Exporting groups

Issue

Solution

An error occurs when exporting a group to a text file
  1. Open the db.properties file in %ProgramFiles(x86)%\Sage\CRM\<CRM Instance Name>\tomcat\webapps\crmxxj\WEB-INF.
  2. Locate the jdbc settings and ensure the server name in the settings matches the CRM server name rather than local host name.
A Services not available error is written to scrm.log when exporting a group.
  1. Disable the antivirus software or firewall.
  2. Run the startup.bat file in %ProgramFiles(x86)%\Sage\CRM\<CRM Instance Name>\tomcat\bin.
  3. If prompted, give Java or Tomcat permission to run.

A group is exported to a CSV file but the exported file doesn't automatically open or your browser doesn't prompt you to open the file.

Ensure your browser doesn't block pop-up windows.