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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: 636-16818 - How to: Adding new fields to a nofication

    Summary: This article shows you how to modify code in a translation so that more details are shown in the notification bar, including person and company names. If you want more details in the notifications please follow the customisation steps below. Please read the disclaimer at the bottom before applying...
  • 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: 636-16827 - HOWTO: Find companies with duplicate entries

    Summary: This is a general description as to how to identify the source of duplicate companies returned when doing a Company search. NOTE - Although this will help identify the possible causes of duplication, this will not cover all the reasons for it and you may still have duplicate entries even if...
  • Wiki Page: 636-16832 - How to: Replace 0 values with empty spaces in reports exported to Excel

    Summary: When exporting a report to Excel or CSV, zero values for numeric fields will be represented as the number 0 (screenshot below). A customer had a requirement to that these fields not be populated when the valuie was zero. Steps to Follow: 1. Exporting The Report 1.1 Go the the required report...
  • 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: 608-16540 - Howto: Add a searchable custom field in SageCRM

    Summary: While Sage CRM has a large number of useful fields against Companies, People, etc, what's available may not exactly suit your needs. This article describes how you can add your own custom, searchable field to Sage CRM. More information: Creating a custom field for the company entity To add...
  • 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: 593-16500 - Multiple Tasks

    Summary: An issue may arise where users may see duplicate tasks assigned. These duplicates are visible in the Calendar; they are not visible when the calendar is set to List View. In the list views, the duplicates do not appear, however the company names are missing from the task. Cause: The issue was...
  • 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: 492-16649 - Unable to use a multiplication symbol in SQL statement

    Summary: Using the multiplication operator (*) with SeletSql() causes an error. Steps to Reproduce: 1. Add the attached custom APS page (TESTmulti.asp) to a menu (e.g. the User menu). 2. Run it. It should display a list of quotes created by the current user. Expected result: The quotes displayed should...
  • Wiki Page: 492-16647 - Error creating bean with name 'sdataServiceMetaDataStore'

    Summary: Following an upgrade to v7.1 SP1, an error displayed on interactive dashboard: The Dashboard has experienced a problem. Please contact your system administrator. Browsing to the SDATA schema URL will result in a 404 error page being returned from the Tomcat web server. The following error appears...
  • 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...