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  • Wiki Page: 536-17548 - user object not refreshed after running a component

    Summary: After installing a component the CurrentUser object is not refreshed so if a new field on the user object is created and populated with information by the component, that information won't be available by any client side script until the user logs off and logs back in again. For more information...
  • Wiki Page: 632-17572 - Newly created appointment is duplicated after a refresh

    Summary: After creating a new appointment in the context of a company, refresh the company communication page and the newly created appointment will be duplicated. Symptoms: If you create a new appoinment from the communication tab in a company and save this, it will be displayed on the company communication...
  • Wiki Page: 492-17580 - Classic Outlook integration: CRM tab missing

    Summary: An issue exists in Sage CRM 7.2f whereby the the Add-ins or CRM tab may be missing from a new email window in Outlook 2010. This issue only affects the Classic Outlook plugin. Symptoms: This issue was introduced in Sage CRM 7.2f. On updating the Classic Outlook plugin, the CRM tab may be missing...
  • Wiki Page: 632-17582 - Cannot Delete workflow state or rule by dragging to the dustbin

    Summary: When trying to delete a workflow state or rule by dragging them to the dustbin an error message is displayed: Symptoms: A user drags a workflow state or rule to the dustbin: The following error message is then dispalyed: Resolution / Workaround: The workaround for this issue is to click into...
  • Wiki Page: 632-17584 - Exchange integration re-sending invites

    Summary: A user creates an new appointment, for example: a meeting in CRM with external attendees. This meeting gets synced into Outlook via Exchange and invitations are sent to the attendees for this meeting. The user then sets this meeting to "completed" in CRM. Symptoms: The appointment...
  • Wiki Page: 632-17585 - Unable to edit the workflow in certain instances

    Summary: A user edits a Workflow in CRM, saves the changes and then activates the workflow. The user then clicks the main menu option: Symptoms: The user then clicks the Administration option on the same menu and the following is displayed: Cause: This page has remained locked for editing but this should...
  • Wiki Page: 636-17595 - Report run by gadget opens hyperlinks inside the gadget

    Summary: A hyperlink to a record in a report run from a gadget is loading the full CRM page with the record inside the gadget. Symptoms: This happens when auto hyperlinking is turned on in a report that is used as a chart gadget. Status: This case has fixed in Sage CRM 7.2h
  • Wiki Page: 636-17597 - CRM Child Finder exists without error

    Summary: If a user opens an search select advanced find screen within another search select advanced find screen, both will close. Symptoms: When the user tries to open a child find window from another child find window both windows disappears and the user is taken back to Main Find Screen. Status: This...
  • Wiki Page: 636-17601 - Using popup screen for editing line items in a quote or order does not work correctly

    Summary: Using popup screen for editing line items in a quote or order does not work correctly Symptoms: This happens when a user sets 'Line Item Screen Position' to 'Popup' in their preferences If they then go into an existing quote or order and click on the hyperlinks for the products...
  • Wiki Page: 632-17613 - Sage CRM 7.2 IPhone Theme display issue for Tasks

    Summary: A user goes to view a task on the iPhone which has the more than 20 characters in the details box of the task. For example: This is a task testing a case with a note with a phone number 0044-012-3456789 Symptoms: When the user logs onto the iPhone and goes to the Calender to view this task it...
  • Wiki Page: 536-17615 - Save button not working when adding documents

    Summary: There is an issue in Sage CRM 7.2d where the Save button when adding a Document to CRM in Internet Explorer is not responsive. Resolution: This issue has been fixed in Sage CRM 7.2f. Workaround: A workaround for Sage CRM 7.2d is to navigate to Administration -> Customisation -> Secondary...
  • Wiki Page: 536-17616 - Swiftpage Config Page drips password

    Summary: When installing patch 7.2F of CRM the value of the syncengine.crmpassword in the file tomcat/webapps/crmSPSyncengine/WEB-INF/syncengine.properties may be blanked out. It's important to check this value after installing the patch and to make sure it matches the password value on the Users...
  • Wiki Page: 492-17622 - 7.2 upgrade SSA fields no territory security

    Summary: Following an upgrade, Search Select Advanced fields may not have user security settings applied to them. On searching an SSA, all records matching the given criteria (regardless of security setting) will be returned. Symptoms: In this specific scenario, security settigns are still applied when...
  • Wiki Page: 536-17627 - Scroll bar missing in IE in custom entity summary screen

    Summary: When opening a custom ASP page, the page does not load fully and when the page is resized, the vertical scroll bar is missing. Resolution: In one particular instance there was a malfunctioning custom content script on the screen the customer was navigating to. This script was referencing a field...
  • Wiki Page: 492-17637 - Unable to start Tomcat service following upgrade

    Summary: After upgrading from Sage CRM 7.1 to 7.2, a SAXParseException may appear, indicating an error with the Java environment, Symptoms: Following the upgrade, it may be impossible to start the Tomcat service through the Windows services control panel. The following error will appear in the catalina...
  • Wiki Page: 636-17638 - Auto Logout does not work

    Summary: Auto Logout function is not working Symptoms: If Auto Logout is activated in the user configuration menu, when the user closes the browser and tries to log in again, they will see the following screen: They should be automatically logged out when they close the browser Status: This is working...
  • Wiki Page: 632-17643 - Document Drop and Add file issues with custom entities

    Summary: A user creates a custom entity using the Advanced Custimistion Wizard and makes sure it has the "library" feature. Symptoms: Create a new record under this newly created entity and navigate to the documents tab. Select the option to "Add file" but nothing happens and no file...
  • Wiki Page: 536-17656 - Sage CRM Exchange Integration Support presentation

    Summary: Sage CRM Exchange Integration Support presentation: Download: Exchange Integration Support presentation
  • Wiki Page: 536-17666 - Edit/Deleted recurring appointment in Chrome

    Summary: There is an issue when trying to edit or delete a recurring appointment in CRM 7.2F using Chrome. Symptoms: When editing a recurring appointment in Chrome if you click on the Save or Delete button nothing happens. In Firefox or Internet Explorer a modal dialog is displayed giving you options...
  • Wiki Page: 632-17699 - You get a SQL error when creating a Group because of Umlaut characters

    Summary: A user gets a SQL error when creating a group because of Umlaut charcters eg ä,ö.. Symptoms: A user creates a new "Intelligent Select" field and creates a New lookup for this field. These selections contain Umlauts eg äö. The user then adds this field as a search...
  • Wiki Page: 492-17701 - Reporting: Missing charts in PDF document

    Summary: An issue may occur on Sage CRM on-premise installs where charts do not display in reports output to PDF. The issue may only appear after upgrading the customer from a previous version of Sage CRM. More information: Adobe Flash needs to be installed on the server in order for chart images to...