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  • Wiki Page: 632-17831 - Company Name with double quotes not displaying correctly

    Summary: Login via an iPad using the mobile theme and search for a company with double quotes in its name eg "A Test" The company name will not be displayed correctly on the search list. Symptoms: The company name will be dispalyed like this: Resolution / workaround: A workaround at the moment...
  • Wiki Page: 632-17834 - LicenseKeyUpdate.exe not updating license key

    Summary: There is an error when updating the license key when using LicenseKeyUpdate.exe. Symptoms: The following error message is displayed: Resolution / Workaround: A possible workaround is to update the license key manually in the database and registry. The license key can be found in the database...
  • Wiki Page: 492-17873 - When was the LinkedIn integration released?

    Summary: Sage CRM has an in-build integration for LinkedIn. It was introduced in Sage CRM 7.1. Linking between Person list gadgets and LinkedIn profiles is present in all supported versions (at time of writing 7.1, 7.2 and 7.3).
  • Wiki Page: 632-17916 - Date Fields are blank on Tablet

    Summary: Create a new "date only" field in opportunity and add it to the Mobile Opportunity screen. Now log into CRM via a tablet and create a new opportunity and put a date into the newly created "date only field" and save. Symptoms: After saving the new opportunity the new "date...
  • Wiki Page: 687-17922 - Info Manager unable edit user preferences

    Summary: An info manager with all rights is not able to edit another user's user preferences. If an info manager selects the user from the administration menu the preferences tab will not be visible. Symptoms: Only a system administrator can edit another user's preferences, not even an info manager...
  • Wiki Page: 492-17944 - Exchange Plugin Error 365 (64-Bit)

    Summary: An error may be displayed when attempting to install the Exchange Lite plugin on Microsoft Office 2013 Professional Plus x64. The installer is unable to detect the version of Outlook installed on the system. Symptoms: The issue affects the offline version of Office downloaded as part of an Office...
  • Wiki Page: 492-17958 - Sage CRM Exchange integration - Exchange 365 plans

    Summary: The use of Office 365 and Exchange Online is supported as part of the Sage CRM Exchange integration. However, it may not be clear from documentation which plans available for Exchange Online are supported with the integration. More information: Almost all Exchange Online plans are supported...
  • Wiki Page: 492-17959 - File Email button missing after upgrade

    Summary: A user may find that they are missing the "File E-mail" button when using the Exchange Lite plugin. The issue may only appear after upgrading to Sage CRM 7.3. It is resolved by disabling Compatibility View for the Sage CRM website. Symptoms: Initially, a user will find that the first...
  • Wiki Page: 492-17964 - Error exporting reports when proxying requests to Sage CRM over a different port

    Summary: Errors exporting reports to Excel (or other Apache POI-provided formats, such as Excel CSV) may occur when using Sage CRM behind a reverse proxy or router. This issue can occur when the port being used to access CRM externally does not match the HTTP port being used on the CRM web server. Symptoms...
  • Wiki Page: 492-17967 - Web to Lead: Lead_Opened field

    Summary: After adding the lead_opened datetime field to a web to lead form, leads may be created in Sage CRM with a default time of midnight UTC. The date portion of the datetime field will be unaffected. Symptoms: The issue can be reproduced by creating a web to lead form containing the lead_opened...
  • Wiki Page: 492-17968 - Custom content for Custom Entities

    Summary: A script error may occur when adding Custom Content scripts to the Top Content screens for custom entities. Symptoms: On adding some basic JavaScript to the Top Content area for a custom entity, a range of errors may be displayed. These can include the following: Unterminated string constant...
  • Wiki Page: 687-18004 - Cmli_Comm_Accountid field does not populate in a Sage 200 integrated system

    Summary: In a Sage 200 integrated CRM system the cmli_comm_accountid field does not populate after you have created a new communication. For example if you create a new communication under an existing integrated company then check the Communication and Comm_Link tables. You will note that the cmli_comm_accountid...
  • Wiki Page: 492-18029 - Issue with uploading data, exporting to Excel / CSV and sending to MailChimp group

    Summary: An issue has been introduced in Sage CRM 7.3c whereby uploading data, exports to Excel or CSV, or actions involving MailChimp are never completed. All versions of Sage CRM between 7.3GA and 7.3 SP1 may be affected. Symptoms: A user may carry out an export, and the screen will appear to pause...