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  • Forum Thread: Sage 300 ERP New Order /New Quotes Error 500????

    Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???
  • Forum Thread: 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 was WORKING! So , the problem is in SSO. Where...
  • Forum Thread: Create Group

    Hi, The source view filed is blank when create group , the entity field is "Person or Company". i use Sage CRM 7.1c SQL Server 2008 R2 Regard,
  • Forum Thread: Error exporting reports to .xls or .xlsx when they contain an integer data type field

  • Forum Thread: Group Reports

    Is there a way to run communication/activity reports for particular Groups?
  • Forum Thread: Customizing Reports with More Colors

    I know it's a strange request I got from my staff, but I've looked around the reporting and I haven't seen it; I just wanted to check with the guys on the forum. I've created a report that groups opportunities by stage and attached an Hbar that lists each stage (so the sales reps can...
  • Forum Thread: Multiple phone numbers and reports

    Hi Our Sage CRM 7.1.c System has been customised to suit our specific requirements with regards to logging information about learners. Since the update to 7.1.c i have noticed that phone numbers are stored in a separate entity which means people can have more than one type of phone number. We...
  • Forum Thread: Reports to include Relationship Information?

    I've found a default report under Sales to show My Open Opportunities. It has almost all the information our guys need when they are giving presentations and print this report out to use in the presentation. When I go in to edit it, the one thing that it doesn't have that it needs is the Relationship...
  • Forum Thread: Sage CRM Views

    Hi All Im no expert when it comes to sql or sage crm for that matter so please excuse me if this is a stupid question, but is there a limit to the number of fields / tables that can be added / displayed in a view when created in the GUI of sage CRM The reason i ask is i have a view that brings...
  • Forum Thread: Export Issue/Error since 7.1 TOMCAT

    Is there any hope that with the next patch there will be a fix for the number of records that can be exported? Since the 7.1 was released anytime we try to export records off the opportunity summary view of approx 900 or more it errors out and I have reported this to the local SAGE office back this fall...
  • Forum Thread: What's an easy way to find a field location?

    I know how to navigate the Primary Entities pretty easily, but finding a single field in the Secondary Entities is difficult. For example, In my reports, when I'm running them the Display Box drop down menu for the page size is defaulted to A4 instead of letter. I would normally be able to...
  • Forum Thread: Chart Duplication

    hi all, this chart give me duplicate data i cant solve it any help ???????????and the code shown var strSQL = "select count(mesh_membershipid) as 'mycount', 'Class 1000' as 'mytype' from membership where mesh_class=0 union select count(mesh_membershipid) as 'mycount'...
  • Forum Thread: Error generating excel file when export a report

    I just want to export a report to xls or any other kinds of file like csv. But I receive below error: An error occurred while running the report. Error generating report. and when I go to the system logging it says "ERROR generating excel file " I set the impersonated user and office...
  • Forum Thread: Access base Field .NET

    I have the base screen in .net sage crm how can i access the field in the screen???????????? and give it caption or onchange or .....etc how r u Jeff??
  • Forum Thread: Export to PDF problem with Arabic characters

    I tried to export standard reports to PDF, but when use export to PDF option, in the exported file all Arabic/Farsi characters be separately. For example, PDF file display " ی ل ع " instead of " علی "
  • Forum Thread: Document .Net API

    Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks
  • Forum Thread: Adding filters to Reporting

    i received the following request from my sales team : I am attempting to get lead reports and other reports but there are not enough filters to narrow it down. It is saying to large to download use filters. Need filter by the following examples date range sales person type rating stage i am fairly...
  • Forum Thread: Linking Chart Gadgets in Interactive Dashboards

    While out at the Summit last week in DC I was amazed at how many new features were added to the lastest release in SAGE CRM. One of which was the dashboard features/capabilites. I was very impressed with how you could link multiple list or gadgets to on and other. I am having the hardest time thought...
  • Forum Thread: Adding Mobile Phone to Activity Report

    CRM 6.2.i We've got an activity report for our sales that lists what activities they have so at the beginning of the week, day, they can run the report and see what they have scheduled. Action | Date/Time | Details | Company Name | Person | Phone Full Number Well it came up in a meeting...
  • Forum Reply: Re: Reports to include Relationship Information?

    I have taken a look at your suggestion, and I think I’m going in the right direction, but the information you presented aren’t quite the columns I’m looking for. For our Relationships, we don’t use parent or child, so all of our relationships will always be siblings....
  • Forum Thread: Disturbing Problem URL REWRITE ERROR

    URL REWRITE ERROR each time when i see this error i am pray for the god to help me :( i tried all solutions here in community but not solved yet when i go to log file in setup directory for CRM i found this Line ERROR: Sdata URL not working. http://localhost/sdata/crmj/sagecrm...
  • Forum Thread: error code in pipline

    how to resolve the problem of error code in pipline graphic and report. There accures many times when implements.
  • Forum Thread: Using Key Attributes in Reports

    I have Key Attributes that are against a Custom Entity, and would like to make these fields available for reporting. I have seen a blog post detailing how to get this to work, but I'm not sure I fully understand it. Can anyone tell me if this is possible when the Attributes are against a Custom Entity...
  • Forum Thread: Related person reporting

    Hello, We are using Related Persons at the company level to identify the individuals associated with company relationships. I am using the relatedpersonlist system action on a new tab to link individuals from other companies to specific companies. What I'm hoping to pull is a report that would...
  • Forum Thread: Printing Reports with 11x17 Paper Size

    Currently I only have the option of either Letter or A4. How can I include an option for printing on paper 11x17?