Category Archives: Export

How to enable Export to PDF on Calendar List in Sage CRM?

Responsive Calendar List in Sage CRM itself has many inbuilt features which makes it an innovative as well as a user friendly feature on its own. We have explained many of its features in earlier blogs. One of them was ‘How to enable Export to Excel on Calendar List in Sage CRM’. Below is the… Read More »

The Size of the report is too Big – Error when exporting report to Excel/CSV

We have come across various instances of Export to excel issues identified in CRM and surprisingly there have been various resolutions as well. In today’s blog, we will explain one such resolution applied for the error message “The size of the report is too big, use the filter criteria to reduce the size of the… Read More »

Hide Merge to PDF option from New Menu in Sage CRM

As you know, Sage CRM 7.3 came with a feature of creating PDF merged documents. You can create PDF merged documents using “Merge To PDF” option available in New Menu. Also, you can do the same from workflow also. Please refer below blog link for the same. Related Post: Merge to PDF through workflow in Sage… Read More »

How to add more columns in Export to file documents

In Sage CRM user can export data into Excel/PDF/CSV using Export to file button available on Search screen. You can also restrict access to this button to make it available only for Managers and Administrators. You can refer below blog link for your reference. Related Post: Hide Export data option for Non admin users By default, when you… Read More »

Features to manage Images through Sage CRM – Part 3

This blog is continuation of our previous blogs “Features to manage Images through Sage CRM Part 1 and Part 2” in which we have explained the process to upload and display images on CRM screen along with Zoom In and Zoom Out functionality. Now we have developed an additional feature in the same functionality called… Read More »

Error exporting reports to excel in CRM part 4

As you know we have been writing blogs on issues being faced while extracting reports data in excel and issues related to Dashboards not working. You can go through the links added below for your reference. Related Stuff: Error exporting reports to excel in CRM part 3 Even in today’s blog, we will be discussing… Read More »

Quote Summary Screen Enhancements in Sage CRM 7.3

In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3. New stuff : Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration New buttons have been added to… Read More »

Hide Export data option for Non admin users

Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company… Read More »