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CRM Standalone Install
632-17061 - Issue deleting group emails
Summary: A user sends a mass email to a group. That user then goes into one of the person records that have received this email. They then view this under the communication tab and delete the email. The user then navigates to another person record that received the email but the email is not under the...
25 Apr 2014
632-17150 - How To: Get the address fields in an opportunity email template to show information on the address entity
Summary: This article shows how to get the address fields in an opportunity email template to show information on the address entity More information: Naviagate to Administration -> Customisation -> Opportunity -> Views -> vSummaryOpportunity. This is the original view: CREATE VIEW vSummaryOpportunity...
11 Apr 2014
636-17219 - Only one of 2 different people with the same email address will get mail if it is sent to that address
Summary: If two people in a list have the same email address and mail is sent to the list, only one person of those two will get mail. Symptoms: If mail is being sent to a list of people and two of these people have the same email address, the mail will only send once per email (duplication stops it...
20 Mar 2015
636-17268 - Report prints HTML code in the communication: email text field
Summary: HTML code can be seen in the communication: email text column in a report. Symptoms: If the 'Communication: email text' field is used in the report contents of a report, the text is in HTML format, and not in just plain text. Workaround: Copy the text from the column, paste it into notepad...
20 Mar 2015
632-17254 - Problems are occurring when filing emails using Chinese system locale
Summary: Problems are occurring when filing emails using Chinese system locale Symptoms: When filing an email using the Classic Outlook Plug-in with System Locale set to Chinese (Traditional, Hong Kong S.A.R.) the Chinese characters are displayed incorrectly in the email. Status: This issue has been...
14 Nov 2014
632-17447 - Outlook showing wrong Mail Manger Filing Address prefix
Summary: Navigate to Administration -> E-mail and Documents -> E-mail Configuration and set the below fields to the following: Allow send using Outlook: Yes Outbound E-mails should be filed by: E-mail Manager Enter a Mail Manager Server filing address Change the Mail Manager Server filing address...
20 Mar 2015
632-17484 - The Send Anyway Button not working in an email popup window
Summary: When sending a new email in a "popup" window the "Send Anyway" button is not working. Symptoms: When sending a new email to an email address (eg test.test.com) that is not located in CRM in a "popup" window the following message is displayed: “The following...
16 Jan 2015
492-17581 - .NET API: Sending emails using templates
Summary: A Sage CRM implementation project may have a requirement whereby an email must be sent from a screen built using the .NET API. More information: The MessageBlock object can be used to send emaisl where user interaction is required, i.e. the email edit screen is displayed. There is no native...
29 Mar 2016
492-17866 - Plain text emails: Path to local file is incorrect
Summary: In Sage CRM 7.2 and 7.3, it may be impossible to send a plain text email using Outlook. Symptoms: Either of the following error messages may be displayed: The path to local file is incorrect, please use Browse button to select file. Unable to open this file. Please check that the file exists...
8 Jul 2015
687-18016 - Duplicate communications are created when sending an email in a case
Summary: In a 7.2i CRM system, open a company and create a new case then save it. Go to the communications tab for the case and create a New Email from the actions list on the right menu. Ensure that the email is valid and then send it. Note that the communications tab now shows 2 identical communications...
13 Nov 2015
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