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  • Media: CloudCall Click for Sage CRM

    Make calls and replay conversations directly from Sage CRM SYNETY CloudCall Click transforms your CRM into a powerful communications system using state of the art Cloud technologies. CloudCall Click provides Sage CRM customers with improved productivity for their sales and support teams by allowing...
  • Media: CloudCall Contact Centre for Sage CRM

    As well as lots of Outbound functionality CloudCall Contact Centre also offers inbound functionality to its users. Simple Screen Popping: SYNETY CloudCall Contact Centre provides advanced inbound calling features. With the CloudCall Screen Pop feature agents can now receive pop up alerts when...
  • Media: GUMU for SageCRM – Sage MAS90/200 ERP Integration

    'GUMU for Sage CRM – MAS90 Integration' is an add-on which integrates Sage CRM with MAS90 with a simple set up and gives the user a bi directional flow of information between MAS90 and Sage CRM system in real time. The integration comprises of synchronization of MAS90 customer with SageCRM...
  • Wiki Page: 536-16833 - Account Field Context is not automatically set

    Summary: A loss of context issue may occur when creating a Task from a Case linked to an Account record. The issue occurs when the user navigates to the case via the Recent List, then creates the case. Symptoms: After creating the task, the Company and Person fields are correctly set with the context...
  • Wiki Page: 492-16846 - Mail Merge failed. Error is 'Failed to create JVM Instance'

    Summary: On a recently reinstalled copy of Sage CRM, the exporting of reports to PDF and Mail Merge features were not working. On attempting a mail merge, the following error message was displayed: failed to create JVM Instance Resolution 1) First, the Java CLASSPATH was set: Windows XP Select Start...
  • Wiki Page: 492-16799 - Error connecting to database when a language is specified in db.properties

    Summary: An incorrect parameter in your database connection string may prevent the CRMJ webapp from connecting to the database. The error given refers to an error connecting to the database - you may also get an error referring to CloneReportController. The error has only been observed where the SQL...
  • Wiki Page: 492-16787 - RecordAnchor tag in v7.2 redirects to Communications list

    Summary: Following an external RecordAnchor link to a specific record in CRM causes you to arrive at the Communications tab. Symptoms: The issue can be reproduced by creating a new email template using the #recordanchor# tag. For argument's sake, we'll use the Company entity. The mail body will...
  • Wiki Page: 492-16766 - Synchronising an appointment: OrganizerNotOnAttendeeList

    Summary: Version: 7.2a Area: Exchange Integration Steps to Reproduce: 1. Install a v7.0 copy of CRM. Set up your users' email addresses. 2. Upgrade to v7.2. Set up the Exchange integration. 3. Create a new appointment in CRM. Your user should be the organizer. 4. Synch with Exchange. Expected result...
  • Wiki Page: 492-16659 - Exchange integration: Why use an impersonated user?

    Summary: A customer had a query regarding the Exchange integration: What is the purpose of using an impersonated user? Would it not be better from a security perspective to have the CRM Exchange integration log in as each individual user when accessing mailboxes, rather than have a single user with the...
  • Wiki Page: 492-16639 - Exchange: ErrorNameResolutionNoResults on secondary SMTP addresses

    Version: 7.2a Language: English Area: Exchange Integration Steps to Reproduce: 1. Set up an Exchange impersonated user for an Exchange integration. Make sure that the Exchange impersonated user's primary SMTP address does not match username@domain , e.g. make it username@someotherdomain.com . 2....
  • Wiki Page: 492-16626 - Script error when opening custom url in a new window

    Summary: Opening a custom URL in a new window may result in a script error in v7.2. Symptoms: A custom URL can be added to the main Find menu by nanvigating to Administration -> Advanced Customisation -> System Menus ,and selecting the Find menu option. In order to have the URL open a website in...
  • Wiki Page: 492-16855 - Exchange integration: Unknown Host Exception: server

    Summary: An error may appear when setting up the Exchange integration - CRM cannot connect to the synch engine. Symptoms: The following error is displayed in the exchangesynch.log: ERROR: 06-Jun-2013 11:56:27.525 url: http://SERVER2/sdata/crmj/crmExchange/-/tasks/$syncSource?trackingId=ef22cb8e-0c27...
  • Wiki Page: 492-16527 - Exchange synch error 500: ConcurrentModificationException

    Summary: An exception may be raised when synchronising tasks. This error will prevent subsequent tasks from being synched in affected mailboxes. Symptoms: crm.log: ERROR [http-apr-11009-exec-9]: 18-Jun-2013 11:52:26.117 Due to processing errors UUID = 5d7d1e5f-1207-49be-b59b-6aedef127cdd will be removed...
  • Wiki Page: 492-16862 - Error: ErrorCorruptData when running Exchange synch

    Summary: Corrupt items in an Exchange mailbox may cause errors when running a synch. Symptoms: Exchangesyncengine.log: 2013-06-07/14:15:54.733/EDT [Sync Source APPOINTMENT Queue Thread] ERROR com.sage.scrm.syncengine.exchange.ews.service.SageExchangeService.getItems com.sage.scrm.syncengine.exchange...
  • Wiki Page: 492-16857 - Exchange integration - object not initialised / string index out of bounds error

    Summary: Errors in the CRM metadata my lead to a StringIndexOutOfBoundsException when the CRMJ webapp attempts to load the metadata. Subsequent requests to use the metadata object in Java (e.g., using the Exchange integration, or viewing the SDATA schema URL) will result in a SageObjectNotInitializedException...
  • Wiki Page: 536-16734 - 7.2 ASP page issues (multiple menus)

    Summary: A number of issues have been identified with relation to ASP pages since the frameset removal. Most of these problems stem from the fact that the ASP page is now rendering in an IFrame instead of the old EWARE_MID frame. An action 6030 was created for linking to ASP pages which caused a render...
  • Wiki Page: 492-16896 - Info: CRM and SQL Server's ntext data type

    Summary: Microsoft will be removing support for the ntext data type from a future release of SQL Server. In preparation for this, new Sage CRM installs use the nvarchar(max) data type instead of ntext for multiline text fields. How does this affect upgrades? Will the data types for these fields be updated...
  • Wiki Page: 632-16903 - Associating the Account Manager with their User ID in a Data Upload

    Summary: Associating the account manager with their user id in Data Upload does not work Symptoms: Happens with a company upload file with the fields Comp_Name, Pers_Last, Pers_Name and Account Manager The User ID in the Account Manager field is put into SpreadSheet In Mappings screen the Account Manager...
  • Wiki Page: 492-16905 - How to: Reinstalling the Java runtime for CRM v7.2

    Summary: A query was raised regarding the Java Runtime Engine packaged with CRM v7.2: Given that the JRE installed with Sage CRM is not "installed" (it does not appear in the Java Control Panel), should the standard installer be used? The standard Java installer will register the JRE on the...
  • 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: 492-16912 - Ability to select and change line number in Quotes and Order

    You can order the quote/order by product on screen but the mail merge shows the quote/order by order number. 1. Go to Administration -> Customisation -> Quotes and click on the tab at the top for Views 2. Select the "vMailMergeChildrenQuotes" view. 3. Click Change on the right hand side...
  • Wiki Page: 536-16918 - Error insert AR customer from Sage 300 ERP v2012 to CRM72b

    Steps to Reproduce: 1. Upgrade Sage CRM 7.1 SP2 to Sage CRM 7.2 B 2. Install Sage 300 ERP v2012 Integration for CRM 7.2 3. Add/Insert new A/R customer from Sage 300 Actual result (please include error message): Specific error: System.NullReferenceException: Object reference not set to an instance of...
  • Wiki Page: 492-16920 - Adding Regarding to an appointment results in updated meeting requests

    Summary: Adding a linked Company or Person record to an appointment always results in an updated meeting request being sent by the Exchange integration, eventhough the Exchange integration is set to not include the CRM info in the body and the Appointment synch direction is set to Bidirectional. The...
  • Wiki Page: 536-16924 - Access Denied error when exporting to CSV

    Problem Description: When using a quick Search for Companies or Persons then exporting the result to CSV. You receive an error that the export failed. In the logs you find: e.g. Nov 22 2013 11:19:57.345 5992 3580 1 ERROR generating excel file. Message - <diagnoses><errorMessages><errorMessage><info>com...
  • Wiki Page: 492-16921 - Exchange integration: Error 400 when attempting to resolve an impersonated user's mailbox

    Summary: Depending on your Exchange configuration, you may need to set your CRM impersonated user's primary SMTP address to user@domain . This setting is applied on the Exchange server. Symptoms: On attempting to save a new Exchange integration in CRM 7.2, the setup fails on the second test. The...