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  • Wiki Page: 536-16813 - Integration with Sage Murano: Premature End of File error

    Summary: An issue may arise on attempting to migrate a copy of Sage CRM integrated with Sage Murano to another machine. After carrying out the migration, the integration was enabled. This resulted in an error being written to the logs. No misconfiguration errors were displayed on-screen, however the...
  • Wiki Page: 536-16823 - Date format user configuration

    Summary: When using Sage CRM in French, the user date format may be restricted to mm/jj/aaaa. Symptoms: The problem can be reproduced by logging into CRM, and navigating to Administration -> Utilisateurs -> Configuration de l'utilisateur . After setting the Format de date de l'utilisateur...
  • Wiki Page: 492-16667 - How to: Creating a custom merge to Excel

    Summary: A customer had a requirement to merge data from Sage CRM to Excel. Currently, Sage CRM only supports mail merges to Word - they were wondering if this is possible with a custom ASP page. How to: There are a number of ways of generating XLS files from a classic ASP page. Here's a couple of...
  • Wiki Page: 536-16726 - Sage CRM Component Manager - new Phone types

    Summary: Adding a new phone type (e.g. a new "Mobile" type) using a Component Manager script will result in redundant columns being added to the Phone table in Sage CRM. Symptoms: The issue can be reproduced by following the below steps: 1. Create a new Component, in the Component Manager,...
  • Wiki Page: 536-16923 - Select Search Advanced issue with 71G

    Steps to Reproduce: 1.Create a new person search select advance field (oppo_agent) and add it to the opportunity web picker screen. 2. Find an opportunity that's not associated with a Person & click "Change" 3. Click on New Person and enter in person details select Save & Continue...
  • Wiki Page: 605-16738 - Sage CRM Email Template behavior on reply to 'E-mail in' Communications

    Summary: Create a new default email template and then navigate to an email and reply to it. Symptoms: Email template is loaded but the original message and added text disappears. The Email template should keep original email and added text. Workaround: Upload an image prior to modify text of email and...
  • Wiki Page: 492-16974 - Adding custom time zones may prevent the CRMJ webapp from starting

    Summary: Adding custom time zones to the TimezoneDelta caption family on Custom_Captions may result in the CRMJ webapp being unable to start. Symptoms: An error similar to the one shown below will appear in the localhost.log: SEVERE: Exception sending context initialized event to listener instance of...
  • Wiki Page: 636-17040 - Filing emails to CRM that were sent to distribution lists

    Summary: When filing an email that has been sent to a group / distribution list, only the last name of the list is shown in the communication. Symptoms: Once the email is filed using the Lite Outlook Plugin to CRM the communication only shows the display name of one of the recipients in the 'To:'...
  • Wiki Page: 536-17048 - HTTP 401.5 using IIS autologin

    Summary: A login prompt may appear when logging into CRM using IIS autologin. On entering a username and password, a 401.5 (Unauthorized) error page may appear. Resolution: This issue may be caused by having Anonymous authentication enabled on the CRM virtual directory in IIS. When using IIS autologin...
  • Wiki Page: 605-16646 - Custom Entity Mail Merge

    Summary: A custom entity may be created in Sage CRM using the advanced customisation wizard without selecting the options "Has library or has communications". Can the mail merge feature be added to this entity at a later date without recreating the custom entity? Workaround: Yes, this is possible...
  • Wiki Page: 492-17071 - ObjectNotFoundException on startup - No row with the given identifier exists

    Summary: References in the Custom_Tables table to non-existent entries on the Custom_Databases table may cause the CRMJ webapp to throw an error on startup. Symptoms: The following error is logged to the stdout.log in \CRM\tomcat\logs Exception in thread "Thread-13" org.hibernate.ObjectNotFoundException...
  • Wiki Page: 605-16652 - Team CRM Calendar is not listing Tasks unassigned to any users

    Summary: Create a Task in CRM and assign this task to a Team and to a User. Remove the User information from this task and only let a Team be attached to this task. Symptoms: Then this task disappears from User's My CRM Calendar. But this task also disappears from Team CRM Calendar. Workaround: The...
  • Wiki Page: 636-17088 - Document drop icon missing

    Summary: Issue with Document drop not working as it is not loading properly Symptoms: The Document drop icon is missing but the text remains. Dragging a document onto the icon does nothing. Cause: A request to load some Javascript needed by the plugin was resulting in an error 500. This happened because...
  • Wiki Page: 605-16505 - How to customize a logo in Sage CRM?

    Summary: One common method of customising the Sage CRM logo is to replace ewaretopleft.jpg with a custom image in \CRM\CRM71\WWWRoot\Themes\Img\Color\Logo. However, after installing a new Sage CRM patch, this change may be reverted. Resolution: The correct method of updating a customer’s logo in...
  • Wiki Page: 492-16447 - Error 400 accessing the SDATA schema URL

    Summary: All requests to the SDATA schema URL using the hostname return an error 400 (Bad Request). Requests to localhost work correctly: • http://localhost/sdata/default.aspx?r=/sdata/test.html • http://localhost:[Tomcat Port]/[CRM Install Name]j/sagecrm/-/$schema • http://localhost/sdata...
  • Wiki Page: 492-17112 - Mail merge error with IIS autologin

    Summary: An issue with mail merges may arise when IIS autologin is enabled. Symptoms: The following error message is displayed in the Sage CRM logs: "User with a username xxxx not found in CRM" "User not logged" This issue is caused by Tomcat attempting to check for an active user...
  • Wiki Page: 605-16402 - Sage CRM Outlook plugin and synchronization of private appointments from Outlook.

    Summary: Using the Sage CRM Outlook plugin, private appointments are not synchronized since Sage CRM v7.0 SP1. If you set up a normal appointment in Sage CRM and synchronize it with the Sage CRM Outlook plugin, this appointment will be created in Outlook. If you updateset this appointment to private...
  • Wiki Page: 608-17172 - Sage CRM displays duplicate appointments after synchronizing with Microsoft Outlook

    Summary: 1-Create an appointment for 3 people in Microsoft Outlook (these 3 people must be Sage CRM users). 2-Synchronize Microsoft Outlook with Sage CRM. 3-Sage CRM will display all users against this appointment. More information: Looking at a list of appointments in Sage CRM, if you have rights to...
  • Wiki Page: 536-17176 - Old Swiftpage data not synced into CRM

    Summary: We have an issue with one of our clients not getting sync information from Swiftpage at all. We fixed the issue by modifying the file syncengine.properties in the tomcat/webapps/crmSPSyncEngine/web-inf/ folder. The CRM user password there needs to be updated. However, only the new campaigns...
  • Wiki Page: 536-17189 - Web services: Logon using soapUI sample request causes access violation

    Summary: When using soapUI 4.5.1 to generate sample requests to the CRM web services endpoint. After calling the Logon method, an access violation is returned from CRM in the response. Symptoms: The request used was as follows: <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap...
  • Wiki Page: 492-16252 - How to: Add CCs and BCCs to emails sent using Email Manager

    Summary: A customer may have a requirement to add CC and BCC addresses to emails sent out by the Email Manager. This can be done by adding the following to your SendMail function: eMail.CC.AddAddress("user1@test.com", "User 1"); eMail.BCC.AddAddress("user2@test.com", "User...
  • Wiki Page: 492-16471 - Limiting keyword search logging

    Summary: A customer may have a requirement to limit the amount of logging carried out by the CRM Indexer Service. It is possible to remove old log file entries using a scheduled task. Resolution: The following command can be scheduled using the Windows Task Scheduler: forfiles /P "C:\Program Files...
  • Wiki Page: 632-17232 - Outbound call list screens not displaying in New Wave Activity

    Summary: If you select a New Wave Activity with the activity type set to "Outbound Call", the outbound call screens do not display. Cause: This was caused by the Outbound Translation being changed. Resolution: Navigate to Administration -> Customisation -> Translations. Search for the...
  • Wiki Page: 492-16608 - How to: Change the default font used when composing emails

    Summary: A customer may have a requirement to change the default font for the email editor (FCKeditor). By default, the email editor will default to Times New Roman. Workaround: This can be modified for each user theme. The default font for the text editor is set in \CRM\WWWRoot\Themes\FCKeditor\ theme...
  • Wiki Page: 632-17238 - Has Attachement Icon missing from Communication List

    Summary: If an user adds a new field to the "Communication To Do List" the icon for "Has Attachment" does not display anymore. A "Y" is shown instead. Resolution / Workaround: If you carry out the following queries the problem should be solved: select * from custom_lists...