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  • Wiki Page: 632-17651 - Disable swiftpage to enable mailchimp

    Summary: A user has a Swiftpage E-marketing account setup but instead now wants to use Mail Chimp e-mail marketing solution. Symptoms: When the user tries to set up the their Mail Chimp account the following error message is shown: Resolution / Workaround: There is a workaround for this issue: 1. In...
  • Wiki Page: 632-17665 - Profile Menu Button Missing in Sage CRM 7.3

    Summary: A user computer is set up to view Sage CRM 7.3 in compatibility mode in Internet Explorer 11. Symptoms: The user trys to navigate to the Administration screens or their user prefences by selecting the button in the top right hand corner of the screen. They are unable to do so as this button...
  • Wiki Page: 632-17670 - Save on Web Quotes and Orders does not respond

    Summary: On a Sage CRM 7.3 system integrated with Sage 200, a user can not add a new line item to a Web Quote or Order. Symptoms: When a user tries to add a new line item to a new quote / order the "Save" button in the new line item box does nothing. Status: This issue has been resolved in...
  • Wiki Page: 632-17672 - Sage theme cosmetic issue in 7.3

    Summary: Under user preferences an admin user changes their Preferred Theme from the "Contemporary" theme to the "Sage" theme. Symptoms: When the admin users logs back into CRM using the "Sage" theme and navigates to the administartion area of CRM the page layout is incorrect...
  • Wiki Page: 632-17673 - Mail Chimp - Error when Creating Campaign

    Summary: When creating a new Mailchimp campaign the following error message is displayed: Symptoms: The Mailchimp campaign was created with the following details: Cause: The cause of this issue was that the "From name" was an email address but it should have been just a name. This can be seen...
  • Wiki Page: 632-17682 - Selling unit shows ID not name in Line items in Quote/Order

    Summary: On a new install of Sage CRM 7.3 integrated with Sage 200 2015 the "Selling Unit" is not displayed correclty after adding a new line item to a quote or order. Symptoms: After adding a new line item to a quote or order the "Selling Unit" is displayed with its ID instead of...
  • Wiki Page: 632-17684 - CRM iPhone app is not updating an integrated install of CRM correctly

    Summary: You cannot create an opportunity for a Company/Person on an integrated install of Sage CRM 7.3GA that has been added to CRM via the iPhone App. Symptoms: A user selects "Adds to CRM" option on a Phone contact on the Sage CRM iPhone App. A user then logs into Sage CRM via a browser...
  • Wiki Page: 636-17688 - Howto: Change the SMTP password field to nvarchar(150) so that it can hold longer passwords.

    Summary: How to set SMTP password field length to 150 characters to hold longer passwords. Symptoms: This is for installs where a SMTP password with more than 50 characters needs to be used. Resolution: The following is the steps to make this change: 1. Run this script on the database in question to...
  • Wiki Page: 492-17714 - Resizing IE may cause page resubmission

    Summary: Submitting a page when zoomed in greater than 100% may result in the data being sent twice. This can result in duplicate entries being created in Sage CRM. Symptoms: Any action where data is submitted may be affected; the example raised with the case was where new quotes are being created. This...
  • Wiki Page: 492-17716 - Web to Lead: Values for some fields cannot be assigned

    Summary: An issue may be encountered where certain fields on a web to lead form are always set to the same value on submission of a lead. Symptoms: Default values for Lead_Stage, Lead_Status and Lead_Priority are always set on new leads created via a web to lead form. This occurs regardless of whether...
  • Wiki Page: 632-17769 - Campaign in Communication carried over from previous task

    Summary: When creating a new task under a company the wave activity field is holding its context from the last task created. Symptoms: When creating a new task a user selects the option to "Show Campaigns" and a user then links a wave activity to this task. When a user goes to create a new...
  • Wiki Page: 632-17775 - Failed to import bean definition when accessing Interactive Dashboard

    Summary: After upgrading Sage CRM 7.2 to version 7.3 that is integrated with Sage 200 there is an issue with the Interactive Dashboard. Symptoms: The following error message is displayed: Resolution: To upgrade to Sage CRM 7.3a. Status: This issue is not reproducible in Sage CRM 7.3a. More information...
  • Wiki Page: 636-17820 - Regarding field is empty in communications for custom entities

    Summary: Regarding field not pulling information on the custom entity record automatically when creating a communication for custom entity. Symptoms: The uncustomised regarding field only works correctly on primary entities. You must press the magnifying glass and search for custom entity record. Status...
  • Wiki Page: 632-17831 - Company Name with double quotes not displaying correctly

    Summary: Login via an iPad using the mobile theme and search for a company with double quotes in its name eg "A Test" The company name will not be displayed correctly on the search list. Symptoms: The company name will be dispalyed like this: Resolution / workaround: A workaround at the moment...
  • Wiki Page: 632-17833 - Administration button not appearing in Sage CRM 7.3

    Summary: In the new contemporary theme for Sage CRM 7.3 the administration button is not displayed in the top right hand corner of the screen. Cause: The cause of this issue is that a report had an Apostrophe ( ' ) in its name for example: Manager's Report. Resolution / Workaround: There is a...
  • Wiki Page: 632-17834 - LicenseKeyUpdate.exe not updating license key

    Summary: There is an error when updating the license key when using LicenseKeyUpdate.exe. Symptoms: The following error message is displayed: Resolution / Workaround: A possible workaround is to update the license key manually in the database and registry. The license key can be found in the database...
  • Wiki Page: 687-17844 - OptOut Flag Mailchimp not set

    Summary: If a CRM contact unsubscribes to your MailChimp campaign via the unsubscribe link the pers_optout field will not be updated to reflect that they have opted out of e-marketing campaigns. The information concerning their unsubscribing from MailChimp will however still be correctly stored in the...
  • Wiki Page: 492-17871 - Unexpected event after adding field on secondary entity

    Summary: An issue may arise when a custom field is added to a Progress entity, and that same field is added to a summary screen in Sage CRM. Fields added to Progress tables need to also be added ("mirrored") to the parent entity. Symptoms: Consider the following example: An administrator adds...
  • Wiki Page: 492-17873 - When was the LinkedIn integration released?

    Summary: Sage CRM has an in-build integration for LinkedIn. It was introduced in Sage CRM 7.1. Linking between Person list gadgets and LinkedIn profiles is present in all supported versions (at time of writing 7.1, 7.2 and 7.3).
  • Wiki Page: 492-17874 - Case_OpenedBy metadata may prevent field from operating as expected on-screen

    Summary: A metadata issue exists within the Case_OpenedBy field in a standard Sage CRM install. This issue can be resolved via a SQL script. Symptoms: When Case_OpenedBy is added to a screen (such as CaseDetailBox), it may not be displayed correctly. The field will display, but some components (such...
  • Wiki Page: 492-17877 - Webapp connection failure when using Latin1_General_Bin collation

    Summary: After installing a copy of Sage CRM onto an instance of Microsoft SQL Server using the Latin1_General_Bin collation, you may find that the CRM webapps cannot connect to the database. This is due to Latin1_General_Bin being a case-sensitive collation, and a setting in the db.properties being...
  • Wiki Page: 492-17883 - Could not load aspnet_isapi.dll

    Summary: A HTTP 500 error amy be displayed when navigating to the Sage CRM login screen after installing on Windows Small Business Server 2011. This issue is caused by ASP.NET ISAPI extensions installed on the default website. Symptoms: On navigating to the CRM login page, the following error message...
  • Wiki Page: 492-17885 - User Access Logging database performance issues

    Summary: Errors being logged by the User Access Logging (UAL) feature in Windows Server 2012 may result in poor database server performance. Symptoms: Users may report poor database performance when interacting with Sage CRM. This may take the form of timeouts, or actions taking longer than expected...
  • Wiki Page: 492-17910 - INFO: Actions that trigger metadata refreshes in Sage CRM

    Summary: A customer may query which system actions in Sage CRM cause the system metadata to be updated. This is not an exhaustive list, but covers the majority of actiosn that can trigger refreshes. More information: A metadata refresh is carried out when the following system actions are carried out...
  • Wiki Page: 632-17916 - Date Fields are blank on Tablet

    Summary: Create a new "date only" field in opportunity and add it to the Mobile Opportunity screen. Now log into CRM via a tablet and create a new opportunity and put a date into the newly created "date only field" and save. Symptoms: After saving the new opportunity the new "date...