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  • 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: 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: 632-16986 - Preview Merged Template Always Shows Current User

    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#...
  • Wiki Page: 492-17004 - Error in mail merge - multiple key attributes fields in group search criteria

    Summary: Mail merges cannot be run for groups where more than one key attribute field has been added to the group search criteria. The same behaviour is seen for static or dynamic groups. Symptoms: An error message is displayed onscreen: Mail Merge failed. Please contact your System Administrator. The...
  • Wiki Page: 632-17013 - How to add a current date field to a mail merge template

    Summary: The following shows the user how to add a current date field to a mail merge template. The new field will be added into two different views so that it will show up for a group and an individual mail merge. For this example the current date field will be added to the Case entity, but can be added...
  • Wiki Page: 492-17022 - How to add a current date field to a mail merge template

    Summary: The following will show the user how to add a current date field to a mail merge template. The new field will be added in into two different views so that it will show up for a group and individual mail merge. For this example the current date field will be added to the Cases entity, but can...
  • Wiki Page: 492-16447 - Error 400 accessing the SDATA schema URL

    Summary: All requests to the SDATA schema URL using the hostname return an error 400 (Bad Request). Requests to localhost work correctly: • http://localhost/sdata/default.aspx?r=/sdata/test.html • http://localhost:[Tomcat Port]/[CRM Install Name]j/sagecrm/-/$schema • http://localhost/sdata...
  • Wiki Page: 492-17112 - Mail merge error with IIS autologin

    Summary: An issue with mail merges may arise when IIS autologin is enabled. Symptoms: The following error message is displayed in the Sage CRM logs: "User with a username xxxx not found in CRM" "User not logged" This issue is caused by Tomcat attempting to check for an active user...
  • Wiki Page: 632-17645 - Mail Merge failing but other tomcat features are available

    Summary: Mail Merge was not working in CRM but the Interactive Dashboards were working as expected. Symptoms: When trying to perfom a Mail Merge it was failing even though other Tomcat features were working as expected, ie: the Interactive Dashboard. Cause: The cause of this issue was that a line in...
  • Wiki Page: 492-18030 - Error 401 when doing mail merge

    Summary: The following error appears in the ewaresystem.log when doing a mail merge: 2012-09-19T14:24:55 [Proxy] Error received from http://localhost:10009/crmj/$service/mailMerge?&originalHostCRMRedirector=localhost: The remote server returned an error: (401) Unauthorized. 2012-09-19T14:24:55 [Proxy...