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  • 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: 492-16667 - 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: 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...
  • Wiki Page: 492-16912 - Ability to select and change line number in Quotes and Order

    You can order the quote/order by product on screen but the mail merge shows the quote/order by order number. 1. Go to Administration -> Customisation -> Quotes and click on the tab at the top for Views 2. Select the "vMailMergeChildrenQuotes" view. 3. Click Change on the right hand side...
  • Wiki Page: 632-16986 - Preview Merged Template Always Shows Current User

    Summary: After sending a mass email and viewing the email preview while logged in as different user, the details of the current user appear on the email not the details of the user that created the original email. Symptoms: The email template that is used contains the #user_firstname# and #user_lastname#...
  • Wiki Page: 492-17004 - Error in mail merge - multiple key attributes fields in group search criteria

    Summary: Mail merges cannot be run for groups where more than one key attribute field has been added to the group search criteria. The same behaviour is seen for static or dynamic groups. Symptoms: An error message is displayed onscreen: Mail Merge failed. Please contact your System Administrator. The...
  • Wiki Page: 632-17013 - How to add a current date field to a mail merge template

    Summary: The following shows the user how to add a current date field to a mail merge template. The new field will be added into two different views so that it will show up for a group and an individual mail merge. For this example the current date field will be added to the Case entity, but can be added...
  • Wiki Page: 492-17022 - How to add a current date field to a mail merge template

    Summary: The following will show the user how to add a current date field to a mail merge template. The new field will be added in into two different views so that it will show up for a group and individual mail merge. For this example the current date field will be added to the Cases entity, but can...
  • Wiki Page: 492-16447 - Error 400 accessing the SDATA schema URL

    Summary: All requests to the SDATA schema URL using the hostname return an error 400 (Bad Request). Requests to localhost work correctly: • http://localhost/sdata/default.aspx?r=/sdata/test.html • http://localhost:[Tomcat Port]/[CRM Install Name]j/sagecrm/-/$schema • http://localhost/sdata...
  • Wiki Page: 492-17112 - Mail merge error with IIS autologin

    Summary: An issue with mail merges may arise when IIS autologin is enabled. Symptoms: The following error message is displayed in the Sage CRM logs: "User with a username xxxx not found in CRM" "User not logged" This issue is caused by Tomcat attempting to check for an active user...
  • Wiki Page: 605-16517 - How to insert specific fields into an E-mail Template?

    Summary: During the creation of e-mail templates in Sage CRM, some fields may not be available in the 'Choose Field to insert into the E-mail list ' drop down list. It depends on the value of the 'For entity :' field. Symptoms: How do you insert a field which is not available in the drop...
  • Wiki Page: 636-17295 - Chinese Locale Mail Merge Error Message

    Summary: Some issues arise with mail merge when the system locale on the computer is set to Chinese(Traditional, Hong Kong, S.A.R) Symptoms: This error appears on the screen when using a sample mail merge template: Also adding new fields to a new template will not w ork when trying to save the template...
  • Wiki Page: 536-17374 - Mail merge does not display all the fields

    Summary: Mail merge losing context when running a merge for custom entity Symptoms: You will notice that the context of the custom entity seems to be lost If you select your mail merge template the custom entity fields don't show up Status: This is by design. The workaround is that the user changes...
  • Wiki Page: 632-17429 - Opportunity Mail Merge not showing Opportunity ID

    Summary: A user creates a new email template for opportunities that includes the following merge fields: Description: #oppo_description# ID: #oppo_opportunityid# Symptoms: When this template is used on an opportunity the following results are displayed: Description: Training solution for 40 users ID...
  • Wiki Page: 636-17431 - Mail Merge Support Guide

    On Premise & Cloud Mail Merge Support Guide © Copyright 2013 Sage Technologies Limited, publisher of this work. All rights reserved. No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise duplicated on any medium without prior written consent...
  • Wiki Page: 636-17498 - Using and Troubleshooting the Mail Merge Feature - Document

    Summary: This document introduces the Mail Merge feature, how to work with it, the problems that may arise when using it and how to troubleshoot these problems. Download: Using The Mail Merge Feature
  • Wiki Page: 632-17645 - Mail Merge failing but other tomcat features are available

    Summary: Mail Merge was not working in CRM but the Interactive Dashboards were working as expected. Symptoms: When trying to perfom a Mail Merge it was failing even though other Tomcat features were working as expected, ie: the Interactive Dashboard. Cause: The cause of this issue was that a line in...
  • Wiki Page: 492-17740 - SQL error carrying out a mail merge from a Document tab

    Summary: An issue may arise whereby GlobalLibraryList and GlobalLibraryFilterBox are deleted from CRM through an error in customisation. This can result in a SQL error when carrying out a mail merge from the Documents tab fo the Company entity. The error returned will refer to Libr_HasAttachments, which...
  • Wiki Page: 636-17814 - HOW TO: Add an auto update date field to an HTML mail merge template

    Summary: Add an auto update date field to an HTML mail merge template More information: Please amend your mail merge view for the entity required e.g vMailMergeCompany Convert(varchar, GETDATE(),111) AS CurrentDateTime: Example output from implementing this statement: 2013/02/13 Depending on the date...
  • Wiki Page: 687-18010 - Blank lines in addresses for mail merged documents

    Summary: You may find when carrying out mail merges within CRM that you do not always have full address information for a person or company record and that blank lines are then added to the merged document due to the missing data. To ensure that when the merge process is completed that blank lines are...
  • Wiki Page: 492-18030 - Error 401 when doing mail merge

    Summary: The following error appears in the ewaresystem.log when doing a mail merge: 2012-09-19T14:24:55 [Proxy] Error received from http://localhost:10009/crmj/$service/mailMerge?&originalHostCRMRedirector=localhost: The remote server returned an error: (401) Unauthorized. 2012-09-19T14:24:55 [Proxy...