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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....
3 Apr 2014
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...
30 Apr 2014
536-16927 - Person does not auto populate on Lead when converting to Opportunity
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...
16 Apr 2014
636-16939 - HOWTO: Set the Territory as a Required Field or default it to the user's territory
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...
16 Apr 2014
536-17463 - Swiftpage drip marketing e-mails not getting sent.
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...
26 Aug 2014
492-17513 - Patch upgrade: Uncommitable transaction in ViewsUpdate.es
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...
15 Jan 2015
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