Troubleshooting PDF Generation Issues in CRM

Overview

This article offers guidance on resolving common issues related to PDF generation within our CRM system. Users may encounter error messages such as "Failed to load PDF document" or "UnofficialMediaTypeError."

Common Issues

Some common error messages you might encounter include:

• "Failed to load PDF document"
• "UnofficialMediaTypeError"

Troubleshooting Steps

To effectively address PDF generation issues, follow these steps:

1. Check Server Status
   Start by verifying if there are any server-side issues affecting functionality. Contact your system administrator or IT support for updates on server status.

2. Update Software
   Ensure you are using the latest version of the CRM software. Updates often include fixes for known issues, such as those related to PDF generation.

3. Clear Cache and Cookies
   Outdated cache or cookies can interfere with document generation. Clear your browser’s cache and cookies, then attempt to generate the PDF again.

4. Use Alternative Formats
   If PDF generation continues to fail, consider exporting the report in other formats:

   • CSV: This format is ideal for data manipulation and analysis.
   • Excel: Useful for editing and presenting data in a familiar spreadsheet format.

5. Contact Support
   If you are still experiencing issues after following these steps, reach out to customer support for further assistance. Be prepared to provide specific error messages and a summary of the steps you've attempted.

Conclusion

By following these troubleshooting steps, you should be able to resolve most PDF generation issues in the CRM. Remember to keep your software updated and consider using alternative formats if you cannot successfully generate a PDF document. If problems persist, do not hesitate to contact our support team for additional help.