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  • Wiki Page: 632-16958 - iPhone not synchronising

    Summary: No Contacts or Opportunities are being synchronised to the iPhone. Symptoms: Contacts and Opportunities not synchronising to iPhone when using the assigned / team synchronisation setting. More info: This is a known bug. This happens when the Sage CRM app settings on the iPhone are set to synchronise...
  • Wiki Page: 632-16959 - Appointments or tasks not synchronising to iPhone

    Summary: Calendar appointments / tasks not synchronising to the iPhone Symptoms: No appointments / tasks can be synchronised from the calendar in CRM to the iPhone. More info: This issue is currently with development and will be fixed in a future version of Sage CRM.
  • Wiki Page: 632-17050 - Deleting items in CRM doesn't remove them in Sales Lite App

    Summary: Create a Note for a person in CRM then synchronise CRM with the Sales Lite App. The Note synchronises across with the person record to the iPhone. Delete the note in CRM and sync the iPhone again. The Note remains on the iPhone even though it is deleted in CRM. This also seems to be affecting...
  • Wiki Page: 632-17057 - User having rights to Cases should not affect Sales Lite App syncing

    Summary: A user with no rights to Cases logs in to CRM via the iPhone Sale Lite App. They then try to synchronise with CRM but the following error message is displayed: "An error has occured while connecting to Sage CRM. Please contact your system administrator." Cases are downloaded in a seperate...
  • Wiki Page: 636-17060 - Sales Tracker/Sale Lite Able to see restricted opportunities

    Summary: Company team restrictions do not carry over onto sales lite app Symptoms: An admin user that has 'Must be on company team' restrictions can still view all oppos for any companies not assigned to them on the sales app. Resolution: This has been Fixed in Sage CRM version 7.2e hotfix 3...
  • Wiki Page: 636-17064 - User security is bypassed on mobile when using custom security policy

    Summary: User security is bypassed on mobile when using custom security policy Symptoms: This occurs when a custom security policy is given to a user with full control over their home territory and view only access over some other territory The policy works fine on desktop but when the user logs into...
  • Wiki Page: 632-17117 - iPhone Dashboard button navigating to the home page

    Summary: Login to CRM with an iPhone, navigate to MyCRM and select dashboard button. The dashboard button takes the user back to home page but it should take them to the dashboard page. Status: This issue has been escalated to development and is scheduled to be resolved in version 7.2d which is due for...
  • Wiki Page: 632-17118 - Reports not working with Ipad on Cloud

    Summary: When trying to run a report on an iPad nothing happens. Resolution: The issue may be caused by an older, cached version of the reports screen being displayed by the device. Clear the cookies, cache and make sure pop-ups are allowed on the iPad and try again.
  • Wiki Page: 636-17201 - Making any changes to the Person Grid list will break the hyperlinks in the find person results on mobile screens

    Summary: Making any changes to any of the Grid lists used in the mobile or tablet view will break the hyperlinks in the find entity results on mobile screens Symptoms: The symptoms only occur when the user tries to log in through a device that uses the android or iPhone screens. The links to phone numbers...
  • Wiki Page: 632-17206 - Using Mobile user can see more screens that they have access to.

    Summary: A user logs into the CRM Desktop version and selects a company but this user has no rights to view the Communications or Opportunities. The same user then logs into CRM via the iPhone or Android and selects the same company and the user can now see the communications and opportunities for this...
  • Wiki Page: 632-17235 - Mobile user would like the option to create a communication with a personcompany linked to it

    Summary: When using CRM through mobile, the user would like the option to create a communication with a person / company linked to it. This is possible by doing the following: 1. Navigate to Administration -> Customisation -> Communication 2. Select “iPhone” from the “devices”...
  • Wiki Page: 636-17329 - How To: Add a scrollbar to ipad communication screen for viewing emails

    Summary: This is a fix for a bug where if someone is using a tablet and there is a long email on a communication, they cannot scroll down. Symptoms: If the email is long, the screen will not scroll and the bottom of the email will be cut off, as well as the communications options box. Workaround: Follow...
  • Wiki Page: 660-17406 - Main Menus not working with Android

    Summary: When logging in to Sage CRM on an Android device, the main menus on the first screen do not work. Cause: The "Based on Device:" field for Tablet in the Devices section of Advanced Customisation is not set correctly to iPhone. The Android and Tablet screens (UI) are based off the iPhone...
  • Wiki Page: 632-17475 - Multi-Select Field on Tablet only selecting one selection

    Summary: When using a newly created Multi-Select field on Tablet (iPad / Android) only one selection option can be selected at a time. Symptoms: The multi-select field is working like a single select field on a tablet device. Resolution / Workaround: The workaround for this issue is to use the Desktop...
  • Wiki Page: 632-17555 - Issue with Mobile Access with a Blackberry device

    Summary: A user can access CRM form a blackberry device even when Mobile access has been restricted in the user settings for that user. Symptoms: A user can log into CRM via a blackberry device even though the "Mobile Device Access" option has been set to "False" under Administration...
  • Wiki Page: 632-17613 - Sage CRM 7.2 IPhone Theme display issue for Tasks

    Summary: A user goes to view a task on the iPhone which has the more than 20 characters in the details box of the task. For example: This is a task testing a case with a note with a phone number 0044-012-3456789 Symptoms: When the user logs onto the iPhone and goes to the Calender to view this task it...
  • Wiki Page: 632-17668 - Cannot create new company, person etc. on tablet device

    Summary: A user can not create a new company, person etc. on a tablet. Symptoms: This was occuring when a user's "Home Territory " was set to anything other than Worldwide. Resolution / Workaround: A workaound is to use the desktop theme for a tablet. This can be set in My CRM -> Preferences...
  • Wiki Page: 492-17674 - iOS 8 support

    Summary: What versions of the Sage CRM mobile theme are compatible with iOS 8? More information: iOS 8 is supported in 7.2g, 7.3 GA and 2015 R1. References: The most up-to-date information on what is currently supported is available the the Sage CRM Support matrix, available here: https://community.sagecrm...
  • 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: 492-17721 - Sage CRM iPhone component: Errors creating views

    Summary: Errors may occur when setting up new views to be used by the Sage CRM iPhone app. These errors will prevent users from synching their iPhones with Sage CRM, since data cannot be retrieved from the system. Symptoms: On running the component to install the app, you may encounter errors relating...
  • 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: 632-17916 - 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...
  • Wiki Page: 632-17982 - Classic Dashboards in Sage CRM 7.3

    Summary: A user logs into a new Sage CRM 7.3 install and can not see the option to switch to the classic dashboard. Resolution: This is "By Design". The classic Dashboards have been deprecated in Sage CRM 7.3. A system upgraded from Sage CRM 7.2 would still have them but for a new install they...
  • Wiki Page: 695-17991 - iPhone App getting closed on iOS 9

    Summary: After upgrading an iPhone to iOS 9 the Sage CRM App crashs. Symptoms: After a User logs into CRM via the iPhone App and uses the top navigation menu the App crashs Status: This issue has been resolved in Sage CRM iPhone App version 2.0.5 which was released on the 12th November 2015. https:/...
  • Wiki Page: 632-18013 - Accessing CRM via Blackberry

    Summary: When "Mobile Device Access" ( Administration -> Users -> Users -> <User> ) is set to False blackberry device users are still able to log into CRM. Resolution: The first step is to identify the exact user string that the blackberry is using eg: Mozilla/5.0 (BlackBerry;...