I want to add a customize quotation format into quotation page in Sage CRM. How can i call a crystal report from the quotation page
I need this also.
Crystal is not currently supported by Sage CRM. That has been the case I think from Sage CRM 7.2. You may still find mention of Crystal in the product as there are some settings that remain for backward compatibility for customers who are continuing to use unsupported versions of Crystal.
Having said that you can call any reporting tool that is available to be called from an URL.
An easy way is to add a button using the Client Side API. If you need any parameters for the report then the Client Side API provides you with access to all the context information that would allow you to build the needed variables.
This article discusses how to add buttons.
This article discusses how to work with Ajax to grab parameter info to pass to an external URL.
We support it as a 3rd party add on
CRM Together - Your Sage CRM Partner
We provide Sage CRM partners and customers world-wide with the best professional services and real value added solutions that make CRM deliver
Get our Free eBook- The Business Predictability Blueprint
Sorry Marc! I forgot it mention that!
© The Sage Group plc 2017All Rights Reserved