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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: 536-16833 - Account Field Context is not automatically set

    Summary: A loss of context issue may occur when creating a Task from a Case linked to an Account record. The issue occurs when the user navigates to the case via the Recent List, then creates the case. Symptoms: After creating the task, the Company and Person fields are correctly set with the context...
  • 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: 492-16846 - Mail Merge failed. Error is 'Failed to create JVM Instance'

    Summary: On a recently reinstalled copy of Sage CRM, the exporting of reports to PDF and Mail Merge features were not working. On attempting a mail merge, the following error message was displayed: failed to create JVM Instance Resolution 1) First, the Java CLASSPATH was set: Windows XP Select Start...
  • 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: 608-16580 - Cannot select existing Microsoft SQL Server instance during installation

    Summary: When installing SageCRM, the option "Existing Microsoft SQL Server" may not be available. This solution discusses how to install Microsoft (MS)SQL client tools on the application server in order to connect to a separate database server. You can install MS SQL Client Tools from the...
  • 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: 608-16535 - Contacts will not sync from CRM to Outlook

    Summary: When using the Outlook plugin, tasks and appointments will sync between CRM and Outlook. However, an issue may occur whereby contacts will not sync to Outlook after adding them to CRM, unless a Sync Info Reset is performed in the Outlook plugin. Resolution: This may be happening if the Timezone...
  • Wiki Page: 492-16799 - Error connecting to database when a language is specified in db.properties

    Summary: An incorrect parameter in your database connection string may prevent the CRMJ webapp from connecting to the database. The error given refers to an error connecting to the database - you may also get an error referring to CloneReportController. The error has only been observed where the SQL...
  • Wiki Page: 492-16787 - RecordAnchor tag in v7.2 redirects to Communications list

    Summary: Following an external RecordAnchor link to a specific record in CRM causes you to arrive at the Communications tab. Symptoms: The issue can be reproduced by creating a new email template using the #recordanchor# tag. For argument's sake, we'll use the Company entity. The mail body will...
  • Wiki Page: 492-16766 - Synchronising an appointment: OrganizerNotOnAttendeeList

    Summary: Version: 7.2a Area: Exchange Integration Steps to Reproduce: 1. Install a v7.0 copy of CRM. Set up your users' email addresses. 2. Upgrade to v7.2. Set up the Exchange integration. 3. Create a new appointment in CRM. Your user should be the organizer. 4. Synch with Exchange. Expected result...
  • 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: 492-16659 - Exchange integration: Why use an impersonated user?

    Summary: A customer had a query regarding the Exchange integration: What is the purpose of using an impersonated user? Would it not be better from a security perspective to have the CRM Exchange integration log in as each individual user when accessing mailboxes, rather than have a single user with the...
  • Wiki Page: 492-16639 - Exchange: ErrorNameResolutionNoResults on secondary SMTP addresses

    Version: 7.2a Language: English Area: Exchange Integration Steps to Reproduce: 1. Set up an Exchange impersonated user for an Exchange integration. Make sure that the Exchange impersonated user's primary SMTP address does not match username@domain , e.g. make it username@someotherdomain.com . 2....
  • Wiki Page: 492-16626 - Script error when opening custom url in a new window

    Summary: Opening a custom URL in a new window may result in a script error in v7.2. Symptoms: A custom URL can be added to the main Find menu by nanvigating to Administration -> Advanced Customisation -> System Menus ,and selecting the Find menu option. In order to have the URL open a website in...
  • 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: 492-16855 - Exchange integration: Unknown Host Exception: server

    Summary: An error may appear when setting up the Exchange integration - CRM cannot connect to the synch engine. Symptoms: The following error is displayed in the exchangesynch.log: ERROR: 06-Jun-2013 11:56:27.525 url: http://SERVER2/sdata/crmj/crmExchange/-/tasks/$syncSource?trackingId=ef22cb8e-0c27...
  • Wiki Page: 492-16527 - Exchange synch error 500: ConcurrentModificationException

    Summary: An exception may be raised when synchronising tasks. This error will prevent subsequent tasks from being synched in affected mailboxes. Symptoms: crm.log: ERROR [http-apr-11009-exec-9]: 18-Jun-2013 11:52:26.117 Due to processing errors UUID = 5d7d1e5f-1207-49be-b59b-6aedef127cdd will be removed...
  • Wiki Page: 492-16513 - Email manager - duplicates using eMail.Recipients.AddAddress and MAPI

    Summary: An issue may be observed when using the eMail.Recipients.AddAddress(string) function in Email Manager scripts when MAPI is being used as the connection method to the mail server. Symptoms: On customising an Email Manager script, additional recipient addresses can be added to an outbound email...
  • 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...