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Quotes / Orders
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...
13 Apr 2016
492-17974 - QuoteTotals TLS Causes poor SQL Performance
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...
15 Sep 2015
492-17989 - Deleting report categories
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...
24 Sep 2015
695-18047 - Document Upload retaining Opportunity Context
Summary: On attempting Document Upload in Case context immediately after doing it on Opportunity Context for same company, the document uploaded against case is also getting linked to that opportunity. This is happening since the url is still containing opportunity id (Key7) when user is on case context...
14 Mar 2017
695-18165 - Fields are not merging if they are not included in group content / columns
Summary: The customer wants to do Mailmerg for groups. The problem is that some fields of the view were not merging. More information: Mailmerge for one singel Person was working fine. (vMailMerge is used). If they start the Mailmerge via advanced search the Mailmerge is working fine. (vSearchList Person...
13 Mar 2017
695-18195 - Unable to view charts when Exported to PDF
Summary : Flash charts are not visible when exporting reports to PDF. Symptoms: Adobe Flash is "blocked" on Server OS 2012 or higher and to "unblock" it you need to: Enable Desktop Experience on Windows Server 2012 1. Solution: 1. Open Server Manager and click Add Roles and Features...
10 Apr 2017
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