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  • Media: GUMU for Sage CRM – Sage MAS 500 ERP Integration

    GUMU™ for Sage CRM - MAS 500 Integration is a real time bi directional integration between SageCRM and Sage MAS 500. *** Key features of Standard integration: *** - Customer Import: Import/synchronize Sage MAS 500 customers to create companies, addresses and people in SageCRM. Maintain Sage...
  • Wiki Page: 632-17651 - Disable swiftpage to enable mailchimp

    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...
  • Wiki Page: 632-17665 - Profile Menu Button Missing in Sage CRM 7.3

    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...
  • Wiki Page: 632-17670 - Save on Web Quotes and Orders does not respond

    Summary: On a Sage CRM 7.3 system integrated with Sage 200, a user can not add a new line item to a Web Quote or Order. Symptoms: When a user tries to add a new line item to a new quote / order the "Save" button in the new line item box does nothing. Status: This issue has been resolved in...
  • Wiki Page: 632-17672 - Sage theme cosmetic issue in 7.3

    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...
  • Wiki Page: 632-17673 - Mail Chimp - Error when Creating Campaign

    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...
  • Wiki Page: 632-17682 - Selling unit shows ID not name in Line items in Quote/Order

    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...
  • Wiki Page: 632-17684 - CRM iPhone app is not updating an integrated install of CRM correctly

    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...
  • Media: PowerMerge for Sage CRM

    Boost your productivity and create professional looking, high quality Word and PDF documents based on your CRM data. PowerMerge for Sage CRM is the next generation mail merge for Sage CRM. Fast, easy to use and based on configurable templates. Present your Sage CRM data the way you...
  • Wiki Page: 636-17688 - Howto: Change the SMTP password field to nvarchar(150) so that it can hold longer passwords.

    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...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • Wiki Page: 492-17714 - Resizing IE may cause page resubmission

    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...
  • Wiki Page: 492-17716 - Web to Lead: Values for some fields cannot be assigned

    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...
  • Forum Thread: Hiding Company top content phone number in 7.3

    Hello, How can I hide the Company screen top content phone number in 7.3? In this screen I had just change the translation from company to membership. Kindly help on this. Thank you. Regards, Weoili
  • Forum Thread: Sage CRM v7.3 Web Services : ID Field CaseId must be provided error

    Hi, I am using Sage CRM 2014 R2.4 Trial(CLoud) for testing purpose, so that we can have idea weather it fits our requirements or not. While executing UpdateRecord object I am getting " Failed to update cases successfully. ID Field CaseId must be provided for an update to this entity to be successful...
  • Wiki Page: 632-17769 - Campaign in Communication carried over from previous task

    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...
  • Wiki Page: 632-17775 - Failed to import bean definition when accessing Interactive Dashboard

    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...
  • Forum Thread: Help needed installing Sage CRM 7.3 SQL Database connection error

    Hello to everyone, i am dealing with the following issue. I am trying to install Sage CRM 7.3 on our local server and i am faced up with the following error. When i am at the step where the user has to connect to the database he want to use or create i always receive the same error (pls see the picture...
  • Wiki Page: 636-17820 - Regarding field is empty in communications for custom entities

    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...
  • 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...
  • Forum Thread: Workflow Validation Script

    Hi guys, I'm looking to use validation within a workflow rule within CRM v7.3 (fresh install) but I don't seem to be able to get it to work. Can anyone help? The scenario is that at a particular step within the workflow the user is presented with 4 checkboxes and they supposed to tick at...
  • Wiki Page: 632-17833 - Administration button not appearing in Sage CRM 7.3

    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...
  • Blog Post: Creating effective email campaigns with Sage CRM and MailChimp

    MailChimp is a fantastic email marketing solution that's integrated with Sage CRM 2015 R1 and Sage CRM 7.3 and lets you create online campaigns, send emails, and track results. Before you start working with MailChimp, your System Administrator must integrate Sage CRM and MailChimp, and configure...
  • 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: 687-17844 - OptOut Flag Mailchimp not set

    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...