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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: 536-16823 - 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: 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: 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: 492-16659 - 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: 492-16639 - 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: 492-16513 - 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: 492-16512 - CheckForandSendFile errors preventing users from logging on

    Summary: Issues with TGlobalLibraryFileList can cause an access violation when users attempt to log on. Existing user sessions are unaffected. Symptoms: Calls to ChecForandSendFile in TGolablLibraryFileList result in an exception being thrown. The following is from the ewaresystem.log: Aug 30 2012 10...
  • Wiki Page: 492-16511 - Loss of focus on CTI hangup

    Summary: Hanging up an inbound call when using CTI will cause the CTI frame to retain the active window. Steps to Reproduce: 1. Install CTI, and set up a user as a CTI user. Set the default CTI screen to Company. 2. Logon as a standard user, using the demonstration or test database 3. Simulate an incomming...
  • 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...
  • Wiki Page: 492-16862 - Error: ErrorCorruptData when running Exchange synch

    Summary: Corrupt items in an Exchange mailbox may cause errors when running a synch. Symptoms: Exchangesyncengine.log: 2013-06-07/14:15:54.733/EDT [Sync Source APPOINTMENT Queue Thread] ERROR com.sage.scrm.syncengine.exchange.ews.service.SageExchangeService.getItems com.sage.scrm.syncengine.exchange...
  • Wiki Page: 492-16857 - Exchange integration - object not initialised / string index out of bounds error

    Summary: Errors in the CRM metadata my lead to a StringIndexOutOfBoundsException when the CRMJ webapp attempts to load the metadata. Subsequent requests to use the metadata object in Java (e.g., using the Exchange integration, or viewing the SDATA schema URL) will result in a SageObjectNotInitializedException...
  • Wiki Page: 605-16736 - SqlError when making a search with extended character in Sage CRM Reports

    Summary: Modify a Communication Report to make a search on the character "ñ". Symptoms: The report should display communications with character "ñ". But the following is shown: SQl Error message - an error occurs during process. Resolution: This issue is resolved in...
  • Wiki Page: 492-16866 - Setting screen focus at the top of a list

    Summary: When using a low screen resolution (800x600) and a gridsize higher than 10 (i.e. 25), the focus for UserContactList (MyCRM -> Contacts) will scroll down to the last row of the grid. Symptoms: The customer wanted the focus set to the top of the grid. Work around / Resolution: There’s...
  • Wiki Page: 536-16726 - Sage CRM Component Manager - new Phone types

    Summary: Adding a new phone type (e.g. a new "Mobile" type) using a Component Manager script will result in redundant columns being added to the Phone table in Sage CRM. Symptoms: The issue can be reproduced by following the below steps: 1. Create a new Component, in the Component Manager,...
  • Wiki Page: 632-16878 - In Mail Merge no data is merged and the template is displayed

    Summary: After a Mail Merge is done no data is merged and only the template is shown. The expected result from the Mail merge is: The actual result after the Mail merge: Only the template is displayed, no data is actually merged into the word document. Workaround / Resolution: Replace the SCRM file in...