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Summary: Submitting a page when zoomed in greater than 100% may result in the data being sent twice. This can result in duplicate entries being created in Sage CRM. Symptoms: Any action where data is submitted may be affected; the example raised with the case was where new quotes are being created. This...

Summary: An issue may be encountered where certain fields on a web to lead form are always set to the same value on submission of a lead. Symptoms: Default values for Lead_Stage, Lead_Status and Lead_Priority are always set on new leads created via a web to lead form. This occurs regardless of whether...

Summary: Regarding field not pulling information on the custom entity record automatically when creating a communication for custom entity. Symptoms: The uncustomised regarding field only works correctly on primary entities. You must press the magnifying glass and search for custom entity record. Status...

Summary: If a CRM contact unsubscribes to your MailChimp campaign via the unsubscribe link the pers_optout field will not be updated to reflect that they have opted out of e-marketing campaigns. The information concerning their unsubscribing from MailChimp will however still be correctly stored in the...

Summary: A metadata issue exists within the Case_OpenedBy field in a standard Sage CRM install. This issue can be resolved via a SQL script. Symptoms: When Case_OpenedBy is added to a screen (such as CaseDetailBox), it may not be displayed correctly. The field will display, but some components (such...

Summary: A HTTP 500 error amy be displayed when navigating to the Sage CRM login screen after installing on Windows Small Business Server 2011. This issue is caused by ASP.NET ISAPI extensions installed on the default website. Symptoms: On navigating to the CRM login page, the following error message...

Summary: When trying to log into the Sage CRM Android App the following error message is displayed: "Some error has occured!" Cause: The cause of this issue is that the user that is trying login is not assigned to a team. Resolution / Workaround: Go to Administration -> Users -> Users...

Summary: A SQL error may be logged when matching a lead against a Company record. This issue is caused by an error processing match rules for the Person entity, when no person details are associated with the lead. This issue is reproducible in Sage CRM 7.2, or versions of Sage CRM 7.3 prior to patch...

Summary: Database locking or blocking issues may be seen in copies of Sage CRM integrated with Sage 200. these issues may be caused by the Quote Totals tabel level script on the Quotes entity. The issue can be resolved by amending the tbale level script. Symptoms: The issue may arise when synchronising...

Summary: A user logs into a new Sage CRM 7.3 install and can not see the option to switch to the classic dashboard. Resolution: This is "By Design". The classic Dashboards have been deprecated in Sage CRM 7.3. A system upgraded from Sage CRM 7.2 would still have them but for a new install they...

Summary: A user creates a new company in CRM and sends this compnay to X3 using the "Post to X3" function. Now when a user navigates to a X3 tab eg "X3 Customer" for this company the tab is bigger than that of a standard CRM tab eg "Summary" (see screenshots below). Symptoms...

Summary: To Change the default text style of the new email editor screen you need to modify the following file on the CRM server: (Please make a copy of this file before any changes are made) C:\Program Files\Sage\CRM\CRM\WWWRoot\Fckeditor\fckconfig.js If you open this file up in a text editor e.g. in...