Tag Archives: Excel

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 »

Sage CRM Mapping component to upload data from Excel

Hi folks! Before I start writing these blog one thing I want to say, that you will end up learning a new feature that would really help to CRM developers. Consider a scenario, where client wanted to have an upload routine which should display a mapping screen for user to link the Excel columns with… 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 »

Error exporting reports to excel in CRM part 3

Hi Folks!!! We have been writing blogs explaining issues being faced while exporting reports data in Excel from the time Tomcat was introduced.  Today I will discuss one more such issue I faced recently due to silly configuration mistake of report generator memory. New Stuff: An overview of Greytrix’s Sage CRM Migration Services. I had all… Read More »

Generate Excel/PDF reports on standard Sage CRM entities externally

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 any… Read More »

Greytrix Sage CRM/CRM.com – Product Import

SageCRM apart from being an excellent web based CRM also offers other features like data upload. This option enables a user to import data from a flat file into company, person and address entities of SageCRM. But one other thing that is most frequently imported in SageCRM is the product import. Since there was no… Read More »

Excel to PDF generator

As per our one of the components we can create an Excel Mail Merge. Further if we are willing to generate PDF file for that Excel file programatically, we have developed a component which works individually in SageCRM which picks up the Excel sheet and converts it in to PDF automatically. Requisites: This supports only… Read More »

Excel Mail Merge

Currently SageCRM provides Mail merge functionality with Word Document. We can Add fields on Word Document and Template works as expected. But what to do if we want to merge the field values on Excel File? We have the solution. We have developed a component which fetches the values from SageCRM and displays in MS… Read More »