Sage CRM provides Report functionality through which we can create simple as well as complex report in CRM. Report helps us in getting clear idea about ongoing work also.
New Stuff: Troubleshooting an error message of GUMU™ Integration – ‘File does not exist’
In CRM, we have reports of different categories like Activity reports, Campaign, Customer Service, Sales etc. With all this categories there is one more option available as “All Report Categories”, which holds all the categories listed above.
For one of our client we created “Custom Reports” category which is having all the custom reports. He asked us to remove all the standard categories and keep only Custom Reports category. We removed all standard categories by navigating to Administration -> Advanced Customization -> System Menus -> ReportsTabGroup.
But when we click on the Reports dropdown it was showing the “Custom Reports” and “All Report Categories” options in it. And after clicking on “All Report Categories” options it was showing “Custom Reports” category in it. This seemed to be an unnecessary addition to the list since we had only one Custom reports category made available for client. So, we decided to remove the “All Report Categories” option. To do the same we followed below steps.
1. Navigate to “C:\Program Files (x86)\Sage\CRM\<CRM Instance>\WWWRoot\js\crm\WebTriPage.js”.
2. Find out “LoadComplete:function(editname)” function.
3. In the above function put the below code:
if($(“#sub-menu-AllReportCategories”))
$(“a#sub-menu-AllReportCategories”).hide();
Below is the screenshot for the same.
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Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.