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  • Wiki Page: 632-16812 - CSV Data Upload to a Multi Select field

    Summary: Unable to find companies from data upload multi select field. Steps to Reproduce: 1. Add a new multi select field in Customisation -> Company named comp_software and add a title. 2. Add some new codes - BI, CRM and ERP. 3. Add the field to the company summary and company find screens. 4....
  • Wiki Page: 536-16813 - Integration with Sage Murano: Premature End of File error

    Summary: An issue may arise on attempting to migrate a copy of Sage CRM integrated with Sage Murano to another machine. After carrying out the migration, the integration was enabled. This resulted in an error being written to the logs. No misconfiguration errors were displayed on-screen, however the...
  • Wiki Page: 536-16823 - Date format user configuration

    Summary: When using Sage CRM in French, the user date format may be restricted to mm/jj/aaaa. Symptoms: The problem can be reproduced by logging into CRM, and navigating to Administration -> Utilisateurs -> Configuration de l'utilisateur . After setting the Format de date de l'utilisateur...
  • Wiki Page: 632-16845 - How To: Add more fields to a dedupe search screen

    Summary: How to add more fields to a dedupe search screen. This example covers the Company entity. Resolution: To add more fields to the Company Dedupe Search screen: Go to Administration | Customisation | Company . Select the screens tab at the top. Click the Company Dedupe Search Screen hyperlink....
  • Wiki Page: 492-16254 - Exchange integration - public mailboxes

    Summary: Are public mailboxes supported with the current Exchange integration? Symptoms: No. Only user mailboxes are supported. Work around: Delegate access to user mailboxes is supported. Further details are available on the Sage CRM Community .
  • Wiki Page: 593-16544 - Error in Outlook Lite Plugin on Windows 8 - The CRM Server has returned an invalid response

    Summary: Using Outlook Plugin Lite which shows error: The CRM Server has returned an invalid response. Try again. If the problem persists, please contact your system administrator. Work around / Resolution: 1. Log onto CRM directly checking the url to check the protocol of the url for https or http 2...
  • Wiki Page: 608-16539 - Unknown scripting language 'JavaScript' error in Interactive Dashboard

    Summary: An error stating that JavaScript is an unknown scripting language may appear when navigating to the Interactive Dashboard. Resolution: On the server, go to Start -> Run . Type CMD then hit Return . A command prompt window will open. In the window that's displayed, enter the following...
  • Wiki Page: 492-16667 - How to: Creating a custom merge to Excel

    Summary: A customer had a requirement to merge data from Sage CRM to Excel. Currently, Sage CRM only supports mail merges to Word - they were wondering if this is possible with a custom ASP page. How to: There are a number of ways of generating XLS files from a classic ASP page. Here's a couple of...
  • Wiki Page: 492-16649 - Unable to use a multiplication symbol in SQL statement

    Summary: Using the multiplication operator (*) with SeletSql() causes an error. Steps to Reproduce: 1. Add the attached custom APS page (TESTmulti.asp) to a menu (e.g. the User menu). 2. Run it. It should display a list of quotes created by the current user. Expected result: The quotes displayed should...
  • Wiki Page: 492-16647 - Error creating bean with name 'sdataServiceMetaDataStore'

    Summary: Following an upgrade to v7.1 SP1, an error displayed on interactive dashboard: The Dashboard has experienced a problem. Please contact your system administrator. Browsing to the SDATA schema URL will result in a 404 error page being returned from the Tomcat web server. The following error appears...
  • Wiki Page: 492-16567 - Order By Desc causes error on Company Quick Look

    Summary: When you specify a list e.g. CaseList in Administration -> Cases -> Lists so that is has Default Order By set to Yes and Allow Order By set to Yes for multiple fields then you will get an error when you select the Quick Look tab on a company record. Actual result: An error is displayed...
  • Wiki Page: 492-16854 - CommunicationFilterBox Create scripts

    Summary: An issue may occur when attempting to add a Create script to a filter box. Symptoms: The issue may be reproduced by adding the following Create script to the comm_type entry on CommunicationFilterBox: DefaultValue='Task'; The default value will operate correctly on the filter box, but...
  • Wiki Page: 492-16512 - CheckForandSendFile errors preventing users from logging on

    Summary: Issues with TGlobalLibraryFileList can cause an access violation when users attempt to log on. Existing user sessions are unaffected. Symptoms: Calls to ChecForandSendFile in TGolablLibraryFileList result in an exception being thrown. The following is from the ewaresystem.log: Aug 30 2012 10...
  • Wiki Page: 492-16511 - Loss of focus on CTI hangup

    Summary: Hanging up an inbound call when using CTI will cause the CTI frame to retain the active window. Steps to Reproduce: 1. Install CTI, and set up a user as a CTI user. Set the default CTI screen to Company. 2. Logon as a standard user, using the demonstration or test database 3. Simulate an incomming...
  • Wiki Page: 492-16507 - How to: Restore the LeadCompanyScreen

    Summary: A customer may delete the Lead Company screen, and wish to restore it. Symptoms: Screens are hard-deleted when removed from CRM. There is no option for restoring screens within CRM when they are deleted. The screen will need to be restored directly on the database (if you have access to it)...
  • Wiki Page: 492-16530 - Error 404 on viewing mail merged document

    Summary: An issue may occur after a user has carried out a mail merge and they attempt to view the .doc file, a 404 error is returned. Symptoms: The .doc file was created in the Library. Process Monitor (ProcMon) showed multiple requests to read web.config at the same time as it was looking for the template...
  • Wiki Page: 492-16546 - Exchange appointment in CRM cannot be modified

    Summary: A customer cannot modify their Exchange appointments in CRM, so their list of Pending appointments keeps growing. Steps to reproduce: 1. Using an Outlook user not synched with CRM, create an appointment, and invite a CRM Exchange integration user. 2. As the CRM Exchange integration user, log...
  • Wiki Page: 492-16858 - Exchange Integration on Oracle - unable to execute eware_get_identity_ID

    Summary: The CRMJ webapp was unable to execute eware_get_identity_ID. Symptoms: The following error was logged: ERROR: 28-Apr-2013 23:55:16.106 com.sage.scrm.model.error.SageSynchronizationException: com.sage.scrm.model.error.SageDataAccessException: Data access failure. Sync Activity Exchange to CRM...
  • Wiki Page: 492-15895 - How to: Using SSL between CRM and SQL Server

    Summary: A customer may have a requirement to use SSL to encrypt the connection between CRM and SQL Server. It's possible to set up SQL Server to use SSL encryption as per the document below: http://technet.microsoft.com/en-us/library/ms189067.aspx More info: The eWare DLL should just work once this...
  • Wiki Page: 536-16782 - Default behaviour of the Email Manager JavaScript files

    Summary: A number of support cases have been raised regarding the expected functionality that is in the default Email Manager scripts. The article will seek to clarify what functions are available in each script, and when they should be used. More information: Two default scripts are available for the...
  • Wiki Page: 605-16736 - SqlError when making a search with extended character in Sage CRM Reports

    Summary: Modify a Communication Report to make a search on the character "ñ". Symptoms: The report should display communications with character "ñ". But the following is shown: SQl Error message - an error occurs during process. Resolution: This issue is resolved in...
  • Wiki Page: 536-16726 - Sage CRM Component Manager - new Phone types

    Summary: Adding a new phone type (e.g. a new "Mobile" type) using a Component Manager script will result in redundant columns being added to the Phone table in Sage CRM. Symptoms: The issue can be reproduced by following the below steps: 1. Create a new Component, in the Component Manager,...
  • Wiki Page: 536-16725 - Emarketing: Missing field name in recipient data

    Summary: An error will occur when using a group that has Key attribute data to send an email blast with swiftpage. E-mail blast creation failed. missing field name in recipient data Solution: Product Management have stated that including Key Attribute data in Swiftpage emails is not supported. From v7...
  • Wiki Page: 492-16618 - Exchange Online - The account does not have permission to impersonate the requested user

    Summary: An error can occur when setting up an Exchange integration against an Exchange 365 instance. The following error will be logged to the ewaresystem.log: Aug 6 2013 11:22:55.325 904 3740 5 ERROR: checkExchangeUserEmail CODE: 0 URL : http://CRMSERVER/sdata/crmExchangeSyncEngine/crmExchange/-/$service...
  • Wiki Page: 492-16873 - How to: Monitor Exchange synch status using an escalation rule

    Summary: Users may be unaware that the Exchange integration has failed. This is dependent on the cause of the error - depending on the cause, the integration may stay on a status of "In Progress", and never progress. An escalation rule can be used to detect if the Exchange integration is not...