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  • Wiki Page: 492-17871 - Unexpected event after adding field on secondary entity

    Summary: An issue may arise when a custom field is added to a Progress entity, and that same field is added to a summary screen in Sage CRM. Fields added to Progress tables need to also be added ("mirrored") to the parent entity. Symptoms: Consider the following example: An administrator adds...
  • Wiki Page: 492-17873 - When was the LinkedIn integration released?

    Summary: Sage CRM has an in-build integration for LinkedIn. It was introduced in Sage CRM 7.1. Linking between Person list gadgets and LinkedIn profiles is present in all supported versions (at time of writing 7.1, 7.2 and 7.3).
  • Wiki Page: 492-17883 - Could not load aspnet_isapi.dll

    Summary: A HTTP 500 error amy be displayed when navigating to the Sage CRM login screen after installing on Windows Small Business Server 2011. This issue is caused by ASP.NET ISAPI extensions installed on the default website. Symptoms: On navigating to the CRM login page, the following error message...
  • Wiki Page: 492-17885 - User Access Logging database performance issues

    Summary: Errors being logged by the User Access Logging (UAL) feature in Windows Server 2012 may result in poor database server performance. Symptoms: Users may report poor database performance when interacting with Sage CRM. This may take the form of timeouts, or actions taking longer than expected...
  • Wiki Page: 492-17910 - INFO: Actions that trigger metadata refreshes in Sage CRM

    Summary: A customer may query which system actions in Sage CRM cause the system metadata to be updated. This is not an exhaustive list, but covers the majority of actiosn that can trigger refreshes. More information: A metadata refresh is carried out when the following system actions are carried out...
  • Wiki Page: 492-17957 - Sage CRM system lock - unable to log back in

    Summary: A customer may lock Sage CRM for customisation using the option available under Administration | System | Lock System . If they encounter difficulties with the password of the user who created the lock, they may be unable to log back into Sage CRM. More information: Running the following SQL...
  • Wiki Page: 492-17958 - Sage CRM Exchange integration - Exchange 365 plans

    Summary: The use of Office 365 and Exchange Online is supported as part of the Sage CRM Exchange integration. However, it may not be clear from documentation which plans available for Exchange Online are supported with the integration. More information: Almost all Exchange Online plans are supported...
  • Wiki Page: 492-17962 - Changing User Select display format

    Summary: User Select fields in Sage CRM can be displayes in one of two ways within Sage CRM. Which format is used depends on an entry on the CustomSysparams table named DropdownThreshold. More information: When linking a Sage CRM entity record to a user, a particuklar type of field is used. This field...
  • Wiki Page: 492-17989 - Deleting report categories

    Summary: Sage CRM does not currently have a user interface option for removing report categories. A user may have a requirement to remove a report category created in error, or to delete one that is no longer used. Report categories can be removed by running the following SQL, then carrying out a metadata...
  • Wiki Page: 632-18006 - Can the default email font and size be specified?

    Summary: To Change the default text style of the new email editor screen you need to modify the following file on the CRM server: (Please make a copy of this file before any changes are made) C:\Program Files\Sage\CRM\CRM\WWWRoot\Fckeditor\fckconfig.js If you open this file up in a text editor e.g. in...
  • Wiki Page: 492-18031 - E-mail editor: Content removed from HTML source

    Summary: Users may experience issues including complex HTML content in emails after upgrading to Sage CRM 7.3. This issue is caused by a new feature within the CKEditor WYSIWYG editor, which can be disabled. Symptoms: When creating complex email messages, many users will use an external HTML editor such...
  • Wiki Page: 492-18040 - Rewriter failure: HTTP 502.3

    Summary: After installing a second copy of Sage CRM on a machine, the features provided by the Sage CRM webapps may cease to function. This issue can be caused by the first install name being a substring of the second CRM install. Symptoms: This issue may arise in the following scenario: Sage CRM is...
  • Wiki Page: 492-18053 - How to: Using the Classic Outlook plugin with IIS auto-login

    Summary: When using IIS auto-login, users may find that they are prompted for a username and password when using the Classic Outlook plugin. This only occurs when Anonymous authentication is disabled (as is correct for a CRM install using IIS auto-login). The Classic Outlook plugin does not support IIS...
  • Wiki Page: 701-18079 - Using fiddler to troubleshoot mobile app issues.

    Summary: Using fiddler to troubleshoot mobile app issues. Symptoms: Not able to decode error messages coming on sage CRM mobile app Cause: Resolution: Install fiddler and then go to tools In tools go to fiddler options-> connections-> In connections:- Set fiddler listens on port 8888 and tick the...
  • Wiki Page: 492-18090 - Sage CRM and the Internet Explorer Clear button

    Summary: The behaviour of the Clear ([X]) button in Internet Explorer may be a little unpredictable. This is controlled by a poorly-documented Internet Explorer pseudo-element, and so it may appear or disappear between CRM or Internet Explorer versions. If it's necessary that this is displayed, it...
  • Wiki Page: 710-18095 - SQL Views script

    Summary: This will list all of the views on the database with a column highlighting if they are working correctly or not. Views that are populated with ‘Bad’ will need to be dropped or refreshed. Please also be aware that some views are dependent on other views. Once you have fixed the issue...
  • Wiki Page: 710-18102 - SQL script that can be used to search a database for text.

    Summary: SQL script that can be used to search a database for text. Resolution: DECLARE @search_string VARCHAR(100), @table_name SYSNAME, @table_id INT, @column_name SYSNAME, @sql_string VARCHAR(2000) SET @search_string = 'Test' DECLARE tables_cur CURSOR FOR SELECT name, object_id FROM sys.objects...
  • Wiki Page: 710-18116 - Smart Entity - unable to edit or add list like with a standard entity

    Summary: Once you have built a selection list on a Smart Entity you are unable to edit or add to this list like you would with a standard entity Resolution: In Administration -> Customisation -> Translations enter one of the values that already exist in your list into the UK translation box Select...
  • Wiki Page: 695-18142 - Appointment is too old (Exchange Sync)

    Summary : While Syncing communications between CRM and Exchange “Appointment is too old” Warning is showing in <date><username>_skippedItemsExchangeToCRM.log Resolution: This warning is generated only for those communications where the End date is less than the date of sync and...
  • Wiki Page: 695-18165 - Fields are not merging if they are not included in group content / columns

    Summary: The customer wants to do Mailmerg for groups. The problem is that some fields of the view were not merging. More information: Mailmerge for one singel Person was working fine. (vMailMerge is used). If they start the Mailmerge via advanced search the Mailmerge is working fine. (vSearchList Person...
  • Wiki Page: 695-18172 - Error creating new Mailchimp Campaign

    Summary: When creating a new Mailchimp campaign the following error message is displayed: Symptoms: The Mailchimp campaign was created with the following details: Cause: The cause of this issue was that the "Let users pick plain-text or HTML emails" checkbox in the list settings on the MailChimp...
  • Wiki Page: 720-18130 - Turn Off Automatic Metadata Refresh

    Summary: Turn Off Automatic Metadata Refresh Resolution: If you wish to turn off the automatic Metadata refresh you will need to update the "UpdateMetadataVersion" flag in the database. For that, you need to run the following query: update Custom_SysParams set Parm_Value = 'N' where...
  • Wiki Page: 720-18137 - Adding an ASP Page to Company Tabs

    Summary: Adding an ASP Page to Company Tabs Steps to add ASP Page: 1. Create an ASP Page and add to the directory:  The default location For 32-bit (x86) system is C:\ProgramFiles\CRM\...  And for 64-bit (x64) system is C:\ProgramFiles(x86)\CRM\... 2. Log on to Sage CRM as Admin 3. Go to My Profile >...
  • Wiki Page: 720-18139 - Adding a block to the Interactive Dashboard using an ASP page

    Summary: Adding a block to the Interactive Dashboard using an ASP page Steps to add Content Block: As we can see in our previous article 720-18137 , We have added an ASP page in company Tab. Now in this article, we will add a content block using that ASP Page. 1. Log on to Sage CRM as Admin Go To My...
  • Wiki Page: 710-18193 - Change Email/Template Editor Default Font

    Summary: Client need to change default font of email template/email editor screen of CRM. In previous version of product this could be achieved by following KBA 632-18006 The config files in this article do not exist in 7.3 as the FCKEditor has now been update, also newly branded CKEditor. Solution:...