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Companies / People
CRM Standalone Install
492-16076 - Exchange, file email when contact not in CRM
20 Mar 2015
536-17010 - Sage 200 CRM: Editing a Person's phone number may update an unrelated Account's phone
Summary: An issue may arise when editing phone numbers in an integrated copy of Sage CRM with Sage 200. The issue may result in the wrong phone number being updated through the interface, and will only be observed when the SuppressAccounts entry on Custom_Sysparams is set to "Y". Symptoms:...
15 Jul 2014
632-17344 - Opportunity Quote Totals Not Updated When Using the Sage 200 Form-Launched Quote
Summary: A user creates a new opportunity in CRM on a company that is linked to a Sage 200 ERP. Symptoms: From the Quotes tab on the Opportunity, the user creates a Quote using the CRM form option. Note that on the Opportunity Summary tab at the bottom, the ‘Total Quote Value’ has been updated...
26 May 2015
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...
14 Nov 2014
536-17654 - Access violation error when creating new company with Sage 200 integrated system
Summary: On a Sage 200 integrated Sage CRM system when a user tries to create a new company, the following error message appears on screen: An unexpected event has occurred: EAccessViolation: Access violation at address 1A005D55 in module 'eware.dll'. Read of address 00000056 Resolution: This...
17 Nov 2015
632-17775 - Failed to import bean definition when accessing Interactive Dashboard
Summary: After upgrading Sage CRM 7.2 to version 7.3 that is integrated with Sage 200 there is an issue with the Interactive Dashboard. Symptoms: The following error message is displayed: Resolution: To upgrade to Sage CRM 7.3a. Status: This issue is not reproducible in Sage CRM 7.3a. More information...
13 Nov 2015
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
687-17986 - Add or Find company popup for a new lead does automatically fill the form fields for a Sage 200 integration
Summary: In a Sage 200 integrated system when you create a new lead then use the option to 'Add or Find this Company' the popup screen will not contain the relevant data from the parent window, the form fields will be blank: Symptoms: The popup that appears when you use the 'Add of Find this...
13 Nov 2015
687-18004 - Cmli_Comm_Accountid field does not populate in a Sage 200 integrated system
Summary: In a Sage 200 integrated CRM system the cmli_comm_accountid field does not populate after you have created a new communication. For example if you create a new communication under an existing integrated company then check the Communication and Comm_Link tables. You will note that the cmli_comm_accountid...
13 Nov 2015
SEI Sage CRM Templates Installation Guide
Sage CRM Team
The guide explains how to configure the Sage Enterprise Intelligence (SEI) data source environment for Sage CRM, and how to import the Sage CRM templates into SEI. Revision: SEI_DST-ENG-72-1.0 Updated: May 2016
23 Feb 2016
720-18131 - TimeZone issue in User Preferences Screen
Summary: When making an amendment to the User Preferences screen of a user profile in Sage 200 CRM or Sales, Marketing and Service for Sage 200 Extra. An error may be displayed advising “ Your time zone is not available. Please choose another ”. Cause: We have seen a significant increase...
30 Mar 2017
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