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  • 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: 636-16827 - 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: 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: 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: 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: 492-16527 - 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: 492-16507 - 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: 492-16546 - Exchange appointment in CRM cannot be modified

    Summary: A customer cannot modify their Exchange appointments in CRM, so their list of Pending appointments keeps growing. Steps to reproduce: 1. Using an Outlook user not synched with CRM, create an appointment, and invite a CRM Exchange integration user. 2. As the CRM Exchange integration user, log...
  • Wiki Page: 492-16858 - Exchange Integration on Oracle - unable to execute eware_get_identity_ID

    Summary: The CRMJ webapp was unable to execute eware_get_identity_ID. Symptoms: The following error was logged: ERROR: 28-Apr-2013 23:55:16.106 com.sage.scrm.model.error.SageSynchronizationException: com.sage.scrm.model.error.SageDataAccessException: Data access failure. Sync Activity Exchange to CRM...
  • 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: 492-15895 - How to: Using SSL between CRM and SQL Server

    Summary: A customer may have a requirement to use SSL to encrypt the connection between CRM and SQL Server. It's possible to set up SQL Server to use SSL encryption as per the document below: http://technet.microsoft.com/en-us/library/ms189067.aspx More info: The eWare DLL should just work once this...
  • Wiki Page: 536-16782 - Default behaviour of the Email Manager JavaScript files

    Summary: A number of support cases have been raised regarding the expected functionality that is in the default Email Manager scripts. The article will seek to clarify what functions are available in each script, and when they should be used. More information: Two default scripts are available for the...
  • Wiki Page: 536-16734 - 7.2 ASP page issues (multiple menus)

    Summary: A number of issues have been identified with relation to ASP pages since the frameset removal. Most of these problems stem from the fact that the ASP page is now rendering in an IFrame instead of the old EWARE_MID frame. An action 6030 was created for linking to ASP pages which caused a render...
  • Wiki Page: 536-16725 - Emarketing: Missing field name in recipient data

    Summary: An error will occur when using a group that has Key attribute data to send an email blast with swiftpage. E-mail blast creation failed. missing field name in recipient data Solution: Product Management have stated that including Key Attribute data in Swiftpage emails is not supported. From v7...
  • Wiki Page: 492-16618 - Exchange Online - The account does not have permission to impersonate the requested user

    Summary: An error can occur when setting up an Exchange integration against an Exchange 365 instance. The following error will be logged to the ewaresystem.log: Aug 6 2013 11:22:55.325 904 3740 5 ERROR: checkExchangeUserEmail CODE: 0 URL : http://CRMSERVER/sdata/crmExchangeSyncEngine/crmExchange/-/$service...
  • Wiki Page: 492-16873 - How to: Monitor Exchange synch status using an escalation rule

    Summary: Users may be unaware that the Exchange integration has failed. This is dependent on the cause of the error - depending on the cause, the integration may stay on a status of "In Progress", and never progress. An escalation rule can be used to detect if the Exchange integration is not...
  • Wiki Page: 492-16896 - Info: CRM and SQL Server's ntext data type

    Summary: Microsoft will be removing support for the ntext data type from a future release of SQL Server. In preparation for this, new Sage CRM installs use the nvarchar(max) data type instead of ntext for multiline text fields. How does this affect upgrades? Will the data types for these fields be updated...
  • Wiki Page: 492-16905 - How to: Reinstalling the Java runtime for CRM v7.2

    Summary: A query was raised regarding the Java Runtime Engine packaged with CRM v7.2: Given that the JRE installed with Sage CRM is not "installed" (it does not appear in the Java Control Panel), should the standard installer be used? The standard Java installer will register the JRE on the...
  • Wiki Page: 492-16907 - Creating views longer than 4000 characters

    Summary: In CRM, it is impossible to create a custom view longer than 3900 characters. A Maxlength property exists on the View Script field which prevents longer views from being entered. Cause: The restriction is imposed by a MaxLength property on the view textarea. The CuVi_ViewScript field on Custom_Views...
  • Wiki Page: 536-16924 - Access Denied error when exporting to CSV

    Problem Description: When using a quick Search for Companies or Persons then exporting the result to CSV. You receive an error that the export failed. In the logs you find: e.g. Nov 22 2013 11:19:57.345 5992 3580 1 ERROR generating excel file. Message - <diagnoses><errorMessages><errorMessage><info>com...
  • Wiki Page: 492-16921 - Exchange integration: Error 400 when attempting to resolve an impersonated user's mailbox

    Summary: Depending on your Exchange configuration, you may need to set your CRM impersonated user's primary SMTP address to user@domain . This setting is applied on the Exchange server. Symptoms: On attempting to save a new Exchange integration in CRM 7.2, the setup fails on the second test. The...