Document and report settings

To enable mail merge for a new custom entity, you must use the Advanced Customization Wizard to create the entity, and select Has Communication and Has Library. The wizard creates a new view called vMailMerge[entityname]. For more information, see Entity parameters.


Field	Description
Physical root directory for mail merged documents	The path to the directory where mail merge documents are stored. The path must end in a backslash (\).
HTTP alias for physical root directory for mail merged documents	The alias for the directory where mail merge documents are stored. This is set up in IIS. This is a legacy field that’s no longer used.
Default document templates location for mail merge	The path to the directory where mail merge templates are stored.
Root directory for reports	The path to the directory where reports are stored.
Reports query timeout	The maximum amount of time, in seconds, that Sage CRM waits for a report to run before a timeout error is displayed.
Reports build timeout	The maximum amount of time, in seconds, that Sage CRM waits for a report to build before a timeout error is displayed.
Reports admin override	Yes: Administrators can run a report of any size. No: The value in Desktop size limitation is used when a report is run. Use No if you regularly run large reports.
Reports export visible for non admin users	Yes: All users can export reports to PDF or spreadsheet format and view reports on screen. No: Only a user with info manager or full system administrator rights can export reports to PDF or spreadsheet format. All users can view reports on screen. This setting relates to reports run from the Reports menu and does not affect summary reports. Enable access to summary reports in Summary Reports Enabled.
Desktop size limitation (Kb)	The size limit in Kb of the report for desktop clients. This is an approximation; it counts the size of the XML rather than the HTML output. It prevents very large reports running and taking all the bandwidth. If you regularly run large reports, you should set this to 60 MB (61 440 Kb). It must not exceed 120 MB (122 880 Kb).
PocketPC size limitation (Kb)	The size limit in Kb of the report for mobile clients. This is an approximation; it counts the size of the XML rather than the HTML output. It prevents very large reports running and taking all the bandwidth.
Summary reports enabled	Yes: Summary reports are available. No: Summary reports are not available.
Document sync server	The name of the server where documents are stored if different to Sage CRM.
HTTP port	The web server port number.
Stream images from memory	Yes(default): An image produced by a graphic, chart, or organizational chart is retained in memory and streamed to the client. No: An image produced by a graphic, chart, or organizational chart is saved to the server's hard disk and then relayed to the client. This option is disabled by default.
ActiveX viewer for Crystal reports	Yes: Enables ActiveX viewer for Crystal reports. No: Disables ActiveX viewer for Crystal reports. Crystal is not currently supported by Sage CRM. This setting remains for backward compatibility for customers using unsupported versions of Crystal.
Crystal reports version	The version of Crystal reports installed on the web server. Crystal is not currently supported by Sage CRM. This setting remains for backward compatibility for customers using unsupported versions of Crystal.
Crystal reports viewer path	The path to the IIS virtual directory required for Crystal viewer support. Crystal is not currently supported by Sage CRM. This setting remains for backward compatibility for customers using unsupported versions of Crystal.
Adobe converter path and filename	The full path and file name of the Adobe converter program.
Adobe converter parameter string	Parameters used when calling the Adobe converter program. %1 and %2 are placeholders for the source and destination file names and should not be removed. -q enables quiet mode, which suppresses information messages. Error messages are still displayed.
Report generator maximum memory (MB)	The maximum amount of memory allocated to the report generation process. The default setting is 1024MB (1GB).
Number of concurrent processes	The number of mail merge and Excel report generation processes that are carried out concurrently. New processes can start before the previous process has completed. For example, one user’s mail merge runs at the same time as another user’s Excel report output. Set to 1 to carry out processes sequentially.
Impersonated user	The login ID of the local machine administrator which Sage CRM uses to save files to the server. The impersonated user login ID and the impersonated user domain are required for a valid logon.
Impersonated user domain	The domain of the impersonated user.
Impersonated user password	The password of the impersonated user.
Export to file available on search / groups	The type of users that can view the Export Group to file action button. For more information, see Export Group to File.
Send email available on search / groups	The type of users that can view the Send Email action button. For more information, see Send Email.
File extension restrictions	The extensions of file types that cannot be uploaded to Sage CRM. Separate by commas. For example: exe, asp, bat. These file restrictions apply to Drop files here and Document Drop only. They do not apply to email attachments.
File size limitation (Mb)	The size limit for each file that can be uploaded using Add File.
File upload limitation	The maximum number of files per upload when using Add File. For example, set to 10 to allow a user upload up to 10 files in a single transaction.
Max mail merge memory (MB)	The maximum amount of memory allocated to the mail merge process. The default setting is 1024MB (1GB) but can be increased. The amount of memory required for mail merge depends on the number of records merged and the size of the template (the number of graphics and amount of text).
Mail merge timeout	The maximum amount of time, in seconds, that Sage CRM waits for a mail merge to complete before a timeout error is displayed. If users frequently receive timeout errors during mail merges, you can increase this value. The default value is 300 seconds (5 minutes).
Max Mail Merges Allowed	The number of users who can perform concurrent mail merges. The default is 5. If you increase this value, you must also increase the value of Max mail merge memory because more memory is required.