Sage CRM

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

Using Sage CRM 2023 R2 reports are now exporting 'blank' if exported to XLSX. All of the data is in hidden columns. Any ideas?

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.

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…

Hi, I am in the process of writing a basic report in SQL for a colleague however I am having trouble finding descriptions for codes. In the stock transactions screen there are 2 columns called Movement Type and Document Type. In the STOJOU…

Several fields have been added to the opportunity screen and populated with data. We have a survey Word doc that includes those fields but that data doesn't show. What would cause this to happen? Thanks for any and all advice. Dana

We are having an issue with Outlook when saving email to CRM, but it is only with emails from our scanner. I can save other emails, but for email from our scanner I get the following message: Other emails file just fine, the only difference i notice…

Software Specs: Sage 100 ERP 2014 Sage CRM (for Sage 100 ERP 2014) v7.3 Problem/Question: I've been given a couple different stories regarding what licensing is needed when accessing certain parts of CRM. Ultimately, I'm trying to figure out…

I want to store sales collateral - e.g. a brochure in PDF format which I send to various prospects (companies) in CRM. I want to email these as attachments to emails which are pretty much form letters with a touch of custom verbiage thrown in. How do…

I am writing some Crystal reports that will sent out by Sage Alerts and Work Flow but I need to create a "silent" DSN so that when the report is run it does not prompt for log in. Anyone know how?

Using Crystal I have created a report we needed. It has a main body and a sub-report. Currently I am running it through Sage100 on the Custom Reports menu in AR but would like to run it through SageCRM if possible. So my question is, is it possible to…

Writing a report using the Communications tables as the main table. Works fine but I need to include the Company name in the report but I cannot determine how to link the Communications table with the Company table. In the Reports there is a Communication…

When I run most reports I receive an error message that the report data is too big and to reduce the size by changing the criteria. However if I write the same report in Crystal from scratch and run it the data really is not that much, sometimes it is…

Please can anyone help with this: I am trying to run a Crystal Report (XI) in Sage CRM 7.2b. More importantly I need the parameters of the report to pull across and be accessible to users in CRM. I came across the following in the CRM Administrator…