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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 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…
" Failed to create Java VM" error appeared when attempting to run a report.
Solution
The “Report Generator Max. Memory” was set too high in Administration > E-mail and Documents > Document and Report configuration.
I would recommend 1024Mb
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.…
This article builds on the article " How to customize reports through CSS in PDF format " to further explore how Summary Reports can have their look and feel changed.
Summary Reports are the PDF reports that can be run directly for the Summary Screens…
Summary reports, which show a quick overview of account information, are available from the Summary Report buttons of the summary screens for each of these system entities:
Companies
People
Opportunities
Cases
A summary report is made up…
This article will provide a worked example on how to extend Summary Reports. For this example I will add a new Notes section to the Case Summary Report.
In order to do this I drew on information contained in two previous articles.
custom_reports…
The image below shows that I have just run a custom ASP report called 'TestReport' from within the general category. The report has popped up and has displayed the graph and the panel I wanted.
There are 2 main things to be aware of when creating…
In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example, the information for a Company consists of a company record, a default person record and a default…
This is a follow-up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ".
That article explained that the CRMEmailPhoneData is a utility table and that its job is to speed up reports. It holds a row for each company…
If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose.
I asked a colleague in our development team for some help in…
Working with reports can be a little frustrating. Consider this listing of the General report category.
And then try and answer the following questions
Which reports have charts?
Which reports show a Gauge?
Which reports are Cross Tabs…
In a previous article " Customizing campaigns and marketing features " I discussed how amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability to control campaigns, waves (phases) and wave items…
Sage CRM out of the box provides users with a very useful set of marketing or campaign management features.
Users need to have 'Info Manager' rights in order to be able to use the campaign features. The campaigns area is accessed from the main menu…
In this article I want to consider how report styles can be edited.
Consider this report which lays its list out with grid lines.
And this report which lays its list out without grid lines.
The choice of whether the report should be displayed…
