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Summary: A user has a Swiftpage E-marketing account setup but instead now wants to use Mail Chimp e-mail marketing solution. Symptoms: When the user tries to set up the their Mail Chimp account the following error message is shown: Resolution / Workaround: There is a workaround for this issue: 1. In...

Summary: A user computer is set up to view Sage CRM 7.3 in compatibility mode in Internet Explorer 11. Symptoms: The user trys to navigate to the Administration screens or their user prefences by selecting the button in the top right hand corner of the screen. They are unable to do so as this button...

Summary: Under user preferences an admin user changes their Preferred Theme from the "Contemporary" theme to the "Sage" theme. Symptoms: When the admin users logs back into CRM using the "Sage" theme and navigates to the administartion area of CRM the page layout is incorrect...

Summary: When creating a new Mailchimp campaign the following error message is displayed: Symptoms: The Mailchimp campaign was created with the following details: Cause: The cause of this issue was that the "From name" was an email address but it should have been just a name. This can be seen...

Summary: On a new install of Sage CRM 7.3 integrated with Sage 200 2015 the "Selling Unit" is not displayed correclty after adding a new line item to a quote or order. Symptoms: After adding a new line item to a quote or order the "Selling Unit" is displayed with its ID instead of...

Summary: You cannot create an opportunity for a Company/Person on an integrated install of Sage CRM 7.3GA that has been added to CRM via the iPhone App. Symptoms: A user selects "Adds to CRM" option on a Phone contact on the Sage CRM iPhone App. A user then logs into Sage CRM via a browser...

Summary: When creating a new task under a company the wave activity field is holding its context from the last task created. Symptoms: When creating a new task a user selects the option to "Show Campaigns" and a user then links a wave activity to this task. When a user goes to create a new...

Summary: After upgrading Sage CRM 7.2 to version 7.3 that is integrated with Sage 200 there is an issue with the Interactive Dashboard. Symptoms: The following error message is displayed: Resolution: To upgrade to Sage CRM 7.3a. Status: This issue is not reproducible in Sage CRM 7.3a. More information...

Summary: In the new contemporary theme for Sage CRM 7.3 the administration button is not displayed in the top right hand corner of the screen. Cause: The cause of this issue is that a report had an Apostrophe ( ' ) in its name for example: Manager's Report. Resolution / Workaround: There is a...

Summary: After installing a copy of Sage CRM onto an instance of Microsoft SQL Server using the Latin1_General_Bin collation, you may find that the CRM webapps cannot connect to the database. This is due to Latin1_General_Bin being a case-sensitive collation, and a setting in the db.properties being...

Summary: A users deletes a customer in CRM that was previously synced with X3, but the next time CRM is synced with X3 the customer record is recreated in CRM. Resolution: This is woring as expected, deletions are not synced between X3 and CRM. The user must delete the record in both in X3 and CRM.

Summary: How to set SMTP password field length to 150 characters to hold longer passwords. Symptoms: This is for installs where a SMTP password with more than 50 characters needs to be used. Resolution: The following is the steps to make this change: 1. Run this script on the database in question to...

Summary: By default, numeric fields in Sage CRM (fields with an EntryType of 32) are not displayed using separators of for multiples of 1,000. Separators are only used for Currency fields within the system. Customers may wish to use thousand separators in the product; these can be added using a straightforward...