Customization for exporting Notes

By | December 23, 2019

Hello everyone! In my previous blog I have explained how we can export notes for leads using sage CRM’s standard report functionality. We can do the same with the help of coding as well.

New Stuff: Client Side Script to Concatenate Address

Recently, one of our client asked us to add a button on notes list which will export all notes data in excel format for that particular lead. To do so you can follow below steps.

Add button to Notes tab naming “Export to Excel”.

  1. Log on to sage CRM.
  2. Navigate through below path:
    Administration |Advanced Customization | Button Groups
  3. Click on New, give name as Notes and select action as “notelist” and click on Save.
    Button Group
    Button Group
  4. Now add button to newly created button group naming Export to excel Action as customfile and in custom file field fill up your file name.
  5. Click on Add and then click on Save. A button will get added on notes tab of Lead as shown below:
    Export to Excel
    Export to Excel

Create ASP file using below code for exporting content to excel.

var  strLeadID=Request.QueryString(“Key44”);
var exportingContent = “<table border=1 style=’border-collapse:collapse’>”;
exportingContent += “<tr>”;
exportingContent += “<td><B>”+eWare.GetTrans(“colNames”,”Lead_CompanyName”)+”</B></td>”;
exportingContent += “<td><B>”+eWare.GetTrans(“colNames”,”Lead_PersonFirstName”)+”</B></td>”;
exportingContent += “<td><B>”+eWare.GetTrans(“colNames”,”Lead_PersonLastName”)+”</B></td>”;
exportingContent += “<td
<B>”+eWare.GetTrans(“colNames”,”Lead_PersonPhoneNumber”)+”</B></td>”;
exportingContent += “<td><B>”+eWare.GetTrans(“colNames”,”Note_Note”)+”</B></td>”;
exportingContent += “<td><B>”+eWare.GetTrans(“colNames”,”Lead_Description”)+”</B></td>”;
var NotesRecSQL=””;
NotesRecSQL = “SELECT * FROM Notes “;
NotesRecSQL += ” JOIN Lead ON note_foreignid = Lead_LeadID AND note_foreigntableid = 59″
NotesRecSQL += ” WHERE Lead_deleted IS NULL AND Note_Deleted IS NULL and lead_leadid = “+strLeadID;
NotesRecords = eWare.CreateQueryObj(NotesRecSQL);
NotesRecords.SelectSql();
        if(!NotesRecords.eof)
        {
                        while(!NotesRecords.eof)
                        {             
                                        exportingContent += “<tr>”;
                                       var companyName = CheckNull(new
String(NotesRecords(“Lead_CompanyName”)));
                                        var PersFirstName = CheckNull(new String(NotesRecords(“Lead_PersonFirstName”)));
                                        var PersLastName = CheckNull(new String(NotesRecords(“Lead_PersonLastName”)));
                                        var PhoneNumber = CheckNull(new String(NotesRecords(“Lead_PersonPhoneNumber”)));
                                        var Note = CheckNull(new String(NotesRecords(“Note_Note”)));
                                        var PersDescription = CheckNull(new String(NotesRecords(“Lead_Description”)));
                                        exportingContent += “<td>”+companyName+”</td>”;
                                        exportingContent += “<td>”+PersFirstName+”</td>”;
                                        exportingContent += “<td>”+PersLastName+”</td>”;
                                        exportingContent += “<td>”+PhoneNumber+”</td>”;
                                        exportingContent += “<td>”+Note+”</td>”;
                                        exportingContent += “<td>”+PersDescription+”</td>”;
                                        exportingContent += “</tr>”;
                                        NotesRecords.NextRecord();
                        }
        }
exportingContent += “</table>”;
Response.AddHeader(“content-disposition”,”attachment;filename=LeadsNote.xls”);
Response.ContentType = “application/vnd.ms-excel”;
Response.Buffer = true;
Response.Write(exportingContent);
Response.Flush()
}
function CheckNull(pmField)
{
        if(pmField== “” || pmField == “NULL” || pmField== “undefined”)pmField = “”;
                       return pmField; }

Now on click of “Export to Excel” button an excel file will get generated as follows:

Template
Template

You can use this code for any data all you need to provide is proper column names and data value. Hope this will help.

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