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Customer experience | Sales, Customer Insights,...
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Configure Report CRM | Advanced Forms

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Hello Forum Members,
 
I hope this message finds you well. I am currently facing some challenges while trying to configure the Advanced Forms plugin in my CRM system, and I'm hoping to get some guidance from the community.
Here's a brief overview of the issue:
Exported Advanced Forms Plugin: I have successfully exported the Advanced Forms plugin in CRM, but I did not receive the XML file needed to Advanced Forms server.
Exporting Reports: Additionally, I am encountering difficulties exporting reports from CRM.
 
I would greatly appreciate it if anyone who has experience with Advanced Forms in CRM could provide some insights into the following:
  • How to obtain the XML file required to the Advanced Forms server?
  • Are there any specific steps I might be missing in the process of exporting reports from CRM?
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