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

Apache FOP parameter string

Apache FOP (Formatting Objects Processor) is a third-party component used by Sage CRM to generate reports in the PDF format. This option specifies the parameters used when calling Apache FOP.

  • %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.

Apache FOP path and file name

The full path to the Apache FOP executable file.

Allow executable files to be uploaded

To allow the upload of executable files, set this option to Yes and add the file name extensions of executable files to Allow file name extensions for upload.

To detect an executable file, Sage CRM checks the file's header to determine its true type. This makes Sage CRM capable of detecting an executable file even if its file name extension has been changed.

Allowed file name extensions for upload

Populate this option with the file name extensions that can be uploaded to Sage CRM. Omit full stop from the file name extensions. Use a comma as a separator.

The default value in this option is:

doc, docx, rtf, xls, xlsx, ppt, pptx, pdf, csv, xml, txt, jpg, jpeg, bmp, gif, png, svg, zip

If a file name extension in this option belongs to an executable file, you must also set Allow executable files to be uploaded to Yes.

Sage CRM treats the following file types as executable:

com, cpl, dex, dll, exe, fon, mz, scr, sys, iec, ime, rs, tsp

Default document templates location for mail merge

The path to the directory where mail merge templates are stored.

Desktop size limitation (KB)

The size limit in kilobytes 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).

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.

File size limitation (MB)

The size limit for each file that can be uploaded. The value in this option applies when a user:

  • Selects the Add File button or uses the Drop files here to attach them area to upload files.

  • Selects the Import Emails button to import emails with attachments. When an email attachment exceeds the file size limit set in this option, the email is imported without the attachment.

File upload limitation

The maximum number of files per upload. For example, set to 10 to allow a user upload up to 10 files in a single transaction.

The value in this option applies when a user selects the Add File button or uses the Drop files here to attach them area to upload files.

HTTP port

The web server port number.

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.

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 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).

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.

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.

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 (\).

Mobile size limitation

The size limit in kilobytes 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.

Report generator maximum memory (MB)

The maximum amount of memory allocated to the report generation process. The default setting is 1024MB (1GB).

Reports admin override

Possible values:

  • 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 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 export visible for non admin users

Possible values:

  • 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.

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.

Root directory for reports

The path to the directory where reports are stored.

Send email available on search/groups

The type of users that can view the Send Email action button. For more information, see Send Email.

Stream images from memory

Possible values:

  • 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.

Summary reports enabled

Possible values:

  • Yes. Summary reports are available.

  • No. Summary reports are not available.