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  • Wiki Page: 636-17219 - Only one of 2 different people with the same email address will get mail if it is sent to that address

    Summary: If two people in a list have the same email address and mail is sent to the list, only one person of those two will get mail. Symptoms: If mail is being sent to a list of people and two of these people have the same email address, the mail will only send once per email (duplication stops it...
  • Wiki Page: 636-17230 - Record Anchor not working when used in a new email workflow action

    Summary: Record Anchor not working when used in a new e-mail workflow action. Symptoms: When a record anchor like this: #recordanchor# Click Here #recordanchorend# is used in a new e-mail action in a workflow rule, the result is this text: Click Here (you need an html mail client to use this feature...
  • Wiki Page: 632-17237 - Error editing uploaded documents for Custom Entities

    Summary: If the user tries to edit a document that has been uploaded to a custom entity (Created via the custom entity component), an error is shown when trying to save the changes to the document. Symptoms: The following error is shown: Status: This issue has been resolved in patch 7.2f which was released...
  • Wiki Page: 536-17247 - Exchange Lite Plugin EDOMParseError

    Summary: When filing an email using the outlook plugin with IE11 installed you may receive an error message on screen: "An unexpected event has occurred: EDOMParseError: Multiple colons are not allowed in a name" Workaround: This workaround only applies to Sage CRM 7.2. Compatibility View for...
  • Wiki Page: 632-17253 - Editing Company List: Error message - the object name already exists

    Summary: When a user tries to edit the "Company List" by changing the "Table or view to select fields from:" field from "vSearchListCompany" to a different view eg. "vEntityCompany", an error meassage is displayed. Symptoms: The following error message is displayed...
  • Wiki Page: 632-17254 - Problems are occurring when filing emails using Chinese system locale

    Summary: Problems are occurring when filing emails using Chinese system locale Symptoms: When filing an email using the Classic Outlook Plug-in with System Locale set to Chinese (Traditional, Hong Kong S.A.R.) the Chinese characters are displayed incorrectly in the email. Status: This issue has been...
  • Wiki Page: 632-17257 - User on Sales lite iPhone App is able to access contacts they shouldn't have access to

    Summary: Create a user in CRM with a particular territory (Europe). Now create a person belonging to a different territory (US) and assign the person to a different account manager. Log into iPhone App with the user created in the "Europe" territory and sync with CRM. After the sync the user...
  • Wiki Page: 492-17266 - Exchange integration: No value supplied for SQL parameter

    Summary: On enabling the Exchange integration, an error relating to SQL parameters may appear in the logs. Symptoms: The logs appear to indicate that the colon character (:) is being interpreted as a placeholder for a SQL parameter. Thus a time (e.g. 12:30pm) can be interpreted as a parameter value of...
  • Wiki Page: 636-17267 - Security Issue when attaching documents to opportunities

    Summary: Users with no permission to opportunities can see the documents attached to the opportunities Symptoms: This happens when a user has no permission to view opportunities If an one of these opportunities has any documents they can be seen by the user as long as they have access to the documents...
  • Wiki Page: 636-17268 - Report prints HTML code in the communication: email text field

    Summary: HTML code can be seen in the communication: email text column in a report. Symptoms: If the 'Communication: email text' field is used in the report contents of a report, the text is in HTML format, and not in just plain text. Workaround: Copy the text from the column, paste it into notepad...
  • Wiki Page: 632-17273 - iPhone App: unable to upload data based on team

    Summary: Create an Opportunity and assign it to a team. Now log into the iPhone with a user from this team and sync the iPhone using the sync settings "MyTeam Opportunities". Symptoms: The opportunity is not synced to the iPhone App. Cause: It appears the the sync option "My Team Opportunities"...
  • Wiki Page: 492-17279 - Sage CRM data model

    Summary: A customer or development partner may wish to download the Sage CRM data model. More information: The data model are avilable in either PDF, JPG or SMS format from the Sage CRM Community site. The SMS files can be opened using Open ModelSphere . v7.3 data model: https://community.sagecrm.com...
  • Wiki Page: 536-17280 - Exchange integration unable to access Exchange Web Services

    Summary: A customer encountered an error when setting up a new Exchange integration with Sage CRM. On saving the integration details, the setup failed at the step: "The Sync Engine is checking to see if the Exchange Web Service is available." The following error was logged in the ewaresystem...
  • Wiki Page: 632-17281 - Components & dashboards - Missing custom_captions

    Summary: A user creates a new component to record customisations and then creates a new Interactive Dashboard. The user previews the script under the component manager but the entries into custom_captions are not written to the component. Symptoms: The script will show something like: var iLpLayId_8020...
  • Wiki Page: 636-17293 - Exchange plugin not filing attached documents correctly

    Summary: Emails filed through exchange plugin not putting attached documents into documents library Symptoms: If an email with two recipients and an attachement is filed accross to CRM, the destination the second email is filed to will not insert the document into the document tab. The first email will...
  • Wiki Page: 636-17295 - Chinese Locale Mail Merge Error Message

    Summary: Some issues arise with mail merge when the system locale on the computer is set to Chinese(Traditional, Hong Kong, S.A.R) Symptoms: This error appears on the screen when using a sample mail merge template: Also adding new fields to a new template will not w ork when trying to save the template...
  • Wiki Page: 636-17298 - Currency not set message on a marketing currency field

    Summary: When a new currency field is added to the secondary entity "marketing", its default display text is 'Currency not set' Symptoms: This happens when the field is added into the Company Marketing box, and it is not included on any previous entry screen. Status: This issue is fixed...
  • Wiki Page: 536-17314 - .NET API: Writing binary data to a CRM webpage

    Summary: A customer had a requirement to use the .NET API to write binary data to the outputstream. Their exact requirment was to use the .NET API to create a PDF file on the server, then embed the file in a CRM screen. the following shows a method for creating a PDF file in CRM's library, then embedding...
  • Wiki Page: 536-17315 - Exchange integration fails when Contact sync is enabled

    Summary: An issue may arise on a customer's Sage CRM install whereby enabling the Exchange synchronisation for Contact records results in errors. On failing, a HTTP 500 error in logged in the exchangeConfiguration log. ERROR [http-apr-11009-exec-1]: 28-Apr-2014 15:57:27.222 url: http://CRM-SERVER...
  • Wiki Page: 636-17316 - HowTo: Alter column widths for date/time fields in list menus

    Summary: Date/time field column widths are automatically resized in list screens More information: This is by design, but a workaround has been created if users would like all of the column headers to be resized equally. This workaround is as follows: There is a width on the date columns that can be...
  • Wiki Page: 660-17323 - 'Person' category missing in gadget

    Summary: When choosing to create a new gadget, the 'Person' category is missing from the list of options. Cause: This can be caused by 'Use Individuals' being set to 'No' in System Behaviour. Resolution / Workaround: A workaround is as follows: Log into CRM as an Administrator...
  • Wiki Page: 536-17324 - Problem saving location on maps component

    Summary: On one of our on-premise installs we had this behaviour with maps component. We can change the map location but it saves an address which is tens of kilometres on the south west of the address saved. Solution: When I view the HTML source of the maps page, I can see the script below. As you can...
  • Wiki Page: 492-17332 - Dll file not found error although dll file exists.

    Summary: Compiling a DLL created using the .NET API as a 64-bit Dll may result in it not being found by Sage CRM. Symptoms: On calling the DLL, the following error message may be displayed: File not found: C:\Program Files (x86)\Sage\CRM\CRM\CustomDotNet\CustomDotNet.dll An error has occurred in a CRM...
  • Wiki Page: 536-17333 - How To: Debug .Net dlls with Visual Studio

    Summary: If you're using Visual Studio to write custom .Net dlls using the .Net api for CRM and you need to debug your code by setting breakpoints you can follow the instructions here to attach your debugger to the IIS process: https://community.sagecrm.com/developerhelp/Default_Left.htm#CSHID=Developer...
  • Wiki Page: 492-17335 - Windows 8 Sales Tracker and Sage 300 integration

    Summary: The Windows 8 Sales Tracker may be unable to synchronise with a copy of Sage CRM integrated with Sage 300 ERP. Symptoms: The synchronisation process may fail at 29% on the initial synch. The Sales Tracker will display the following error message in the interface: Sage CRM Sales Tracker - An...