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  • Wiki Page: 492-16907 - Creating views longer than 4000 characters

    Summary: In CRM, it is impossible to create a custom view longer than 3900 characters. A Maxlength property exists on the View Script field which prevents longer views from being entered. Cause: The restriction is imposed by a MaxLength property on the view textarea. The CuVi_ViewScript field on Custom_Views...
  • Wiki Page: 636-17136 - Twitter integration not working with new Twitter accounts

    Summary: Integration with twitter account not working. Symptoms: The error message "Twitter authorization failed" appears when trying to set up integration. Cause: The problem seems to occur with recently created twitter accounts, accounts older than 1/2 years seem to integrate fine. Status...
  • Wiki Page: 536-17140 - Integration fails after ERP update

    Summary: 1. The first issue was that the schema on the CRM side was not updating during the synchronisation initialization. 2. Once the above issue was resolved there was another issue in that the trackingid which tracks the conversation between CRM and the ERP system was timing out, in the gcrm.log...
  • Wiki Page: 605-16517 - How to insert specific fields into an E-mail Template?

    Summary: During the creation of e-mail templates in Sage CRM, some fields may not be available in the 'Choose Field to insert into the E-mail list ' drop down list. It depends on the value of the 'For entity :' field. Symptoms: How do you insert a field which is not available in the drop...
  • Wiki Page: 536-17280 - Exchange integration unable to access Exchange Web Services

    Summary: A customer encountered an error when setting up a new Exchange integration with Sage CRM. On saving the integration details, the setup failed at the step: "The Sync Engine is checking to see if the Exchange Web Service is available." The following error was logged in the ewaresystem...
  • Wiki Page: 636-17293 - Exchange plugin not filing attached documents correctly

    Summary: Emails filed through exchange plugin not putting attached documents into documents library Symptoms: If an email with two recipients and an attachement is filed accross to CRM, the destination the second email is filed to will not insert the document into the document tab. The first email will...
  • Wiki Page: 632-17254 - Problems are occurring when filing emails using Chinese system locale

    Summary: Problems are occurring when filing emails using Chinese system locale Symptoms: When filing an email using the Classic Outlook Plug-in with System Locale set to Chinese (Traditional, Hong Kong S.A.R.) the Chinese characters are displayed incorrectly in the email. Status: This issue has been...
  • Wiki Page: 632-17420 - Error with New button in main menu

    Summary: A user with a security profile that only allows them to create opportunities goes to Main Menu -> New . Instead of the new opportunity screen being displayed, the following error message is displayed: Cause: The cause of this was an entry in the ActionSecurity table. Resolution / Work around...
  • Wiki Page: 492-17449 - Product Family Grid Sorting Error

    Summary: The default sort order on the Product Families page may prevent all product families from being visible. Symptoms: The issue affects customers who have more than 10 product families added under Administration -> Data Management -> Products -> Product families . When paging between the...
  • Wiki Page: 492-17471 - Frameset removal: duplicate element IDs in top content and EWARE_MID

    Summary: Fields added to the Top Content area in Sage CRM do not have different HTML IDs to fields added to regular Sage CRM screens. This may cause an issue if attempting to reference a screen element by ID. Symptoms: An example of the issue can be seen where comp_name field is added to both CompanyTopContent...
  • Wiki Page: 632-17458 - Interactive Dashboard not working and showing a HTTP 500 Error

    Summary: When logging into Sage CRM the following error message is displayed on the Interactive Dashboard: Symptoms: If you navigate to the the localhost_access_log.txt file (C:\Program Files (x86)\Sage\CRM\CRM\tomcat\logs) it is showing a HTTP 500 error when loading the dashboard: 127.0.0.1 - - [24...
  • Wiki Page: 492-17456 - SDATA schema URL: Windows Presentation Foundation Host has stopped working

    Summary: In Sage CRM v7.2, attempting to access the SDATA schema URL using Internet Explorer may throw an error. This is due to the format of the XML returned, and does not indicate an error in Sage CRM. Symptoms: The SDATA schema URL is commonly used as a troubleshooting step to determine if the Tomcat...
  • Wiki Page: 492-17451 - Metadata not updated when editing ProductFamilyGrid

    Summary: Changes made when editing the Product Family Grid (such as the adding of sort options to field) may not be applied when the grid is saved. Symptoms: ProductFamilyGrid can be edited under My Profile -> A dministration -> Customisation -> Product Families -> Lists . On saving changes...
  • Wiki Page: 632-17436 - Filing Emails with Outlook Integration and Office 365 adding html to email body

    Summary: When filing an email with Classic / Exchange Plugin and Office 365, HTML code gets added into the body of the Email. Symptoms: The following HTML code will get added to the email: dir="ltr" Status: This issue has been fixed in Sage CRM 7.2f which is due for release at the end of September...
  • Wiki Page: 632-17382 - Problems uploading multiple addresses for company

    Summary: A user was trying to do company upload where a company had multiple addresses and had people attached to it with other addresses also. Symptoms: When doing the upload only the company address was getting uploaded. Cause: The cause of this was that the upload was not mapped correctly. Resolution...
  • Wiki Page: 492-17580 - Classic Outlook integration: CRM tab missing

    Summary: An issue exists in Sage CRM 7.2f whereby the the Add-ins or CRM tab may be missing from a new email window in Outlook 2010. This issue only affects the Classic Outlook plugin. Symptoms: This issue was introduced in Sage CRM 7.2f. On updating the Classic Outlook plugin, the CRM tab may be missing...
  • Wiki Page: 492-17622 - 7.2 upgrade SSA fields no territory security

    Summary: Following an upgrade, Search Select Advanced fields may not have user security settings applied to them. On searching an SSA, all records matching the given criteria (regardless of security setting) will be returned. Symptoms: In this specific scenario, security settigns are still applied when...
  • Wiki Page: 636-17295 - Chinese Locale Mail Merge Error Message

    Summary: Some issues arise with mail merge when the system locale on the computer is set to Chinese(Traditional, Hong Kong, S.A.R) Symptoms: This error appears on the screen when using a sample mail merge template: Also adding new fields to a new template will not w ork when trying to save the template...
  • Wiki Page: 636-17535 - Email template saved for person enitity not available when using mass email on advanced find

    Summary: Email template saved for person enitity not available when using mass email on advanced find. Symptoms: When an email template is saved for the person entity, it is not available to be used for a mass email when doing an advanced find on the person entity. Workaround: A workaround for this is...
  • Wiki Page: 687-17847 - Date field issue during data upload with xlsx file

    Summary: When performing a data upload using an xlsx file and you are uploading data to a date field, there may be issues with the upload. For example if you have a custom field eg comp_dateTest added to the Company entity and you are uploading an xlsx that has data for this field you may encounter an...