Custom report from custom button

SOLVED

Hello

My customer has a requirement where he wants a new button to appear in the company summary screen which will open a spreadsheet displaying all people against this company (with some logic, not all people will show).

I have tried various methods to no avail, any suggestions, please?

Thanks

Bea

Parents Reply
  • 0 in reply to Bea_1

    The 'easy' part should be getting Excel to make the call into Sage CRM using the REST API and fetch the data.  That fetch can be managed and controlled by an Excel macro.  The authentication (SID) should be able to be passed from CRM to Excel as a parameter.  The hard part will be calling Excel I think.

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