This is compatible for both version 5.8 and version 6 of Sage CRM and is available free of charge for all customers that currently have a valid Reports Plus licence.

 

What’s New in Version 3?

• Added Separate Application Pool for OpenReport.Net virtual folder
• When editing an entry in the Report section, you can now upload a file to replace the existing report
• When adding a new Report, the description is defaulted as the report name and sets the default user as the user who uploaded the report

How to upgrade

 

Serversys strongly recommends that you upgrade to Version 3

Firstly you need to request a new licence from our sales team—this is free of charge. To request your upgrade, please email us on the link below and provide the computer name for the licence: sales@serversys.com We will then provide you with a new licence and installation guide.

 

Please note that any current versions of Resource Plus will need to be uninstalled prior to downloading the upgrade

 

(*Formally known as Resource Planner)

 

This is compatible for both version 5.8 and version 6 of Sage CRM and is available free of charge for all customers that currently have a valid Resource Planner licence.

 

What’s New in Version 3?

• As well as the existing weekly and monthly views … a new daily view as been implemented
• Planner abides by territory structures of SAGE CRM
• New team selection - if a team is selected in the team filter box, then all the users from that team will become selected in the user box, giving easier visibility of team members
• New Apply Time-zone option allows you to handle/view appointments for people based all over the world

 

How to upgrade

 

Serversys strongly reconds that you upgrade to Version 3

Firstly you need to request a new licence (which is free of charge) from our sales team. To request this please email us on the link below and provide the computer name for the licence sales@serversys.com. We will then provide you with a new licence and installation guide

 

Please note that any current versions of Resource Plus will need to be uninstalled prior to downloading the upgrade

 

 

This two day workshop is designed to provide training that will enable you to create and manage your own crystal reports within either Sage CRM or GoldMine

 

Day One
Introduction to Crystal Reporting
Basic Report Creation
Sorting and Groups
Subtotals
Filtering

Day Two
Formula’s
Advance Report Creation

Serversys are pleased to offer a promotional rate of £500 per delegate!!!

 

This price includes all training materials, lunch and refreshments and associated manuals/documentation.

 

If you would like further information on when the next course is to be scheduled, then please contact:

 

Jasmine Card
T: 01491 870 115
E: jcard@serversys.com