Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "summary report"
Maintaining photo identity is the need of banking and wealth management sectors nowadays that need to manage their client’s profiles through CRM. You must have read on Jeff’s blog site how you can display person photo on Summary screen, but there the upload is done from documents tab and that too with different document type. [...]
Apache FOP is the tool being used in Standard CRM installation to generate the PDF reports. The phenomenon works on the basis of Extended Style sheet Transformation methodology. We had posted the detailed information on this topic before. Please go through the below link to refer the same.
http://sagecrmaddons.blogspot.com/2009/07/file-to-pdf-conversion-using-fop.html
As per the block diagram [...]
Reporting is one of the essential parts of today’s business oriented software’s. It forms the base for analyzing growth of organization and on the other hand also enables us to track the client request-response which helps us in maintaining splendid relationship with client.
Sage CRM has come up with powerful reporting solutions to suit [...]
When we go for creating a new report in CRM, we can see the below screen to enter the report details. Here we need to specify the styling that we are going to use for this particular report.
By default there are two styles provided over here as mentioned below.
1. Standard [...]
You must be familier that we can generate the Summary Reports from the summary screens of standard Sage CRM entities. Lets consider for an example Opportunity Summary Report.You can generate this report by clicking Summary Report button provided on Opportunity Summary screen. Now, suppose you want to have one more field inside this report say [...]
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