Browse By Tags

  • Wiki Page: 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...
  • Wiki Page: 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...
  • Wiki Page: 636-17105 - Errors when deleting a workflow state

    Summary: Errors are occurring when a user tries to delete a workflow state by dragging it into the recycle bin. Symptoms: If a new workflow state is dragged into the rubbish bin in the 'edit workflow' screen an unexpected error occurs. If the user presses back to the workflow screen, edits any...
  • Wiki Page: 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...
  • Wiki Page: 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...
  • Wiki Page: 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...
  • Wiki Page: 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...
  • Wiki Page: 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...