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CRM Standalone Install
636-17267 - Security Issue when attaching documents to opportunities
Summary: Users with no permission to opportunities can see the documents attached to the opportunities Symptoms: This happens when a user has no permission to view opportunities If an one of these opportunities has any documents they can be seen by the user as long as they have access to the documents...
20 Mar 2015
636-17316 - HowTo: Alter column widths for date/time fields in list menus
Summary: Date/time field column widths are automatically resized in list screens More information: This is by design, but a workaround has been created if users would like all of the column headers to be resized equally. This workaround is as follows: There is a width on the date columns that can be...
3 Feb 2015
632-17344 - Opportunity Quote Totals Not Updated When Using the Sage 200 Form-Launched Quote
Summary: A user creates a new opportunity in CRM on a company that is linked to a Sage 200 ERP. Symptoms: From the Quotes tab on the Opportunity, the user creates a Quote using the CRM form option. Note that on the Opportunity Summary tab at the bottom, the ‘Total Quote Value’ has been updated...
26 May 2015
660-17411 - Opportunity pipeline not working correctly
Summary: Opportunity Pipeline Graphic not working / not filtering correctly. Symptoms: The pipeline filters once when clicked but then does not filter again. The side filter menu works ok. If the pipeline graphic is clicked more than once nothing happens. Cause: Seems to be a problem with document.EntryForm...
26 Aug 2014
660-17514 - Fields in the topcontent for opportunity are 0,0000
Summary: Zero's(0's) appearing in top content of Opportunity screen or figures in top content of Opportunity screen are showing as zero. Resolution: Workaround for where Zero's(0’s) are appearing in your top content in Opportunity. 1. Browse to: Administration -> Customisation ->...
14 Jan 2015
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