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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: MS SQL Server Reporting Services and Sage CRM 7.1c - will they try to love each other?

    All hail the Herbalists! While I cool my heels in the product compatibility conundrum pool that is Sage CRM 7.1c and Crystal Reports Server 2011, I thought I might tap into the collective knowledge of the great Sage CRM developers out there in Community. A couple of quick question will stimulate...
  • 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: Search Select Advacned in Reports not filtering

    Running SageCRM v7.1 SP1. I am trying to build a report so user could select from a drop down list leveraging the smarts of a Seach Select Advanced field similar to the default Leads by Campaign report shipped with SageCRM. However the report we built seems to return all rows rather than only rows that...
  • Forum Thread: Error exporting reports to .xls or .xlsx when they contain an integer data type field

  • Forum Thread: Is there known limitations on reports export to XLS ?

    Hi everybody ! I've read a lot of posts regarding xlsx exports of reports. It doesn't look to work so easily... Here, report exports work fine to every kind of types if the report is small. If the report is bigger (15 sheets), we lack xls exports but keep CSV. By the way, if such a report...
  • Forum Thread: Gadget Error Message - "An error occurred attempting to process the gadget"

    Hi There, I'm a new user to the site, so sorry if I've posted this in the wrong area but I am sys admin on newly upgraded and patched 7.2 crm, and have created some dashboards for our users. On two of the dashboards, some users are experiencing the "an error occurred attempting to process...
  • Forum Thread: Reporting Permissions

    Hi Is it possible to restrict access to reports by team, or is it simply by user. What options / restrictions can be applied? Thanks Adam
  • Forum Thread: How can I export CRM data to existing Excel spreadsheet

    We have an existing Excel template that we use internally through many different departments in our company, and it is essential for us to continue using it. I am trying to find a way to take the data from some of the fields on the CRM Opportunity screen, and essentially "mail merge" or marry...
  • Forum Thread: Report - Various Customers purchasing pattern over 12 months

    Hi all, Looking to develop a report that would have the purchase habits of a group of customers for each month. Would like to see something like this.. Jan Feb March etc Client 1 $10,000 0 $5,000 Client 2 $2,000 $40,000 $0 Any ideas
  • Forum Thread: Fusion Charts - Export Graphics / Graph as Image / PDF

    Hi I am trying to configure the interactive dashboards / reports to allow the user to be able to export the graph as an image. According to the Fusion Charts website it is possible to export the graph: http://kb.fusioncharts.com/questions/290/How+can+I+configure+the+chart+exporting+graphics%3F ...
  • Forum Thread: Group Reports

    Is there a way to run communication/activity reports for particular Groups?
  • Forum Thread: Reports can't be export to xls/xlsx and Adv Find can't export to file

    Hello together, following issue: I have Sage CRM 7.0 Patch D MS Windows 2008 R2 Java Version 26 - The Interactive Dashboard work well - The Spell Checker work well - Report export to PDF work well - Report export to csv work well - Report export to Excel csv work well ...
  • Forum Thread: Reports - Pagebreak After Each Group

    Would like to have a new page for each group on (user). So, when opening in PDF, there is not records from one users on the pages of another. Is this possible? 7.1 SP2
  • Forum Reply: Re: Sage CRM 7.1: Resizing the size of Fusion Charts in Reports

    Chris / Christian, The below parameters should be present In the database. They were put in originally to address such a scenario that you both are describing, but were never brought fully to light. I am afraid you'll have to modify these settings directly in the database through query analyser...
  • 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: Java heap space error while exporting report to Excel?

    I have an issue were I can’t figure out what or where to find the solution?! A customer tries to generate a report in Excel but it gives a strange error that I’ve never seen before. I was hoping somebody could push me into the right direction or give me some tips to make this report...
  • Forum Reply: Re: Reports can't be export to xls/xlsx and Adv Find can't export to file

    Hi Christian, Can you import into the system using an excel file? I would suggest you search for the posts on Apache POI. Elaine Hickey has a few posts that may help you to solve this. Also, there is this post on excel report error: community.sagecrm.com/.../9364.aspx which provides a link to a Greytrix...
  • 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'...