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  • CRM- Notifications

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

  • 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?

  • Control-Center List-Element Error

    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…

  • Customising Reports with background color for each field

    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…

  • 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…

  • Notification Email trigger on exporting of data

    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?

  • What Reports have Charts?

    A customer had a requirement to see which reports had charts associated with them so they could consider them as Chart Gadgets in their Interactive Dashboard. It is not immediately clear from the standard report screen which reports might have a Pie chart…

  • Controlling access to reports

    The security features in Sage CRM extend to cover the internal CRM reporting engine. If a user can not see the data in the screen then they will not be able to see the data in the reports. The main security profile settings apply and so do the field level…

  • Reports and Graphs using Key Attribute Data

    Reports and Report Charts can only be built from views. So If we want to create a Report Chart that uses Key Attribute Data then we must first create the view. The structure of the tables that holds the key attribute data is complex and trying to work…

  • Crystal Reports for Sage 7.1f

    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…

  • add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work

  • Using Comments in the CRM views

    Hi, I am trying to add versioning to the CRM views to help keep track of certain changes to them, However I am struggling to get CRM to accept them. I either get 'Invalid script' or 'SQL error' when using the standard icons for commenting out lines…

  • excel reports export problem after turning ON SSO

    Hi guys! My client wants that i created the reports for his needs, but after creating it he says that his excel reports isnt working. After restoring backup they dont work too. After some days, we decide to TURN OFF SSO and we saw that excel reports export…

  • Group Reports

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

  • Sage CRM - Report Hyperlinking on Excel Export

    I know that there is the auto-hyperlinking feature of reports that will hyperlink the data fields when running on-screen reports, but is there any way to have these hyperlinks available when exporting to Excel? The sales management team at my company…

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