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KnowledgeSync Education Bulletin:   Week 3
Leading the Way in Business Activity Monitoring


Sage KnowledgeSync - Tips for Sage CRM SalesLogix
Copying Forms, Documents, & Reports to a Specific Folder


Welcome to week #3 of the KnowledgeSync Educational Bulletin for Business Partners and clients who are using Sage KnowledgeSync with the SalesLogix CRM application.

We invite partners to share this information with KnowledgeSync clients, as well as to ask questions of their own and submit their own ideas for critical or inventive uses of the Sage KnowledgeSync application.

This week's question:

How can I configure a KnowledgeSync event to create a Crystal Report in PDF format and then copy that PDF file to a specific folder - all in a single event?

Answer:

The key to this is in creating a KnowledgeSync "subscriber" record that has a delivery address that corresponds to a specific folder location. Follow these steps:

1. Open the Event Manager, expand the "Subscribers" branch, choose a specific group of subscribers, and click on the button called "New User". (Give the subscriber a name such as "Report Copy Location".)

2. Click on the "Copy" tab.

3. In the "Copy Location 1" field, specify the location you want the report output file to be sent to using the format "//computername/sharename").

For FTP, use the format ftp://username:password@ftp.location.net/directory_name. Do not reference any mapped drives in your location specifications.

4. Save and close this subscriber record. In your event, choose this subscriber and check the "Copy" delivery method. (Also make sure that both options on the "Copy" tab are checked.)

5. Make sure that the KnowledgeSync "Copy Server" is enabled for processing (see the "Server Status" branch in the Administrator module).

Thank you for your support and promotion of the Sage KnowledgeSync solution.

Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com


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