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  • 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: 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: 492-16511 - 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: 492-16858 - 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: 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: 536-16923 - Select Search Advanced issue with 71G

    Steps to Reproduce: 1.Create a new person search select advance field (oppo_agent) and add it to the opportunity web picker screen. 2. Find an opportunity that's not associated with a Person & click "Change" 3. Click on New Person and enter in person details select Save & Continue...
  • Wiki Page: 605-16738 - Sage CRM Email Template behavior on reply to 'E-mail in' Communications

    Summary: Create a new default email template and then navigate to an email and reply to it. Symptoms: Email template is loaded but the original message and added text disappears. The Email template should keep original email and added text. Workaround: Upload an image prior to modify text of email and...
  • Wiki Page: 492-16974 - Adding custom time zones may prevent the CRMJ webapp from starting

    Summary: Adding custom time zones to the TimezoneDelta caption family on Custom_Captions may result in the CRMJ webapp being unable to start. Symptoms: An error similar to the one shown below will appear in the localhost.log: SEVERE: Exception sending context initialized event to listener instance of...
  • Wiki Page: 636-17040 - Filing emails to CRM that were sent to distribution lists

    Summary: When filing an email that has been sent to a group / distribution list, only the last name of the list is shown in the communication. Symptoms: Once the email is filed using the Lite Outlook Plugin to CRM the communication only shows the display name of one of the recipients in the 'To:'...
  • Wiki Page: 536-17048 - HTTP 401.5 using IIS autologin

    Summary: A login prompt may appear when logging into CRM using IIS autologin. On entering a username and password, a 401.5 (Unauthorized) error page may appear. Resolution: This issue may be caused by having Anonymous authentication enabled on the CRM virtual directory in IIS. When using IIS autologin...
  • Wiki Page: 605-16646 - Custom Entity Mail Merge

    Summary: A custom entity may be created in Sage CRM using the advanced customisation wizard without selecting the options "Has library or has communications". Can the mail merge feature be added to this entity at a later date without recreating the custom entity? Workaround: Yes, this is possible...
  • Wiki Page: 492-17071 - ObjectNotFoundException on startup - No row with the given identifier exists

    Summary: References in the Custom_Tables table to non-existent entries on the Custom_Databases table may cause the CRMJ webapp to throw an error on startup. Symptoms: The following error is logged to the stdout.log in \CRM\tomcat\logs Exception in thread "Thread-13" org.hibernate.ObjectNotFoundException...
  • Wiki Page: 605-16652 - Team CRM Calendar is not listing Tasks unassigned to any users

    Summary: Create a Task in CRM and assign this task to a Team and to a User. Remove the User information from this task and only let a Team be attached to this task. Symptoms: Then this task disappears from User's My CRM Calendar. But this task also disappears from Team CRM Calendar. Workaround: The...
  • Wiki Page: 636-17088 - Document drop icon missing

    Summary: Issue with Document drop not working as it is not loading properly Symptoms: The Document drop icon is missing but the text remains. Dragging a document onto the icon does nothing. Cause: A request to load some Javascript needed by the plugin was resulting in an error 500. This happened because...
  • Wiki Page: 605-16505 - How to customize a logo in Sage CRM?

    Summary: One common method of customising the Sage CRM logo is to replace ewaretopleft.jpg with a custom image in \CRM\CRM71\WWWRoot\Themes\Img\Color\Logo. However, after installing a new Sage CRM patch, this change may be reverted. Resolution: The correct method of updating a customer’s logo in...
  • Wiki Page: 492-16447 - Error 400 accessing the SDATA schema URL

    Summary: All requests to the SDATA schema URL using the hostname return an error 400 (Bad Request). Requests to localhost work correctly: • http://localhost/sdata/default.aspx?r=/sdata/test.html • http://localhost:[Tomcat Port]/[CRM Install Name]j/sagecrm/-/$schema • http://localhost/sdata...
  • Wiki Page: 492-17112 - Mail merge error with IIS autologin

    Summary: An issue with mail merges may arise when IIS autologin is enabled. Symptoms: The following error message is displayed in the Sage CRM logs: "User with a username xxxx not found in CRM" "User not logged" This issue is caused by Tomcat attempting to check for an active user...
  • Wiki Page: 492-17113 - How to: Relink orphaned email records originating from the Outlook Exchange Lite plugin.

    Summary: By default, if you file an email from the Outlook Exchange plugin to CRM without linking it to a Person or a Company record, this record will become an orphan, and will be difficult to find in CRM. This KBA outlines a method for a) Making the orphaned emails easier to find b) Linking them to...
  • Wiki Page: 605-16402 - Sage CRM Outlook plugin and synchronization of private appointments from Outlook.

    Summary: Using the Sage CRM Outlook plugin, private appointments are not synchronized since Sage CRM v7.0 SP1. If you set up a normal appointment in Sage CRM and synchronize it with the Sage CRM Outlook plugin, this appointment will be created in Outlook. If you updateset this appointment to private...
  • Wiki Page: 608-17172 - Sage CRM displays duplicate appointments after synchronizing with Microsoft Outlook

    Summary: 1-Create an appointment for 3 people in Microsoft Outlook (these 3 people must be Sage CRM users). 2-Synchronize Microsoft Outlook with Sage CRM. 3-Sage CRM will display all users against this appointment. More information: Looking at a list of appointments in Sage CRM, if you have rights to...
  • Wiki Page: 536-17176 - Old Swiftpage data not synced into CRM

    Summary: We have an issue with one of our clients not getting sync information from Swiftpage at all. We fixed the issue by modifying the file syncengine.properties in the tomcat/webapps/crmSPSyncEngine/web-inf/ folder. The CRM user password there needs to be updated. However, only the new campaigns...
  • Wiki Page: 536-17189 - Web services: Logon using soapUI sample request causes access violation

    Summary: When using soapUI 4.5.1 to generate sample requests to the CRM web services endpoint. After calling the Logon method, an access violation is returned from CRM in the response. Symptoms: The request used was as follows: <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap...
  • Wiki Page: 536-17192 - SQL 2008 Runtime Version for CRM

    Summary: Does Sage provide SQL 2008 Express Runtime version with CRM? Answer: No, we do not provide the SQL 2008 Express Runtime Edition. A link below showing comparisons of the different editions http://msdn.microsoft.com/en-us/library/cc645993(v=SQL.105).aspx There is a build specific to runtime called...
  • Wiki Page: 593-16538 - Unable to make JDBC connection to Oracle 11 DB

    Summary: On testing the connection with JaySQL No suitable driver found for jdbc.url=jdbc:log4jdbc:oracle:thin:@oracleserver:port:crmdatabase jdbc.driver=net.sf.log4jdbc.DriverSpy jdbc.url=jdbc:log4jdbc:oracle:thin:@oracleserver:port:crmdatabase jdbc.username=username jdbc.password=password jdbc.minpoolsize...