KnowledgeSync - Tips for Sage CRM
Copying Forms, Documents, & Reports to a
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?
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
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
For FTP, use the format ftp://username:email@example.com/directory_name.
Do not reference any mapped drives in your location
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).
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