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?