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  • Wiki Page: 492-17113 - How to: Relink orphaned email records originating from the Outlook Exchange Lite plugin.

    Summary: By default, if you file an email from the Outlook Exchange plugin to CRM without linking it to a Person or a Company record, this record will become an orphan, and will be difficult to find in CRM. This KBA outlines a method for a) Making the orphaned emails easier to find b) Linking them to...
  • Wiki Page: 536-17192 - SQL 2008 Runtime Version for CRM

    Summary: Does Sage provide SQL 2008 Express Runtime version with CRM? Answer: No, we do not provide the SQL 2008 Express Runtime Edition. A link below showing comparisons of the different editions http://msdn.microsoft.com/en-us/library/cc645993(v=SQL.105).aspx There is a build specific to runtime called...
  • Wiki Page: 492-16511 - Loss of focus on CTI hangup

    Summary: Hanging up an inbound call when using CTI will cause the CTI frame to retain the active window. Steps to Reproduce: 1. Install CTI, and set up a user as a CTI user. Set the default CTI screen to Company. 2. Logon as a standard user, using the demonstration or test database 3. Simulate an incomming...
  • Wiki Page: 632-17648 - HOWTO: Filter by user select fields on interactive dashboard list gadgets

    Summary: The customer had the requirement of being able to filter by user select fields on ID list gadgets. Example: Create a new dasboard gadget based on the Team Opportunities report. You will not have the option of filtering by Opportunity -> Assigned To or Company -> Account Manager . Issue...