• 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?
  • Run a report/search of all companies/clients who have not been communicated with from a specific date

    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…
  • Ability to confirm if a communication has been responded to

    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…
  • Group Reports

    Is there a way to run communication/activity reports for particular Groups?