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Summary: A customer may query which system actions in Sage CRM cause the system metadata to be updated. This is not an exhaustive list, but covers the majority of actiosn that can trigger refreshes. More information: A metadata refresh is carried out when the following system actions are carried out...

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...

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...

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: 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...

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: A customer may lock Sage CRM for customisation using the option available under Administration | System | Lock System . If they encounter difficulties with the password of the user who created the lock, they may be unable to log back into Sage CRM. More information: Running the following SQL...

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...

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...

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: 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...

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: 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...

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...

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: 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: 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: 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: 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: Sage CRM does not currently have a user interface option for removing report categories. A user may have a requirement to remove a report category created in error, or to delete one that is no longer used. Report categories can be removed by running the following SQL, then carrying out a metadata...

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...