Summary:

The issue here happens when a user goes to create a new task / appointment.
The user selects a company but in the other selection fields all of the information in CRM is displayed ie. all person, opportunity and case records.

Workaround / Resolution:

There is a workaround for this issue:

1.Go to Administation, Customisation and select the secondary entity Comm_Link.

2. Go to the screens tab and select the Communication Web Picker Screen. There will be two but just pick one of them, the other will update automatically.

3. In the Custom Content box enter the following code(but change the install name in the script, its highlighted below:

 

<script>
document.location.href.match(/\/([a-z|0-9|_|-]+)\/eware.dll/gi);
var installName = RegExp.$1;

function QryStr(key){

 var m=window.location.search.match(new RegExp("([?&]" + key + "=)([^&]*)", "i"));

 return (m)?m[2]:"";
}

 

function ClickOnNavPopupcmli_comm_accountid() {

 var tmpUrl = '/'+installName+'/eware.dll/Do?SID='+QryStr("SID")
  +'&Act=512&Mode=1&CLk='+parent.EWARE_MID.GetKeys()
  +'&ViewField=,Acc_Name,&JumpReturnCol=cmli_comm_accountid&'
  +'JumpIdField=Acc_AccountId&JumpNameField=Acc_Name&SearchEntity=Account'
  +'&SearchTable=vAccount&SearchSql=&searchsqld=&SsDef=20'
  +'&LinkedField=&Restrictor=Acc_CompanyId&RF=cmli_comm_companyid&TiedField=cmli_comm_accountid&SearchText=';

 var tmpInlineUrl = '/'+installName
 +'/eware.dll/Do?SID='+QryStr("SID")
 +'&Act=1275&Mode=1&CLk='+parent.EWARE_MID.GetKeys()
 +'&ViewField=,Acc_Name,&JumpReturnCol=cmli_comm_accountid'
 +'&JumpIdField=Acc_AccountId&JumpNameField=Acc_Name&SearchEntity=Account&SearchTable=vAccount'
 +'&SearchSql=&searchsqld=&SsDef=20&LinkedField=&Restrictor=Acc_CompanyId'
 +'&RF=cmli_comm_companyid&TiedField=cmli_comm_accountid&SearchText=';

 NavPopupUrlcmli_comm_accountid(tmpUrl, 'cmli_comm_accountid',tmpInlineUrl);
}

function NavUrlcmli_comm_accountid(ID,url,fieldname){

 var e='';
 
 if(ID){
  if(document.EntryForm.cmli_comm_accountid.value == ID) {
  
   return false;
  }
  else e='&ID='+ID;
 }
 else{
  
  if(document.EntryForm.cmli_comm_accountid!=null && document.EntryForm._HIDDENcmli_comm_accountidTEXT.value!=''){
  
   if(confirm('The field is already matched. Do you want to clear the results?')) {
   
    Clearcmli_comm_accountid();
   }
   return;
  }
 }
 var namedText;
 var tmpUrl = '/'+installName
 +'/eware.dll/Do?SID='+QryStr("SID")
 +'&Act=1275&Mode=1&CLk=&Key0=4&Key4=1&ViewField=,Acc_Name,&JumpReturnCol=cmli_comm_accountid'
 +'&JumpIdField=Acc_AccountId&JumpNameField=Acc_Name&SearchEntity=Account&SearchTable=vAccount'
 +'&SearchSql='
 +'Acc_CompanyId%3D' + document.EntryForm.cmli_comm_companyid.value
 +'&searchsqld=&SsDef=20&LinkedField=&Restrictor=Acc_CompanyId'
 +'&RF=cmli_comm_companyid&TiedField=cmli_comm_accountid&SearchText=';

 if( (document.EntryForm.cmli_comm_accountidTEXT)!=null ) {
  
  namedText=document.EntryForm.cmli_comm_accountidTEXT.value;
 }

 var u=tmpUrl+encodeURIComponent(namedText)+e;

 var sRV=sRTV='';
 
 if(document.EntryForm.cmli_comm_companyid)
  sRV=document.EntryForm.cmli_comm_companyid.value;
 if(document.EntryForm.cmli_comm_companyidTEXT)
  sRTV=document.EntryForm.cmli_comm_companyidTEXT.value;
 if(sRV)
  u+='&RestrictorValueValue='+encodeURIComponent(sRV);
 if(sRTV)
  u+='&RestrictorText='+encodeURIComponent(sRTV);
 document.getElementById('SEARCHFRAMEcmli_comm_accountid').src=u;
}

 

function NavUrlcmli_comm_personid(ID,url,fieldname){

 var e='';

 if(ID)
 {
  if(document.EntryForm.cmli_comm_personid.value == ID)
  {
   return false;
  }
  else e='&ID='+ID;
 }
 else{
  if (document.EntryForm.cmli_comm_personid!=null && document.EntryForm._HIDDENcmli_comm_personidTEXT.value!='')
  {
   if(confirm('The field is already matched. Do you want to clear the results?'))
   {
    Clearcmli_comm_personid();
   }
   return;
  }
 }
 var namedText;

 var tmpUrl = '/'+installName+'/eware.dll/Do?SID='+QryStr("SID")+'&Act=1275&Mode=1&CLk=&Key0=4&Key4=1&ViewField=,Pers_FullName,Pers_PhoneFullNumber,&JumpReturnCol=cmli_comm_personid&JumpIdField=Pers_PersonId&JumpNameField=Pers_FullName&SearchEntity=Person&SearchTable=vSearchListPerson&SearchSql=Pers_CompanyID%3D' + document.EntryForm.cmli_comm_companyid.value + '&searchsqld=&SsDef=20&LinkedField=&Restrictor=Pers_CompanyId&RF=cmli_comm_companyid&TiedField=cmli_comm_personid&SearchText=';

 if( (document.EntryForm.cmli_comm_personidTEXT)!=null )
 {
  namedText=document.EntryForm.cmli_comm_personidTEXT.value;
 }
 var u=tmpUrl+encodeURIComponent(namedText)+e;
 var sRV=sRTV='';

 if(document.EntryForm.cmli_comm_companyid)
  sRV=document.EntryForm.cmli_comm_companyid.value;

 if(document.EntryForm.cmli_comm_companyidTEXT)
  sRTV=document.EntryForm.cmli_comm_companyidTEXT.value;

 if(sRV=='')
 {
  if(document.EntryForm.cmli_comm_accountid)
   sRV=document.EntryForm.cmli_comm_accountid.value;
   
  if(document.EntryForm.cmli_comm_accountidTEXT)
   sRTV=document.EntryForm.cmli_comm_accountidTEXT.value;
  
  if(sRV!='')u+='&altRestrictor=account'
 }

 if(sRV)
  u+='&RestrictorValueValue='+encodeURIComponent(sRV);
 if(sRTV)
  u+='&RestrictorText='+encodeURIComponent(sRTV);

 document.getElementById('SEARCHFRAMEcmli_comm_personid').src=u;
}

function NavUrlcomm_opportunityid(url,fieldname,id){

 if(document.EntryForm.comm_opportunityid!=null && document.EntryForm._HIDDENcomm_opportunityidTEXT.value!=''){
 
  if(confirm('The field is already matched. Do you want to clear the results?')){
   Clearcomm_opportunityid();
  }
 
  return;
 }
 document.EntryForm.comm_opportunityid.value='';
 document.EntryForm._HIDDENSearchFieldcomm_opportunityid.value=fieldname;

 var u=url+encodeURIComponent(document.EntryForm.comm_opportunityidTEXT.value);
 var sRV=sRTV='';

 if(document.EntryForm.cmli_comm_companyid)sRV=document.EntryForm.cmli_comm_companyid.value;

 if(document.EntryForm.cmli_comm_companyidTEXT)
  sRTV=document.EntryForm.cmli_comm_companyidTEXT.value;

 if(sRV==''){
  if(document.EntryForm.cmli_comm_accountid)sRV=document.EntryForm.cmli_comm_accountid.value;

  if(document.EntryForm.cmli_comm_accountidTEXT)sRTV=document.EntryForm.cmli_comm_accountidTEXT.value;

  if(sRV!='')u+='&altRestrictor=account'
 }

 if(sRV==''){

  if(document.EntryForm.cmli_comm_personid)sRV=document.EntryForm.cmli_comm_personid.value;
 
  if(document.EntryForm.cmli_comm_personidTEXT)sRTV=document.EntryForm.cmli_comm_personidTEXT.value;
  
  if(sRV!='')u+='&altRestrictor=person'
 }

 if(sRV)u+='&RestrictorValueValue='+encodeURIComponent(sRV);

 if(sRTV)u+='&RestrictorText='+encodeURIComponent(sRTV);
 
 SEARCHFRAMEcomm_opportunityid.location.href(u);
}

function ShowOptionsWindowcomm_opportunityid(){

 var oPopup = crmPopup.createNewPopup();

 oPopup.jQueryUrl="/" + installName + "/jQuery/jquery-1.7.1.min.js";
 oPopup.effect = "fadeIn";
 oPopup.css = document.location.protocol+"//"+document.location.host+"/" + installName + "/Themes/color1.css";
 
 oPopup.html='<DIV STYLE="cursor:default" class="SearchSelectTied"><DIV style="margin:4"><SPAN TABINDEX=0 CLASS=\x22SearchSelectText\x22 ONMOUSEOVER=\x22this.className=\x27SearchSelectTextR\x27;\x22 ONMOUSEOUT=\x22this.className=\x27SearchSelectText\x27\x22 onClick=\x22parent.NavUrlcomm_opportunityid(\x27/'
 + installName + '/eware.dll/Do?SID=' + QryStr("SID")
 + '&Act=1275&Mode=1&CLk=&Key0=5&Key5=5&ViewField=Oppo_Description,Oppo_Stage&JumpReturnCol=comm_opportunityid&JumpIdField=Oppo_OpportunityId&JumpNameField=Oppo_Description&SearchEntity=Opportunity&SearchTable=Opportunity&SearchSql=Oppo_PrimaryCompanyid%3D'
 +document.EntryForm.cmli_comm_companyid.value
 +'&searchsqld=&SsDef=20&LinkedField=&MainField=oppo_opportunityid&Restrictor=Oppo_PrimaryCompanyId&RF=cmli_comm_companyid&TiedField=comm_opportunityid&SearchText=\x27,\x27comm_opportunityid\x27);\x22 ><SPAN STYLE=\x22margin-left:10\x22>Opportunity</SPAN></SPAN><BR><SPAN TABINDEX=0 CLASS=\x22SearchSelectText\x22 ONMOUSEOVER=\x22this.className=\x27SearchSelectTextR\x27;\x22 ONMOUSEOUT=\x22this.className=\x27SearchSelectText\x27\x22 onClick=\x22parent.NavUrlcomm_opportunityid(\x27/'
 + installName + '/eware.dll/Do?SID=' + QryStr("SID")
 + '&Act=1275&Mode=1&CLk=&Key0=5&Key5=5&ViewField=Case_ReferenceId,Case_Description,&Multiple=Y&JumpReturnCol=comm_opportunityid&JumpIdField=Case_CaseId&JumpNameField=Case_Description&SearchEntity=Case&SearchTable=Cases&SearchSql=Case_PrimaryCompanyid%3D'
 +document.EntryForm.cmli_comm_companyid.value
 +'&searchsqld=&SsDef=20&LinkedField=&MainField=oppo_opportunityid&Restrictor=Case_PrimaryCompanyId&RF=cmli_comm_companyid&TiedField=comm_caseid&SearchText=\x27,\x27comm_caseid\x27);\x22 ><SPAN STYLE=\x22margin-left:10\x22>Case</SPAN></SPAN><BR><SPAN TABINDEX=0 CLASS=\x22SearchSelectText\x22 ONMOUSEOVER=\x22this.className=\x27SearchSelectTextR\x27;\x22 ONMOUSEOUT=\x22this.className=\x27SearchSelectText\x27\x22 onClick=\x22parent.NavUrlcomm_opportunityid(\x27/'
 + installName + '/eware.dll/Do?SID=' + QryStr("SID")
 + '&Act=1275&Mode=1&CLk=&Key0=5&Key5=5&ViewField=,Orde_Reference,Orde_Description,&Multiple=Y&JumpReturnCol=comm_opportunityid&JumpIdField=Orde_OrderQuoteId&JumpNameField=Orde_description&SearchEntity=Orders&SearchTable=Orders&SearchSql=&searchsqld=&SsDef=20&LinkedField=&MainField=oppo_opportunityid&Restrictor=Oppo_PrimaryCompanyId&RF=cmli_comm_companyid&TiedField=comm_orderid&SearchText=\x27,\x27comm_orderid\x27);\x22 ><SPAN STYLE=\x22margin-left:10\x22>Order</SPAN></SPAN><BR><SPAN TABINDEX=0 CLASS=\x22SearchSelectText\x22 ONMOUSEOVER=\x22this.className=\x27SearchSelectTextR\x27;\x22 ONMOUSEOUT=\x22this.className=\x27SearchSelectText\x27\x22 onClick=\x22parent.NavUrlcomm_opportunityid(\x27/'
 + installName + '/eware.dll/Do?SID=' + QryStr("SID")
 + '&Act=1275&Mode=1&CLk=&Key0=5&Key5=5&ViewField=,Quot_Reference,Quot_Description,&Multiple=Y&JumpReturnCol=comm_opportunityid&JumpIdField=Quot_OrderQuoteId&JumpNameField=Quot_description&SearchEntity=Quotes&SearchTable=Quotes&SearchSql=&searchsqld=&SsDef=20&LinkedField=&MainField=oppo_opportunityid&Restrictor=Oppo_PrimaryCompanyId&RF=cmli_comm_companyid&TiedField=comm_quoteid&SearchText=\x27,\x27comm_quoteid\x27);\x22 ><SPAN STYLE=\x22margin-left:10\x22>Quote</SPAN></SPAN></DIV></DIV>';
 
 oPopup.show(10,23,120,78, document.getElementById('SearchSmallAdvcomm_opportunityidIMG'));
}

var oPopupcomm_opportunityid;

_cmli_comm_companyidClearList[_cmli_comm_companyidClearList.length]="comm_opportunityid";

function Clearcomm_opportunityid(DontClearText, doChange){
 
 doChange = typeof(doChange) != 'undefined' ? doChange : true;
 var x;
 
 if(typeof(_comm_opportunityidClearList)=="object"){
 
  for(x=0;x<_comm_opportunityidClearList.length;x++)
   eval("Clear"+_comm_opportunityidClearList[x]+"(false,false);");
 }
 if(!DontClearText)document.EntryForm.comm_opportunityidTEXT.value="";
 
 if(typeof(oPopupcomm_opportunityid)=="object")oPopupcomm_opportunityid.hide();
 
 if (typeof document.EntryForm.comm_opportunityidIMG != "undefined")
  document.EntryForm.comm_opportunityidIMG.style.display="none";
 
 document.EntryForm._HIDDENcomm_opportunityidTEXT.value="";
 document.EntryForm.comm_opportunityid.value="";
 
 if( (document.EntryForm.comm_opportunityidTEXT)!=null ){
  document.EntryForm.comm_opportunityidTEXT.title="";
  document.EntryForm.comm_opportunityidTEXT.style.textDecoration="none";
 }
 document.all._PhoneContentcomm_opportunityid.innerHTML="";
 
 if(doChange && !DontClearText)OnChangecomm_opportunityid();
}

function OnChangecomm_opportunityid(){}

function SetIDcomm_opportunityid(ID){
 
 if(!ID)return;
 u=document.EntryForm.inlineurlcomm_opportunityid.value;
 u+='&ID='+ID;
 u+='&ForceSubSelect=Y';
 $('#SEARCHFRAMEcomm_opportunityid').attr('src',u);
}

function Setcomm_opportunityid(Text,ID,sUrl,Entity,PhoneNumber){

 if( (document.EntryForm.comm_opportunityidTEXT)!=null ){
 
  document.EntryForm.comm_opportunityidTEXT.value=Text;
 }
 else{
  PhoneNumber="";
 }
 
 if(sUrl!='')
  document.EntryForm.comm_opportunityidURL.value=sUrl;
  
 if(sUrl!='')
  
  if( (document.EntryForm.comm_opportunityidTEXT)!=null ){
   
   document.EntryForm.comm_opportunityidTEXT.style.textDecoration="underline";
  }
 
 document.EntryForm._HIDDENcomm_opportunityidTEXT.value=Text;
 document.EntryForm.comm_opportunityid.value=ID;
 document.all._PhoneContentcomm_opportunityid.innerHTML=PhoneNumber;
  
 if(sUrl!='')
  if( (document.EntryForm.comm_opportunityidTEXT)!=null ) {
    
   document.EntryForm.comm_opportunityidTEXT.title="Double click to popup details, Ctrl + click to go to details";
  }
  try{
   if(typeof(oPopupcomm_opportunityid)=="object")
    oPopupcomm_opportunityid.hide();
  }
  catch(e){}
   
 OnChangecomm_opportunityid();
}
  
function ValueChangedcomm_opportunityid(){
   
 if ((document.EntryForm.comm_opportunityidTEXT.value == "") && (document.EntryForm._HIDDENcomm_opportunityidTEXT.value!=document.EntryForm.comm_opportunityidTEXT.value)) { 
   
 document.EntryForm._HIDDENcomm_opportunityidTEXT.value ="" ; 
 Clearcomm_opportunityid ();
 }
 else if((document.EntryForm.comm_opportunityid.value!="")&&(document.EntryForm._HIDDENcomm_opportunityidTEXT.value!=document.EntryForm.comm_opportunityidTEXT.value))
  Clearcomm_opportunityid(true);
}
</script>

 

More Info:

This issue is currently with development and will be fixed in a future release of Sage CRM, but this workaround should solve it until then.

If you have an issue with this workaround please feel free to contact your regional support tem for assistance.

This only seems to be an issue in 7.1k and has been resolved in patch 7.1l