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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....

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....

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...

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...

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...

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...

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...

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...

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...

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...

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...

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#...

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:...

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...

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...

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...

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...

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:...

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...

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...

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...

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...

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...

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...

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...