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  • Wiki Page: 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...
  • Wiki Page: 536-17345 - Exchange 365 support

    Summary: Looking at the latest Software Support Matrix, Office 365 is marked as supported for 7.1 SP2 and above. Can you confirm for me if exchange 365 supported for Exchange integration? Or does Office 365 in the matrix refer to the office products such as word, outlook & excel etc? Solution Yes...
  • Wiki Page: 660-17348 - Workflow actions not working correctly

    Summary: Custom workflow action not working as expected. Symptoms: This happens when a workflow is created to edit a communication, for example to change the created date only. The save screen on that workflow option moves onto the Edit communication screen, but when you save again, the CRM system does...
  • Wiki Page: 492-17354 - Sage CRM in virtualised environments

    Summary: A list of supported virtualised environments has been removed from the v7.2d support matrix. There is some confusion regarding whether virtualised environments are supported - they are. It is assumed that Sage CRM will work successfully in any virtualised environment - as with earlier releases...
  • Wiki Page: 632-17357 - Unable to open records in new tab/window

    Summary: When trying to open a record (person record) in another window/tab the Sage CRM login screen is displayed in the new window/tab. Cause: The casue of this issue is the removal of framsets in Sage CRM 7.2 Status: This issue has been fixed in Sage CRM 7.2e which has already been released
  • Wiki Page: 632-17358 - Runblock in AdminUsers menu is not displaying

    Summary: When adding a new runblock (CompanySearchBox) to the AdminUsers Menu ( Administration -> Advanced Customisation -> System Menus -> AdminUsers ) and then going into the Administration -> Users and clicking on this new option a blank screen is shown. The new block is not displayed...
  • Wiki Page: 632-17367 - Outlook Plugin using a User License

    Summary: A customer had a question about the Outlook Plugin using a user's License in regards to concurrent licenses. Resolution: There is three possible scenarios: 1. Using the plug-in to file emails or add contacts etc. uses 1 seat of a concurrent licence. 2. If the same user is simultaneously...
  • Wiki Page: 536-17370 - Advanced Customization Wizard Find and New Button dotNET

    Summary: An issue can occur when a user clicks on the New system menu button to create a DotNet custom entity in CRM 7.2. Symptoms: When the new button is clicked an IIS error page is displayed "403 error trying to browse a folder." Cause: 1. Use the advanced customisation wizard in component...
  • Wiki Page: 536-17371 - Advanced customization wizard crashes

    Summary: When creating a custom entity using the Advanced Customisation Wizard, if you specify an entity name that's longer than 21 characters and choose "Workflow" as an option you will receive an error message and your entity will not be created Symptoms: You will receive an error message...
  • Wiki Page: 492-17373 - Custom URL tab action throws error when New Window option is selected

    Summary: Adding a custom tab with an action of customurl , and setting it to open in a new window may result in an error message being displayed. Symptoms: On selecting the custom tab, the script error below will appear either onscreen, or in the developer console: Message: Unable to get property 'SelectNewWin'...
  • 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: 632-17390 - Could not manually Register CRM

    Summary: A user navigates to Administration -> System -> License Key Details and clicks on the option to Manually Register the License key for this install (shown below). Symptoms: When the user enters all the required information on the Sage CRM Product Registration page and clicks "Submit"...
  • Wiki Page: 632-17391 - An email with an attachemnt has failed to file to CRM

    Summary: A user tries to file an email with an attachment using the Classic outlook plugin but the error message below is displayed and the email is not filed in CRM. Cause: The cause of this issue is that the attachment has an ampersand (&) in its name eg 'Sage CRM Install & Upgrade Guide...
  • Wiki Page: 632-17394 - Data Upload incorrectly creates address links

    Summary: Using a Sage CRM system integrated with Sage 200, perform a data upload for the company entity. Go into the database and search for a company that was uploaded. Using the company ID, check that an account record was created. Now check the address_link table. You will see that two links have...
  • Wiki Page: 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...
  • 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: 632-17424 - Associated order number for quotes in Opportunity is wrong

    Summary: A user creates a new opportunity in CRM and then creates a quote as part of the opportunity. The user then converts the quote to an order. The user navigates back to the opportunity that has been created and selects the quotes tab. From the quotes summary screen, the user clicks the "Associated...
  • Wiki Page: 632-17429 - Opportunity Mail Merge not showing Opportunity ID

    Summary: A user creates a new email template for opportunities that includes the following merge fields: Description: #oppo_description# ID: #oppo_opportunityid# Symptoms: When this template is used on an opportunity the following results are displayed: Description: Training solution for 40 users ID...
  • 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: 632-17447 - Outlook showing wrong Mail Manger Filing Address prefix

    Summary: Navigate to Administration -> E-mail and Documents -> E-mail Configuration and set the below fields to the following: Allow send using Outlook: Yes Outbound E-mails should be filed by: E-mail Manager Enter a Mail Manager Server filing address Change the Mail Manager Server filing address...
  • 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: 632-17460 - CRM Screen's Wont Render Correctly After Upgrade

    Summary: After upgrading from Sage CRM 7.1 to Sage CRM 7.2 and loging in to Sage CRM for the first time, the screen appears to have not loaded correctly and none of the links on the page work. Cause: The case of this was an incorrect value kept in one of the Custom_Sysparams. If you run the following...
  • Wiki Page: 492-17470 - java.lang.OutOfMemoryError: Java heap space

    Summary: An issue may occur when running exports from Sage CRM where the default heap memory allocations for the JRE have been altered. Symptoms: The following error is logged to the localhost.log in \CRM\tomcat\logs\: Jun 26, 2014 3:14:08 PM org.apache.catalina.core.StandardWrapperValve invoke SEVERE...
  • Wiki Page: 632-17475 - Multi-Select Field on Tablet only selecting one selection

    Summary: When using a newly created Multi-Select field on Tablet (iPad / Android) only one selection option can be selected at a time. Symptoms: The multi-select field is working like a single select field on a tablet device. Resolution / Workaround: The workaround for this issue is to use the Desktop...
  • Wiki Page: 492-17482 - Login prompt for classic Outlook plugin when IIS autologin enabled

    Summary: This issue affects users of the classic Outlook plugin where IIS auto login is being used. On filing an email to Sage CRM from Outlook, a login prompt is displayed. Symptoms: The login prompt will only allow a user to log in if they use the password stored on the CRM database, rather than the...