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  • Wiki Page: 536-16833 - Account Field Context is not automatically set

    Summary: A loss of context issue may occur when creating a Task from a Case linked to an Account record. The issue occurs when the user navigates to the case via the Recent List, then creates the case. Symptoms: After creating the task, the Company and Person fields are correctly set with the context...
  • Wiki Page: 492-16799 - Error connecting to database when a language is specified in db.properties

    Summary: An incorrect parameter in your database connection string may prevent the CRMJ webapp from connecting to the database. The error given refers to an error connecting to the database - you may also get an error referring to CloneReportController. The error has only been observed where the SQL...
  • Wiki Page: 492-16787 - RecordAnchor tag in v7.2 redirects to Communications list

    Summary: Following an external RecordAnchor link to a specific record in CRM causes you to arrive at the Communications tab. Symptoms: The issue can be reproduced by creating a new email template using the #recordanchor# tag. For argument's sake, we'll use the Company entity. The mail body will...
  • Wiki Page: 492-15895 - How to: Using SSL between CRM and SQL Server

    Summary: A customer may have a requirement to use SSL to encrypt the connection between CRM and SQL Server. It's possible to set up SQL Server to use SSL encryption as per the document below: http://technet.microsoft.com/en-us/library/ms189067.aspx More info: The eWare DLL should just work once this...
  • Wiki Page: 492-16905 - How to: Reinstalling the Java runtime for CRM v7.2

    Summary: A query was raised regarding the Java Runtime Engine packaged with CRM v7.2: Given that the JRE installed with Sage CRM is not "installed" (it does not appear in the Java Control Panel), should the standard installer be used? The standard Java installer will register the JRE on the...
  • Wiki Page: 536-16918 - Error insert AR customer from Sage 300 ERP v2012 to CRM72b

    Steps to Reproduce: 1. Upgrade Sage CRM 7.1 SP2 to Sage CRM 7.2 B 2. Install Sage 300 ERP v2012 Integration for CRM 7.2 3. Add/Insert new A/R customer from Sage 300 Actual result (please include error message): Specific error: System.NullReferenceException: Object reference not set to an instance of...
  • Wiki Page: 492-16920 - Adding Regarding to an appointment results in updated meeting requests

    Summary: Adding a linked Company or Person record to an appointment always results in an updated meeting request being sent by the Exchange integration, eventhough the Exchange integration is set to not include the CRM info in the body and the Appointment synch direction is set to Bidirectional. The...
  • Wiki Page: 536-16924 - Access Denied error when exporting to CSV

    Problem Description: When using a quick Search for Companies or Persons then exporting the result to CSV. You receive an error that the export failed. In the logs you find: e.g. Nov 22 2013 11:19:57.345 5992 3580 1 ERROR generating excel file. Message - <diagnoses><errorMessages><errorMessage><info>com...
  • Wiki Page: 632-16925 - Dashboard not working 403.4 Error (SSL Request)

    Summary: Dashboards are not working and returning a 403.4 Error (SSL Request). Resolution: Do all the url checks: http://<server>/sdata/<crm>j/sagecrm/-/$schema http://<server>:10009/<crm>j/sagecrm/-/$schema http://<server>/sdata/Default.aspx http://<server>/sdata...
  • Wiki Page: 632-16958 - iPhone not synchronising

    Summary: No Contacts or Opportunities are being synchronised to the iPhone. Symptoms: Contacts and Opportunities not synchronising to iPhone when using the assigned / team synchronisation setting. More info: This is a known bug. This happens when the Sage CRM app settings on the iPhone are set to synchronise...
  • Wiki Page: 632-16959 - Appointments or tasks not synchronising to iPhone

    Summary: Calendar appointments / tasks not synchronising to the iPhone Symptoms: No appointments / tasks can be synchronised from the calendar in CRM to the iPhone. More info: This issue is currently with development and will be fixed in a future version of Sage CRM.
  • Wiki Page: 632-16969 - Clear Person on Order - Order doesn't work

    Summary: After searching for a Quote/Order if the user tries to carry out another search the company and person name search fields are populated with the search criteria from the previous search. Even when clear is selected and the user clicks find the names will reappear. Workaround: Go into Team CRM...
  • Wiki Page: 632-17036 - Giving a user &quot;info manager&quot; rights shows an error message in marketing section

    Summary: Giving a user "info manager" rights shows an error message in marketing section Symptoms: Set any user as an "info manager" and also give that user all of the extra info manager rights. Then log in as the user with the info manager rights, go to marketing and select an existing...
  • Wiki Page: 636-16941 - HOWTO: Solve broken document drop plugin problems in Internet Explorer

    Summary: Here are the steps you can follow to try and solve the problem of a broken document drop plugin. This only solves this issue in Internet Explorer, any other browser will be different. This is not a guaranteed fix for all document drop errors. Before you do any of this, it may just be disabled...
  • Wiki Page: 632-17049 - When syncing CRM with exchange it fails (after upgrade to 7.2).

    Summary: When synchronising CRM with exchange it fails. The following error is shown in the logs: SELECT COUNT(*) FROM (SELECT DISTINCT Pers_PersonId, Pers _createddate, Pers _updateddate, Pers _timestamp, Pers _deleted FROM vContactExchange WITH (NOLOCK) WHERE 1=1 AND 0 < (SELECT COUNT(*) FROM UserContacts...
  • Wiki Page: 492-17051 - Changing status of an Email Out task

    Summary: An issue was introduced in SAge CRM 7.2, whereby setting pending emails to "Complete" was no longer a single-step process. This issue was resolved with the release of the Sage CRM 7.2g patch. Symptoms: In v7.1, users could click the Complete link next to a pending email in order to...
  • Wiki Page: 636-17055 - Using an underscore in a primary entity name

    Summary: New Primary entity created with an underscore included in the name, 'Call_Log' for example. Symptoms: Some Dashboard gadgets not working, the list gadget is one. Cause: There seems to be a problem with primary entities containing an underscore in the name. Resolution: Do not use an underscore...
  • Wiki Page: 492-17089 - Long loading times on Workflow and Line Item screens

    Summary: Users may experience a delay when attempting to load screens that are launched using the jQuery load() function. This includes the Workflow and New Line Item screens. Symptoms: Poor performance may be seen when loading certain screens, especially when the user is not accessing CRM on a local...
  • Wiki Page: 492-17091 - Unable to convert between org.mozilla.javascript.NativeString and JAVA_OBJECT

    Summary: A locale error may prevent the successful saving of Date values by the CRM webapps. Symptoms: The described issue happened on a German install of Windows server, but was not described in other customer environments. On starting the CRMJ webapp, the following error was logged to the core.log...
  • Wiki Page: 632-17100 - Main menu button using a Custom URL redirects to that URL

    Summary: Setting up a new main menu button using a custom URL redirects to that URL instead of opening it in the CRM interface. Resolution: A workaround to this issue with be to create an ASP page and include the URL in this. Instead of using a custom url as the source for the main menu button, the user...
  • Wiki Page: 632-17117 - iPhone Dashboard button navigating to the home page

    Summary: Login to CRM with an iPhone, navigate to MyCRM and select dashboard button. The dashboard button takes the user back to home page but it should take them to the dashboard page. Status: This issue has been escalated to development and is scheduled to be resolved in version 7.2d which is due for...
  • Wiki Page: 636-17133 - Outlook integration: Security settings causing illegal user action error

    Summary: When adding a contact using the classic Outlook plugin, certain action security records may cause an "Illegal user action" error to appear in the ewaresystem.log. Symptoms: The following error message will appear in the interface when adding a Contact record in Outlook using the "Add...
  • Wiki Page: 536-17153 - Custom ASP page with embeded URL not scrolling on iPad

    Summary: An issue with early patches of 7.2 where custom ASP pages with embeded URLs are not scrolling correctly on the iPad. A simple example of such an asp page is detailed below. Tested on iPad 4th Gen, Safari with iOS 6.1.3. ASP code: --------------------------------------------------------- <...
  • Wiki Page: 536-17173 - Missing vertical scrollbar in custom ASP page

    Summary: On a custom ASP page that contained an iframe there were issues with the scrollbars on the iframe because of the javascript in the asp page was attached to the window.onload event. Cause: For example if you bind to the onLoad event using javascript: window.onload = function() { doLoad(); } It...
  • Wiki Page: 632-17212 - Screen resolution effects reports

    Summary: Running a report with the screen resolution set to 1280 x 720 causes the report to show on-screen with two scroll bars. Cause: This caused by setting the "Rows Per Page" option in the report to 20 or 10 instead of 0. Resolution: This is only an issue with Internet Explorer 10. It is...