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Summary: User Select fields in Sage CRM can be displayes in one of two ways within Sage CRM. Which format is used depends on an entry on the CustomSysparams table named DropdownThreshold. More information: When linking a Sage CRM entity record to a user, a particuklar type of field is used. This field...

Summary: Certain textarea fields responsible for customisation input may have a MaxLength property applied to them when Internet Explorer is used. The database columns backing these fields typically use an nvarchar(max), so users are preventing from entering valid input into these fields. Symptoms: On...

Summary: On attempting to send an email from a template in Sage CRM, an error may be displayed. the issue does not affect the sending of emails that are not templates, or when a default template is selected. When a recipient has been entered, and the Send E-mail button is selected, the following error...

Summary: Create a custom entity, called Test for example, then create a simple view on this entity. Ensure that the entity and view are sdata enabled. Now create a simple report based off of this view. Navigate to a company, eg: Gatecom, and select the dashboard tab. Create a new list gadget based on...

Summary: Time selection drop down menus will not work in Sage CRM 7.3c when Compatibility View is enabled. Symptoms: The issue can be observed on either the New Task or New Appointment screens when the dropdown associated with the time part of the Due Date/Time field is selected. When dunctioning, the...

Summary: If you create a connection to an external database, then a table connection based on the external database the Custom_Edits table will not auto populate with the fields from the external table. Symptoms: Custom_Edits table is not automatically updated with the fields from an external table when...

Summary: Create a new email template that contains a merge field in the subject line. Symptoms: Whe a user creates a new email using this template the merge field is not populated in the subject line. Status: This issue has been resolved in Sage CRM 7.3c Hotfix 1. More information: This issue is happening...

Summary: In a Sage 200 integrated system when you create a new lead then use the option to 'Add or Find this Company' the popup screen will not contain the relevant data from the parent window, the form fields will be blank: Symptoms: The popup that appears when you use the 'Add of Find this...

Summary: Open a case from the find button and close it, immediately after that go to case list gadget (user created) with workflow enabled, it is linking it to previously opened case reference Id on the top context Symptoms: This is happening in a particular scenario when we are opening any random case...

Summary: After upgrading an iPhone to iOS 9 the Sage CRM App crashs. Symptoms: After a User logs into CRM via the iPhone App and uses the top navigation menu the App crashs Status: This issue has been resolved in Sage CRM iPhone App version 2.0.5 which was released on the 12th November 2015. https:/...

Summary: In 7.3c when attaching a file to an email in the email editor the body of your email, including the 'To', 'Subject', 'CC, and 'BCC' fields, will be erased after the attachment is uploaded. Symptoms: Uploading an attachment in the email editor erases any email content...

Summary: An issue may arise when users have the "Use AM/PM" option set to Yes, and save a time value with no space between the time and the AM/PM part. Symptoms: As an example, if a user were to save the time an opportunity were opened as "12:00PM" (as distinct from "12:00 PM"...

Summary: When you are sending an email to a group and you are using a template, the email subject will not be included in the email template. For example if you add a subject to the 'Standard email' template then choose a group (eg: US East Contacts) and choose 'New Email' from the actions...

Summary: If you disable the deduplication check you may get context issues when creating new people under to company context. For example go to 3G Homes and create a new Person. Now navigate to A Midland & Sons and create another new Person. Note that the top content displays 3G Homes rather than...

Summary: Users may experience issues including complex HTML content in emails after upgrading to Sage CRM 7.3. This issue is caused by a new feature within the CKEditor WYSIWYG editor, which can be disabled. Symptoms: When creating complex email messages, many users will use an external HTML editor such...

Summary: When using the client-side API's addButton method, leaving out a parameter may result in a button not displaying correctly. Symptoms: Instead of a working button appearing, with the correct label, a button may display "[object Object]". If using the Sage theme, a placeholder will...

Summary: When using IIS auto-login, users may find that they are prompted for a username and password when using the Classic Outlook plugin. This only occurs when Anonymous authentication is disabled (as is correct for a CRM install using IIS auto-login). The Classic Outlook plugin does not support IIS...

Summary: Exporting certain reports to XLSX may result in the exported document's cells being set to an incorrect format. This is a bug, resolved in 7.3 SP2. Symptoms: The issue here is that the user’s date and time format is being applied to the majority of non-integer fields when exporting...

Summary: On adding a list gadget to an interactive dashboard, the following error may appear: An error occurred when attempting to load data from CRM This errow will appear only once, and will prevent a list of source entities from loading for new list gadgets. Symptoms: The following exception may appear...

Summary: The customer was able to connect via X3 connector on version 7 of X3. Then they upgraded and installed version 9 (U9) of X3 and upgraded the connector to 2.0. After the setup of the connector, when testing the web service on WSCUSTOMER or any other object. The error was: <ERROR>The request...

Summary : Flash charts are not visible when exporting reports to PDF. Symptoms: Adobe Flash is "blocked" on Server OS 2012 or higher and to "unblock" it you need to: Enable Desktop Experience on Windows Server 2012 1. Solution: 1. Open Server Manager and click Add Roles and Features...