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Wiki Page:
632-16812 - CSV Data Upload to a Multi Select field
Support team
Summary: Unable to find companies from data upload multi select field. Steps to Reproduce: 1. Add a new multi select field in Customisation -> Company named comp_software and add a title. 2. Add some new codes - BI, CRM and ERP. 3. Add the field to the company summary and company find screens. 4....
on
16 Apr 2014
Wiki Page:
632-16845 - How To: Add more fields to a dedupe search screen
Support team
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....
on
3 Apr 2014
Wiki Page:
492-16649 - Unable to use a multiplication symbol in SQL statement
Support team
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...
on
29 Mar 2016
Wiki Page:
492-16567 - Order By Desc causes error on Company Quick Look
Support team
Summary: When you specify a list e.g. CaseList in Administration -> Cases -> Lists so that is has Default Order By set to Yes and Allow Order By set to Yes for multiple fields then you will get an error when you select the Quick Look tab on a company record. Actual result: An error is displayed...
on
15 Jan 2015
Wiki Page:
492-16854 - CommunicationFilterBox Create scripts
Support team
Summary: An issue may occur when attempting to add a Create script to a filter box. Symptoms: The issue may be reproduced by adding the following Create script to the comm_type entry on CommunicationFilterBox: DefaultValue='Task'; The default value will operate correctly on the filter box, but...
on
15 Jan 2015
Wiki Page:
605-16736 - SqlError when making a search with extended character in Sage CRM Reports
Support team
Summary: Modify a Communication Report to make a search on the character "ñ". Symptoms: The report should display communications with character "ñ". But the following is shown: SQl Error message - an error occurs during process. Resolution: This issue is resolved in...
on
25 Apr 2014
Wiki Page:
492-16618 - Exchange Online - The account does not have permission to impersonate the requested user
Support team
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...
on
30 Apr 2014
Wiki Page:
632-16878 - In Mail Merge no data is merged and the template is displayed
Support team
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...
on
25 Apr 2014
Wiki Page:
492-16442 - Web services: Using service reference and WebServiceSoapPortClient results in null reference exception
Support team
Summary: Consuming the CRM web services as a service reference rather than a web reference may result in errors when using the query or queryentity methods. Consuming the CRM web services endpoint using a service reference is currently not supported, but may be included in a future release. Symptoms...
on
16 Apr 2014
Wiki Page:
536-16927 - Person does not auto populate on Lead when converting to Opportunity
Support team
Summary: On creating a lead and converting it to an opportunity, the Person name will not be populated if only the Company name has been selected. Symptoms: 1. Create a Lead 2. Add or find a company for the lead. 3. Select the company 4. Covert the lead to an opportunity The “Opportunity Person...
on
16 Apr 2014
Wiki Page:
636-16939 - HOWTO: Set the Territory as a Required Field or default it to the user's territory
Support team
Summary: This KB article will show you how to make sure that new companies have a territory and that it can not be set as default Resolution: 1. Go into Administration -> Customisation -> Company -> Screens -> Company Summary Screen 2. Click on Company: Territory (comp_secterr) 3. To make...
on
16 Apr 2014
Wiki Page:
632-16986 - Preview Merged Template Always Shows Current User
Support team
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#...
on
16 Apr 2014
Wiki Page:
536-17010 - Sage 200 CRM: Editing a Person's phone number may update an unrelated Account's phone
Support team
Summary: An issue may arise when editing phone numbers in an integrated copy of Sage CRM with Sage 200. The issue may result in the wrong phone number being updated through the interface, and will only be observed when the SuppressAccounts entry on Custom_Sysparams is set to "Y". Symptoms:...
on
15 Jul 2014
Wiki Page:
632-17037 - Give a user info manager rights and an error occurs in the administation section
Support team
Summary: Give a user info manager rights and an error occurs in the administration section Symptoms: Set any user as an "info manager" and give that user the right to "Info Admin Customise". Login in as the user with these rights and navigate to administration, customisation and company...
on
16 Apr 2014
Wiki Page:
605-16651 - Dropdown list not showing all users when trying to reassign case in new tab
Support team
Summary: Dropdown list not showing all users when trying to reassign case in new tab. Symptoms: This happens in Chrome and Firefox. When CTRL + click is pressed on a case in waiting, and reassign is clicked in the workflow of the new tab, the drop down menu for users is not showing all users. Workaround...
on
25 Apr 2014
Wiki Page:
632-17087 - Only one communication gets created in CRM when sending an email with 3 recipients
Support team
Summary: Only one communication gets created in CRM when an email with three reciepients is sent. All three recipients are set up as Person Records in CRM. Symptoms: Send out an email with 3 recipients. One of these will be the email address of a user of CRM. The other two email addresses will be for...
on
26 Nov 2014
Wiki Page:
636-17101 - Incorrect email addresses put into 'To:' field when Reply All is selected
Support team
Summary: Incorrect email addresses put into 'To:' field when Reply All is selected Symptoms: This occurs when a user selects 'Reply all' in an email that has come into CRM The recipients email address from the mail that came into CRM is populated in the 'To:' field of the email...
on
3 Nov 2014
Wiki Page:
492-17120 - GCRM synch - null pointer exception errors
Support team
Summary: Issues with orphaned linked records may result in null pointer exceptions when using a GCRM integration. Symptoms: The described issue was reported by a customer using Sage Murano. On starting a synch, no Account records would transfer. The following error was logged to the scrm.log: ERROR:...
on
23 Apr 2014
Wiki Page:
636-17233 - Mail manager does not support Russian text
Support team
Summary: Mail manager cannot read Russian encoding (KOI8-R encoding) when filing emails to CRM Symptoms: If an email with russian text in it is filed through the mail manager, the resulting text in CRM from the filed email is corrupted. More information: This issue is currently with development and will...
on
20 Mar 2015
Wiki Page:
632-17381 - Accessing CRM using a machine name and fully qualified domain name
Support team
Summary: One common configuration issue that is encountered is when a customer wishes to access CRM via both a machine name (e.g. http://crm-server/CRM/eware.dll ) and via the internet, using a fully-qualified domain name (e.g. http://crm.mycompany.com/CRM/eware.dll ). Typically, they may find that accessing...
on
26 Aug 2014
Wiki Page:
660-17448 - User with limited rights can't see some cases
Support team
Summary: This is an issue where a person can be assigned to a case that relates to a company they do not have visibility on. Symptoms: When a case for a company is assigned to a user that does not have rights to view that company - they cannot see the case. Resolution: Workaround: PLEASE NOTE: This will...
on
26 Aug 2014
Wiki Page:
536-17463 - Swiftpage drip marketing e-mails not getting sent.
Support team
Summary: Swiftpage drip marketing emails not getting sent Symptoms: Error on screen - POST on https://u01.spsend.com/SpeSendBigV7.aspx failed: 302 In swiftpage logs found No enum const class com.sage.scrm.syncengine.emarketing.communication.model.DripCampaignStatus.BUILD and Command returned error: Error...
on
26 Aug 2014
Wiki Page:
608-17481 - Swiftpage not downloading Template list
Support team
Summary: When creating a marketing campaign there were no templates in the drop down selection box. As long as templates exist on the account, this should be checked by logging into Swiftpage externally of Sage CRM and they should appear. More information: When logging onto the external site via www...
on
26 Aug 2014
Wiki Page:
492-17513 - Patch upgrade: Uncommitable transaction in ViewsUpdate.es
Support team
Summary: An error referring to an uncommittable transaction may be logged as part of an upgrade to an on-premise copy of Sage CRM. Symptoms: The below may appear in 7.1ViewsUpdate.es: Get Errors 1 Items After line 6675: SQLError: Uncommitable transaction is detected at the end of the batch. The transaction...
on
15 Jan 2015
Wiki Page:
632-17836 - Dashboard gadget cannot clear filter
Support team
Summary: When using a filter on a Interactive Dashboard List Gadget it does not clear correctly even after setting back to filter "None". Symptoms: A user filters a list gadget (eg by person). A user then sets the filter to "None" so that the gadget will display all the data again...
on
6 Nov 2015
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