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  • Wiki Page: 632-16812 - CSV Data Upload to a Multi Select field

    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....
  • Wiki Page: 536-16813 - Integration with Sage Murano: Premature End of File error

    Summary: An issue may arise on attempting to migrate a copy of Sage CRM integrated with Sage Murano to another machine. After carrying out the migration, the integration was enabled. This resulted in an error being written to the logs. No misconfiguration errors were displayed on-screen, however the...
  • Wiki Page: 536-16823 - Date format user configuration

    Summary: When using Sage CRM in French, the user date format may be restricted to mm/jj/aaaa. Symptoms: The problem can be reproduced by logging into CRM, and navigating to Administration -> Utilisateurs -> Configuration de l'utilisateur . After setting the Format de date de l'utilisateur...
  • Wiki Page: 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....
  • Wiki Page: 492-16254 - Exchange integration - public mailboxes

    Summary: Are public mailboxes supported with the current Exchange integration? Symptoms: No. Only user mailboxes are supported. Work around: Delegate access to user mailboxes is supported. Further details are available on the Sage CRM Community .
  • Wiki Page: 593-16544 - Error in Outlook Lite Plugin on Windows 8 - The CRM Server has returned an invalid response

    Summary: Using Outlook Plugin Lite which shows error: The CRM Server has returned an invalid response. Try again. If the problem persists, please contact your system administrator. Work around / Resolution: 1. Log onto CRM directly checking the url to check the protocol of the url for https or http 2...
  • Wiki Page: 608-16539 - Unknown scripting language 'JavaScript' error in Interactive Dashboard

    Summary: An error stating that JavaScript is an unknown scripting language may appear when navigating to the Interactive Dashboard. Resolution: On the server, go to Start -> Run . Type CMD then hit Return . A command prompt window will open. In the window that's displayed, enter the following...
  • 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: 492-16567 - Order By Desc causes error on Company Quick Look

    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...
  • Wiki Page: 492-16854 - CommunicationFilterBox Create scripts

    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...
  • 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: 492-16530 - Error 404 on viewing mail merged document

    Summary: An issue may occur after a user has carried out a mail merge and they attempt to view the .doc file, a 404 error is returned. Symptoms: The .doc file was created in the Library. Process Monitor (ProcMon) showed multiple requests to read web.config at the same time as it was looking for the template...
  • Wiki Page: 492-16546 - Exchange appointment in CRM cannot be modified

    Summary: A customer cannot modify their Exchange appointments in CRM, so their list of Pending appointments keeps growing. Steps to reproduce: 1. Using an Outlook user not synched with CRM, create an appointment, and invite a CRM Exchange integration user. 2. As the CRM Exchange integration user, log...
  • Wiki Page: 492-15895 - How to: Using SSL between CRM and SQL Server

    Summary: A customer may have a requirement to use SSL to encrypt the connection between CRM and SQL Server. It's possible to set up SQL Server to use SSL encryption as per the document below: http://technet.microsoft.com/en-us/library/ms189067.aspx More info: The eWare DLL should just work once this...
  • Wiki Page: 536-16782 - Default behaviour of the Email Manager JavaScript files

    Summary: A number of support cases have been raised regarding the expected functionality that is in the default Email Manager scripts. The article will seek to clarify what functions are available in each script, and when they should be used. More information: Two default scripts are available for the...
  • Wiki Page: 536-16726 - Sage CRM Component Manager - new Phone types

    Summary: Adding a new phone type (e.g. a new "Mobile" type) using a Component Manager script will result in redundant columns being added to the Phone table in Sage CRM. Symptoms: The issue can be reproduced by following the below steps: 1. Create a new Component, in the Component Manager,...
  • Wiki Page: 536-16725 - Emarketing: Missing field name in recipient data

    Summary: An error will occur when using a group that has Key attribute data to send an email blast with swiftpage. E-mail blast creation failed. missing field name in recipient data Solution: Product Management have stated that including Key Attribute data in Swiftpage emails is not supported. From v7...
  • Wiki Page: 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...
  • Wiki Page: 632-16878 - In Mail Merge no data is merged and the template is displayed

    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...
  • Wiki Page: 492-16442 - Web services: Using service reference and WebServiceSoapPortClient results in null reference exception

    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...
  • 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: 536-16681 - E-Marketing Account Disabled

    Summary: An error may appear in a blue notification bar when navigating to the E-Marketing tab in Sage CRM: Your Sage E-marketing for Sage CRM is disabled. To re-enable your account please contact your system administrator Assuming that your account is enabled, the issue may be caused by an incorrect...
  • Wiki Page: 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...
  • Wiki Page: 605-16732 - SData gadget not sorting information

    Summary: Create a new dashboard gadget based on a SData List. In the dashboard, none of the columns can be filtered when either selecting Sort Ascending or Sort Descending. In the dashboard, any columns selected for the gadget should be able to be filtered when either selecting Sort Ascending or Sort...
  • Wiki Page: 605-16733 - New case for custom entity not linked

    Summary: Create a new Entity, for example Project, using the Advanced Customization Wizard. In the context of a Project record, click New Case from the right hand-side tab. On the Case entry screen the Project field is not auto-populated. The Project field should be auto populated. Once the case is saved...