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  • 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: 492-16649 - 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: 492-16507 - 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: 492-16907 - 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: 536-16923 - Select Search Advanced issue with 71G

    Steps to Reproduce: 1.Create a new person search select advance field (oppo_agent) and add it to the opportunity web picker screen. 2. Find an opportunity that's not associated with a Person & click "Change" 3. Click on New Person and enter in person details select Save & Continue...
  • Wiki Page: 636-17055 - Using an underscore in a primary entity name

    Summary: New Primary entity created with an underscore included in the name, 'Call_Log' for example. Symptoms: Some Dashboard gadgets not working, the list gadget is one. Cause: There seems to be a problem with primary entities containing an underscore in the name. Resolution: Do not use an underscore...
  • Wiki Page: 636-17103 - Problem showing logs for table level scripts

    Summary: Problem showing logs for table level scripts. Symptoms: If a new table level script is created and when editing the script 'show logs' is pressed, a new tab will open asking the user to log in again. Resolution: Check the log files in the program files instead of on CRM More information...
  • Wiki Page: 492-17147 - How to: Querying records using a Where clause in the client-side API

    Summary: It is possible to make SDATA requests using the client-side API. Some confusion may exist regarding the querying of records using a Where clause, as this function will always return a set of record objects. More information: In the following examples, we're using a Car entity, which has...
  • Wiki Page: 536-17153 - Custom ASP page with embeded URL not scrolling on iPad

    Summary: An issue with early patches of 7.2 where custom ASP pages with embeded URLs are not scrolling correctly on the iPad. A simple example of such an asp page is detailed below. Tested on iPad 4th Gen, Safari with iOS 6.1.3. ASP code: --------------------------------------------------------- <...
  • Wiki Page: 605-16247 - How to: Making the Certainty% not mandatory on the Opportunity summary screen

    Summary: On the main Opportunity screen, there is a field named Certainty%, defining the likelihood of a given opportunity to close successfully. By default, this is a required field. Should you wish to remove the required attribute from this field, there are a number of steps that must be followed....
  • Wiki Page: 536-17173 - Missing vertical scrollbar in custom ASP page

    Summary: On a custom ASP page that contained an iframe there were issues with the scrollbars on the iframe because of the javascript in the asp page was attached to the window.onload event. Cause: For example if you bind to the onLoad event using javascript: window.onload = function() { doLoad(); } It...
  • Wiki Page: 605-16522 - How do you create calculated fields in Sage CRM?

    Summary: I require to make basic calculation between data entries via a form in Sage CRM. How do I perform these calculations? Resolution: Calculating fields can be used to perform basic mathematical operations. This solution discusses how to create a calculating field from within the Opportunity entity...
  • Wiki Page: 492-17148 - Missing buttons for Translations and Component Manager

    Summary: Users may find that they have no rights to the Translations and Component Manager menus under Administration -> Customisation . Cause: These options are not available to Info Manager Users. They only are available to System Administrators.
  • Wiki Page: 636-17184 - Custom date fields changing date if included in a workflow rule in certain timezones

    Summary: Custom date fields are changing date if included in a workflow rule in certain timezones Symptoms: If a custom "date only" field is included in a workflow rule in certain timezones the date will change when the workflow action is pressed on a sample record. Status: This has been stated...
  • Wiki Page: 636-17151 - Some fields appear as if they are outside the screens they are supposed to be contained in.

    Summary: Some fields appear as if they are outside the screens they are supposed to be contained in. Symptoms: Fields that have 2 rows on a new line at the bottom of a screen will appear as if they are not in the screen. The fields look as if they are not inside the border of the screen: More information...
  • Wiki Page: 636-17149 - How To: Show the person types on the person records before customisation

    Summary: When viewing a person record, the person types selected are not on the screen. You need to customise the person before you can see what person types are selected. Resolution: There is a way of having a list of the types selected show up in a text field on the screen before it is customised....
  • Wiki Page: 492-17225 - Tool: Base64 encoder

    Summary: When working with Sage CRM, you may find that you have need for a Base64 encoder / decoder. While these tools are readily available online, concerns may be raised as to whether or not these tools store the decoded information. Since Base64-encoding is typically used for usernames and passwords...
  • Wiki Page: 492-17065 - Setting an onload event may result in a CRM screen not rendering

    Summary: Adding an onload event via a Custom Content script may result in a CRM page remaining blank after loading. This is caused by the script replacing the onload events. Symptoms: A customer added a Custom Content script in the following format: <script> window.onload = function(){ alert("The...
  • 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: 536-17313 - HOWTO: Amending the size of the FCKEditor window and email field

    Summary: The customer had a couple of requests regarding making a larger area visible when creating and editing emails. Symptoms: 1: Can the size of the FCKEditor (Email Editor) be increased? Currently the IFRAME has a dimension of 698px wide and 250px in height. 2: When an email is filed in CRM, the...
  • Wiki Page: 492-17373 - Custom URL tab action throws error when New Window option is selected

    Summary: Adding a custom tab with an action of customurl , and setting it to open in a new window may result in an error message being displayed. Symptoms: On selecting the custom tab, the script error below will appear either onscreen, or in the developer console: Message: Unable to get property 'SelectNewWin'...
  • Wiki Page: 492-17400 - Validation errors and hidden screens

    Summary: Validation errors may appear as a result of hiding required fields using a client-side script. More information: Depending on the field type and the validation that is causing the issue, the specific field that is causing the problem may not be referenced explicitly. A typical example of this...
  • Wiki Page: 536-17275 - Issue with loading the eware method in Visual Studio

    Summary: You may encounter an issue using the CRM web service in Visual Studio (VS). In VS, the web service is added using the "Add Web Reference…" button. The error message that's reported in Visual Studio is "Method 'XYZ' cannot be reflected" and "There was...
  • Wiki Page: 536-17430 - Right click menu items does not work for custom entity

    Summary: When creating a main menu item for a custom entity you must make sure the tab group caption matches the entity name. Symptoms: If the tab group caption is different to the entity name then the right click context menu will not work on that menu item. Solution: Make sure the caption is the same...
  • Wiki Page: 492-17442 - .NET API: File not found error when using .NET 4.5

    Summary: Attempting to run a .NET DLL built using the Sage CRM .NET API and .NET 4.5 may result in an error being thrown in Sage CRM. Symptoms: The following error will be displayed: File not found: C:\Program Files (x86)\Sage\CRM\CRM\CustomDotNet\MyDLL.dll An error has occurred in a CRM .net customisation...