{"id":9993,"date":"2015-03-31T15:54:26","date_gmt":"2015-03-31T15:54:26","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9993"},"modified":"2015-03-31T15:54:26","modified_gmt":"2015-03-31T15:54:26","slug":"set-default-type-on-export-screens","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/31\/set-default-type-on-export-screens\/","title":{"rendered":"Set Default Type on Export Screens"},"content":{"rendered":"

In Sage CRM, Users can export a list of companies or other standard primary entity data based on a Saved Search. We have this option available on standard find screen for all primary entities.
\n\"FindScreen\"<\/a>
\nNew Stuff:<\/em><\/span>\u00a0<\/strong>Adding Documents Tab to Leads in Sage CRM 2014 R2<\/a>
\nUpon clicking Export to file button highlighted above in screen shot Users would be navigated to Export page.
\n\"ExportPage\"<\/a>
\n1) Go to Administration<\/strong> | Customization<\/strong> | Translations<\/strong>
\n2) In the US Translation search for this text \u201cCreate entry in shared documents\u201d.
\n3) Edit the translation entry and add the below content in US Translation and UK Translation block.
\n<script>
\nif (typeof window.addEventListener != \u2018undefined\u2019)\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 window.addEventListener(\u201cload\u201d,HandleType,false);
\nelse if (window.attachEvent)
\nwindow.attachEvent(\u201conload\u201d,HandleType);
\nfunctionHandleType()
\n{
\n\/\/’ Set Type of Report format
\nif(document.getElementById(“ReportFormat”))
\n{
\ndocument.getElementById(“ReportFormat”).value=’CSVFOREXCEL’;
\n}
\n\/\/’ Set Create entry in shared documents to false
\nif(document.getElementById(“CreateLibraryItem”))
\n{
\ndocument.getElementById(“CreateLibraryItem”).checked = false;
\n}
\n}
\n<\/script>
\n4) Click on save button and do an IISRESET so that changes can take effect.
\nNow whenever User navigates to export page. CSVFOREXCEL will be set by defaultand Create entry in shared documents checkbox will be unchecked.
\nAlso Read:<\/em><\/strong><\/span>
\n1) Increase the size of Search SQL text<\/a>
\n2) Excel to PDF generator<\/a>
\n3) Excel Mail Merge<\/a>
\n4) View Sage CRM Reports in PDF format from any Sage CRM screen<\/a>
\n5) Generate Excel\/PDF reports on standard Sage CRM entities externally<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage CRM, Users can export a list of companies or other standard primary entity data based on a Saved Search. We have this option available on standard find screen for all primary entities. New Stuff:\u00a0Adding Documents Tab to Leads in Sage CRM 2014 R2 Upon clicking Export to file button highlighted above in screen\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,337,1],"tags":[2010,2031,2033,2140],"class_list":["post-9993","post","type-post","status-publish","format-standard","hentry","category-crm72","category-sage-crm-7-2","category-uncategorized","tag-sage-crm","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-com"],"yoast_head":"\nSet Default Type on Export Screens - 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\/2015\/03\/31\/set-default-type-on-export-screens\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Set Default Type on Export Screens - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, Users can export a list of companies or other standard primary entity data based on a Saved Search. We have this option available on standard find screen for all primary entities. 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