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  • Wiki Page: 632-16958 - iPhone not synchronising

    Summary: No Contacts or Opportunities are being synchronised to the iPhone. Symptoms: Contacts and Opportunities not synchronising to iPhone when using the assigned / team synchronisation setting. More info: This is a known bug. This happens when the Sage CRM app settings on the iPhone are set to synchronise...
  • Wiki Page: 632-16959 - Appointments or tasks not synchronising to iPhone

    Summary: Calendar appointments / tasks not synchronising to the iPhone Symptoms: No appointments / tasks can be synchronised from the calendar in CRM to the iPhone. More info: This issue is currently with development and will be fixed in a future version of Sage CRM.
  • Wiki Page: 632-17050 - Deleting items in CRM doesn't remove them in Sales Lite App

    Summary: Create a Note for a person in CRM then synchronise CRM with the Sales Lite App. The Note synchronises across with the person record to the iPhone. Delete the note in CRM and sync the iPhone again. The Note remains on the iPhone even though it is deleted in CRM. This also seems to be affecting...
  • Wiki Page: 632-17057 - User having rights to Cases should not affect Sales Lite App syncing

    Summary: A user with no rights to Cases logs in to CRM via the iPhone Sale Lite App. They then try to synchronise with CRM but the following error message is displayed: "An error has occured while connecting to Sage CRM. Please contact your system administrator." Cases are downloaded in a seperate...
  • Wiki Page: 632-17117 - iPhone Dashboard button navigating to the home page

    Summary: Login to CRM with an iPhone, navigate to MyCRM and select dashboard button. The dashboard button takes the user back to home page but it should take them to the dashboard page. Status: This issue has been escalated to development and is scheduled to be resolved in version 7.2d which is due for...
  • Wiki Page: 636-17201 - Making any changes to the Person Grid list will break the hyperlinks in the find person results on mobile screens

    Summary: Making any changes to any of the Grid lists used in the mobile or tablet view will break the hyperlinks in the find entity results on mobile screens Symptoms: The symptoms only occur when the user tries to log in through a device that uses the android or iPhone screens. The links to phone numbers...
  • Wiki Page: 632-17206 - Using Mobile user can see more screens that they have access to.

    Summary: A user logs into the CRM Desktop version and selects a company but this user has no rights to view the Communications or Opportunities. The same user then logs into CRM via the iPhone or Android and selects the same company and the user can now see the communications and opportunities for this...
  • Wiki Page: 632-17273 - iPhone App: unable to upload data based on team

    Summary: Create an Opportunity and assign it to a team. Now log into the iPhone with a user from this team and sync the iPhone using the sync settings "MyTeam Opportunities". Symptoms: The opportunity is not synced to the iPhone App. Cause: It appears the the sync option "My Team Opportunities"...
  • Wiki Page: 660-17406 - Main Menus not working with Android

    Summary: When logging in to Sage CRM on an Android device, the main menus on the first screen do not work. Cause: The "Based on Device:" field for Tablet in the Devices section of Advanced Customisation is not set correctly to iPhone. The Android and Tablet screens (UI) are based off the iPhone...
  • Wiki Page: 632-17613 - Sage CRM 7.2 IPhone Theme display issue for Tasks

    Summary: A user goes to view a task on the iPhone which has the more than 20 characters in the details box of the task. For example: This is a task testing a case with a note with a phone number 0044-012-3456789 Symptoms: When the user logs onto the iPhone and goes to the Calender to view this task it...
  • Wiki Page: 492-17674 - iOS 8 support

    Summary: What versions of the Sage CRM mobile theme are compatible with iOS 8? More information: iOS 8 is supported in 7.2g, 7.3 GA and 2015 R1. References: The most up-to-date information on what is currently supported is available the the Sage CRM Support matrix, available here: https://community.sagecrm...
  • Wiki Page: 492-17721 - Sage CRM iPhone component: Errors creating views

    Summary: Errors may occur when setting up new views to be used by the Sage CRM iPhone app. These errors will prevent users from synching their iPhones with Sage CRM, since data cannot be retrieved from the system. Symptoms: On running the component to install the app, you may encounter errors relating...
  • Wiki Page: 632-17801 - Sage CRM iphone apps only sync for 200 contacts

    Summary: Only 200 contacts are synced to the iPhone App when the download option is set to "My Assigned Contacts". Symptoms: If an account manager has more than 200 people and this user logs into the iPhone and syncs just with "My assigned contacts" then only 200 people are synced...