Key4=" + CRM.GetContextInfo("user","user_userid") + "&Key41…

I want to filter out two states from my report using the Address - State: Does not equal to How do I format this so those records don't show up in my results? For example I don't want to see results from AK or HI. Do I separate these values with a…

I'm trying to Create a New Dashboard for some on our marketing team. I have created some reports views that they had requested and I am trying to get them into a gadget. However when I select the entity in which the view resides, I don't see the view…

CRM Auto-hyperlink allows report content to be clickable , and your previous (parent_page) page will navigated to the content of report you clicked. User reported that this is particularly annoying since if you have a long list of reports, each click…

Hi, everyone!! I need to send out reports to the exec team every Monday. I do not see anything that will allow me to schedule (like you can do easily in SF). Am I missing something? Thanks!

Hi! I am fairly new to Sage CRM and am creating dashboards for use with my sales team. In the CRM I am used to, I am able to create a dashboard and indicate who has access to it. I am not seeing this in Sage, although it is probably obvious…

I have created a report with four different search criteria. From another CRM I have used, I assume that the criteria utilizes "and" , not "or". However, when I run the report with the criteria of only showing >$100,000 in the Opp forecast field, I…

Hi All, I tried to configure Crystal Reports Samples using the Admin Guide - Section 42. The List of reports appears on screen but do not run The error: Could not find CLSID for CrystalReports.ActiveXReportViewer I have Crystal Reports Install…