{"id":23514,"date":"2019-12-23T05:13:32","date_gmt":"2019-12-23T05:13:32","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23514"},"modified":"2019-12-23T05:13:33","modified_gmt":"2019-12-23T05:13:33","slug":"customization-for-exporting-notes","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/customization-for-exporting-notes\/","title":{"rendered":"Customization for exporting Notes"},"content":{"rendered":"\n

Hello everyone! In my previous blog I have explained how we can export notes for leads using sage CRM\u2019s standard report functionality. We can do the same with the help of coding as well. <\/p>\n\n\n\n

New Stuff<\/em><\/strong>: Client Side Script to Concatenate Address<\/a><\/p>\n\n\n\n

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. <\/p>\n\n\n\n

Add button to Notes tab naming \u201cExport to Excel\u201d. <\/strong><\/p>\n\n\n\n

  1. Log on to sage CRM.<\/li>
  2. Navigate through below path: <\/br>Administration |Advanced Customization | Button Groups<\/strong><\/li>
  3. Click on New, give name as Notes and select action as \u201cnotelist\u201d and click on Save.<\/br>\"Button<\/a>\n
    Button Group<\/i><\/center><\/font> <\/li>
  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. <\/li>
  5. Click on Add and then click on Save. A button will get added on notes tab of Lead as shown below: <\/br>\"Export<\/a>\n
    Export to Excel<\/i><\/center><\/font>\n<\/li><\/ol>\n\n\n\n

    Create ASP file using below code for exporting content to excel. <\/strong><\/p>\n\n\n\n

    var\u00a0 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();
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if(!NotesRecords.eof)
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 {
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 while(!NotesRecords.eof)
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 {\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 exportingContent += “<tr>”;
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var companyName = CheckNull(new
    String(NotesRecords(“Lead_CompanyName”)));
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var PersFirstName = CheckNull(new String(NotesRecords(“Lead_PersonFirstName”)));
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var PersLastName = CheckNull(new String(NotesRecords(“Lead_PersonLastName”)));
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var PhoneNumber = CheckNull(new String(NotesRecords(“Lead_PersonPhoneNumber”)));
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var Note = CheckNull(new String(NotesRecords(“Note_Note”)));
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var PersDescription = CheckNull(new String(NotesRecords(“Lead_Description”)));
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 exportingContent += “<td>”+companyName+”<\/td>”;
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 exportingContent += “<td>”+PersFirstName+”<\/td>”;
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 exportingContent += “<td>”+PersLastName+”<\/td>”;
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 exportingContent += “<td>”+PhoneNumber+”<\/td>”;
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 exportingContent += “<td>”+Note+”<\/td>”;
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 exportingContent += “<td>”+PersDescription+”<\/td>”;
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 exportingContent += “<\/tr>”;
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 NotesRecords.NextRecord();
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }
    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)
    {
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if(pmField== “” || pmField == “NULL” || pmField== “undefined”)pmField = “”;
    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 return pmField; }<\/p>\n\n\n\n

    Now on click of \u201cExport to Excel<\/strong>\u201d button an excel file will get generated as follows: <\/p>\n\n\n\n\"Template\"<\/a>\n

    Template<\/i><\/center><\/font>\n\n\n\n

    You can use this code for any data all you need to provide is proper column names and data value. Hope this will help. <\/p>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

    Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Hello everyone! In my previous blog I have explained how we can export notes for leads using sage CRM\u2019s 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\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":[83,146,184,317,332,333,334,335,3986,3987,3985,336,337,338,340,341,342,1],"tags":[574,640,1117,1679],"class_list":["post-23514","post","type-post","status-publish","format-standard","hentry","category-crm72","category-export-to-excel","category-import-sage-crm","category-report","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2019-r1","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm-guide","category-sage-crm-r1","category-sage-crm7-3","category-uncategorized","tag-asp","tag-buttons","tag-export-to-excel","tag-notes-tab"],"yoast_head":"\nCustomization for exporting Notes - 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\/12\/23\/customization-for-exporting-notes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customization for exporting Notes - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hello everyone! In my previous blog I have explained how we can export notes for leads using sage CRM\u2019s 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\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/customization-for-exporting-notes\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-12-23T05:13:32+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-12-23T05:13:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/12\/Img-1-2.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/customization-for-exporting-notes\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/customization-for-exporting-notes\/\",\"name\":\"Customization for exporting Notes - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/customization-for-exporting-notes\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/customization-for-exporting-notes\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/12\/Img-1-2.jpg\",\"datePublished\":\"2019-12-23T05:13:32+00:00\",\"dateModified\":\"2019-12-23T05:13:33+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/customization-for-exporting-notes\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/customization-for-exporting-notes\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/customization-for-exporting-notes\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/12\/Img-1-2.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/12\/Img-1-2.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/customization-for-exporting-notes\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Customization for exporting Notes\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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