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CRM Standalone Install
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...
29 Apr 2014
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...
25 Apr 2014
636-17060 - Sales Tracker/Sale Lite Able to see restricted opportunities
Summary: Company team restrictions do not carry over onto sales lite app Symptoms: An admin user that has 'Must be on company team' restrictions can still view all oppos for any companies not assigned to them on the sales app. Resolution: This has been Fixed in Sage CRM version 7.2e hotfix 3...
11 Aug 2014
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...
4 Jun 2014
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...
7 May 2015
632-17235 - Mobile user would like the option to create a communication with a personcompany linked to it
Summary: When using CRM through mobile, the user would like the option to create a communication with a person / company linked to it. This is possible by doing the following: 1. Navigate to Administration -> Customisation -> Communication 2. Select “iPhone” from the “devices”...
29 Apr 2014
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