Browse By Tags

  • Media: GUMU for Sage CRM - ACT! By Sage-Migration Tool

    GUMU for Sage CRM - ACT! is a migration solution that gives you the flexibility to migrate all data, in very few steps and a cost effective method. With the GUMU migration, you can have all your customer basic data such as company name, address, notes, opportunities as well as advanced data such as...
  • Media: GUMU for SageCRM/.com - Goldmine

    Goldmine users upgrading to Sage CRM or Sage CRM.com now can be a part of the Sage family quicker than before. With the data migration path provided by our GUMU solution, users need not worry about their task of moving the historical data into the new system. GUMU for Sage CRM - Goldmine (works with...
  • Wiki Page: 632-16812 - CSV Data Upload to a Multi Select field

    Summary: Unable to find companies from data upload multi select field. Steps to Reproduce: 1. Add a new multi select field in Customisation -> Company named comp_software and add a title. 2. Add some new codes - BI, CRM and ERP. 3. Add the field to the company summary and company find screens. 4....
  • Wiki Page: 632-16903 - Associating the Account Manager with their User ID in a Data Upload

    Summary: Associating the account manager with their user id in Data Upload does not work Symptoms: Happens with a company upload file with the fields Comp_Name, Pers_Last, Pers_Name and Account Manager The User ID in the Account Manager field is put into SpreadSheet In Mappings screen the Account Manager...
  • Wiki Page: 632-17041 - Data Upload Issue for Company Entity

    Summary: Data upload issue for the company entity. Symptoms: When performing a data upload for the company entity the following message is displayed when the option to Preview Data Upload is selected: The following fields must be mapped to... Person Email Fax Number In the mappings list there is no option...
  • Wiki Page: 492-17228 - Cannot import, export or use Exchange integration after enabling HTTPS manually

    Summary: An issue may arise whereby multiple features may cease working after HTTPS is enabled manually on the CRM web server. These features may include: Document exports Imports Exchange integration The interactive dashboards will likely continue to work. Symptoms: On attempting to export a document...
  • Wiki Page: 632-17252 - Data Upload issue: Check the file meets Data Upload Requirements

    Summary: When performing a data upload an error message is dispalyed. This is the error message for Sage CRM v7.2d: The following is the error message shown on Sage CRM 2014R1 (Cloud): Cause: The issue here was that there was a particular string in the upload file that caused this: '#N/A' Resolution...
  • Wiki Page: 632-17306 - Data upload issue: Invalid Integer Value on comp_primaryuserid

    Summary: When performing a data upload the following error is shown just as the data upload is nearly completed: Cause: The cause of this issue may be that the mappings for the field comp_primaryuserid may not be set up correctly. Resolution: The mappings should be set up like below if using the user's...
  • Wiki Page: 632-17308 - Company not added with Deduplication turned off

    Summary: A user performs a data upload for the Company entity with deduplication turned off, but certain companies are not uploaded. Cause: This is expected behaviour because if deduplication is disabled , data upload carries out a simple deduplication based on an exact match of Company Name, Person...
  • Wiki Page: 632-17338 - CRM crashes using an Oracle Database when performing a Data Upload

    Summary: When performing a Company Data Upload and processing duplicates using the option "Process Duplicates Interactively" CRM crashes during the upload. Symptoms: When doing the data upload the user has two options for duplicates when the option to "Process Duplicates Interactively"...
  • Wiki Page: 632-17382 - Problems uploading multiple addresses for company

    Summary: A user was trying to do company upload where a company had multiple addresses and had people attached to it with other addresses also. Symptoms: When doing the upload only the company address was getting uploaded. Cause: The cause of this was that the upload was not mapped correctly. Resolution...
  • Wiki Page: 632-17394 - Data Upload incorrectly creates address links

    Summary: Using a Sage CRM system integrated with Sage 200, perform a data upload for the company entity. Go into the database and search for a company that was uploaded. Using the company ID, check that an account record was created. Now check the address_link table. You will see that two links have...
  • Wiki Page: 632-17435 - Import person linked with account

    Summary: An install of Sage CRM is integrated with Sage Murano and when performing a company data upload the account is not linked to person or company. The code in CRM was never designed to handle the accounts entity in data uploads. Status: This issue has been raised to Product Management as an enhancement...
  • Wiki Page: 632-17491 - Sage CRM Bootcamp 2014: Supporting The Interactive Dashboard and Data Import / Export

    Summary: Below is a link to the Supporting The Interactive Dashboard and Data Import / Export Presentation from Sage CRM Bootcamp 2014. Download: Sage CRM Bootcamp 2014: Supporting The Interactive Dashboard and Data Import / Export
  • Wiki Page: 687-17847 - Date field issue during data upload with xlsx file

    Summary: When performing a data upload using an xlsx file and you are uploading data to a date field, there may be issues with the upload. For example if you have a custom field eg comp_dateTest added to the Company entity and you are uploading an xlsx that has data for this field you may encounter an...
  • Media: Data Upload Workbook

    The Data Upload feature of Sage CRM is a powerful tool that can save you time and resources when you need to add multiple new lead, company, or person records to Sage CRM or migrate data from Excel spreadsheets. This workbook contains tutorials that guide you step by step through the most common use...
  • Wiki Page: 710-18227 - Mass deletion of data

    Summary: Delete companies from database that doesn’t have any opportunities or leads assigned and persons that are not assigned to any company. Resolution: Update Comp_Deleted = 1 field whenever Oppo_PrimaryCompanyID and Lead_PrimaryCompanyID will not be equal Comp_CompanyId, and after that update...