{"id":22898,"date":"2019-10-31T06:02:47","date_gmt":"2019-10-31T06:02:47","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22898"},"modified":"2020-05-27T06:49:52","modified_gmt":"2020-05-27T06:49:52","slug":"report-errors-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/31\/report-errors-in-sage-crm\/","title":{"rendered":"Solution for Running Reports in Sage CRM"},"content":{"rendered":"\n

One of the most used features in Sage CRM is \u2018Report\u2019. In this blog, we have discussed a solution for the error message \u201cThe field does not exist or is not a report field, or you are not permitted to use it: lead_priority<\/strong>\u201d when you try to run the report. <\/p>\n\n\n\n

New stuff:<\/strong><\/font><\/em> Changing the Default Status of Communications while\nloading Calendar in Sage CRM<\/a><\/h4>\n\n\n\n

Sage CRM always provides some reports for the standard entity. So we can take this report from standard Reports -> Lead -> Leads by Campaign<\/strong><\/p>\n\n\n\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSome\ntime on running the report you will receive below error message.\n\n\n\n<\/p>\n\n\n\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nThis\nis because the security access rights for the field in Sage CRM is denied.\nHence to provide access to particular field displayed on the screen you need to\nfollow the below steps.\n\n\n\n<\/p>\n\n\n\n

  1. Log in the Sage CRM with Admin user.<\/li>
  2. Navigate to Administration | Customization | Lead<\/strong><\/li>
  3. Search for field with a name lead_priority <\/strong>click on field security for changes as shown in below screenshot. <\/li>\n\"Fields\"<\/a>\n
    Fields<\/strong><\/i><\/center><\/font>\n
  4. As you can see in below screenshot, the Read and Write Access is Deny <\/strong>for the field. <\/li>\n\"Field<\/a>\n
    Field Security -Denied<\/strong><\/i><\/center><\/font>\n
  5. So go ahead and change the Read and Write Access to Allow then click on Continue. As shown in the below screenshot. <\/li>\n\"Modified<\/a>\n
    Modified Field Security-Allow<\/strong><\/i><\/center><\/font>\n
  6. Now go back to the report and retry running the same.<\/li>\n<\/ol>\n\n\n\n

    Hope you find this blog helpful.<\/p>\n\n\n\n

    About Us<\/strong>
    \n    Greytrix<\/a> a globally\nrecognized Premier Sage Gold Development Partner is a\none stop solution provider for Sage ERP and Sage CRM needs. Being\nrecognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical\nconsultations, product customizations, data migration, system integrations,\nthird party add-on development and implementation expertise.<\/p>\n\n\n\n

    Greytrix<\/a> has some unique\nintegration solutions for Sage CRM with Sage ERPs (Sage\nEnterprise Management (Sage X3<\/a>), Sage Intacct<\/a>, Sage\n100<\/a>, Sage\n500<\/a> and Sage\n300<\/a>).We also offer\nbest-in-class Sage ERP<\/a> and Sage CRM<\/a> customization and development\nservices to Business Partners, End Users\nand Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix |\nGoldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n\n\n\n

    Greytrix is\na recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise\nManagement \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>. \n\nFor more information on our integration\nsolutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.\n\n\n\n<\/p>\n","protected":false},"excerpt":{"rendered":"

    One of the most used features in Sage CRM is \u2018Report\u2019. In this blog, we have discussed a solution for the error message \u201cThe field does not exist or is not a report field, or you are not permitted to use it: lead_priority\u201d when you try to run the report. New stuff: Changing the Default\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,6,83,317,323,333,334,335,336,337,338,341,342],"tags":[3938,3954,3912],"class_list":["post-22898","post","type-post","status-publish","format-standard","hentry","category-uncategorized","category-access","category-crm72","category-report","category-rights","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm-r1","category-sage-crm7-3","tag-error-running-reports","tag-field-rights","tag-security-rights"],"yoast_head":"\nSolution for Running Reports in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/31\/report-errors-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Solution for Running Reports in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"One of the most used features in Sage CRM is \u2018Report\u2019. In this blog, we have discussed a solution for the error message \u201cThe field does not exist or is not a report field, or you are not permitted to use it: lead_priority\u201d when you try to run the report. 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