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CRM Standalone Install
536-16823 - Date format user configuration
Summary: When using Sage CRM in French, the user date format may be restricted to mm/jj/aaaa. Symptoms: The problem can be reproduced by logging into CRM, and navigating to Administration -> Utilisateurs -> Configuration de l'utilisateur . After setting the Format de date de l'utilisateur...
16 Apr 2014
492-17089 - Long loading times on Workflow and Line Item screens
Summary: Users may experience a delay when attempting to load screens that are launched using the jQuery load() function. This includes the Workflow and New Line Item screens. Symptoms: Poor performance may be seen when loading certain screens, especially when the user is not accessing CRM on a local...
6 Oct 2016
636-17184 - Custom date fields changing date if included in a workflow rule in certain timezones
Summary: Custom date fields are changing date if included in a workflow rule in certain timezones Symptoms: If a custom "date only" field is included in a workflow rule in certain timezones the date will change when the workflow action is pressed on a sample record. Status: This has been stated...
9 May 2014
636-17230 - Record Anchor not working when used in a new email workflow action
Summary: Record Anchor not working when used in a new e-mail workflow action. Symptoms: When a record anchor like this: #recordanchor# Click Here #recordanchorend# is used in a new e-mail action in a workflow rule, the result is this text: Click Here (you need an html mail client to use this feature...
20 Mar 2015
660-17348 - Workflow actions not working correctly
Summary: Custom workflow action not working as expected. Symptoms: This happens when a workflow is created to edit a communication, for example to change the created date only. The save screen on that workflow option moves onto the Edit communication screen, but when you save again, the CRM system does...
14 Jan 2015
660-17507 - Translations on workflow rules
Summary: This issue is related to translations on workflow rules. Symptoms: The text that you see on a workflow rule is taken from a translation so you can translate the rule names into different languages. When you create a workflow rule, it creates the translation - it uses the text you enter in as...
14 Jan 2015
536-17575 - Question about converting a Lead into an Opportunity with multiple Opportunity workflows
Summary: When a Lead is Converted to an Opportunity it is not associated automatically with an Opportunity workflow, it needs to be progressed using the default "Accept/Reject" action buttons. More Information: If you have more than one workflow rule for an entity you can create an "Accept"...
14 Jan 2015
632-17582 - Cannot Delete workflow state or rule by dragging to the dustbin
Summary: When trying to delete a workflow state or rule by dragging them to the dustbin an error message is displayed: Symptoms: A user drags a workflow state or rule to the dustbin: The following error message is then dispalyed: Resolution / Workaround: The workaround for this issue is to click into...
20 Jan 2015
632-17585 - Unable to edit the workflow in certain instances
Summary: A user edits a Workflow in CRM, saves the changes and then activates the workflow. The user then clicks the main menu option: Symptoms: The user then clicks the Administration option on the same menu and the following is displayed: Cause: This page has remained locked for editing but this should...
20 Jan 2015
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