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  • Wiki Page: 492-16907 - Creating views longer than 4000 characters

    Summary: In CRM, it is impossible to create a custom view longer than 3900 characters. A Maxlength property exists on the View Script field which prevents longer views from being entered. Cause: The restriction is imposed by a MaxLength property on the view textarea. The CuVi_ViewScript field on Custom_Views...
  • Wiki Page: 605-16691 - Modifying Sage CRM database settings causes Tomcat to lose SQL connection

    Summary: Modifying Sage CRM database settings causes Tomcat to lose SQL connection. Symptoms: If the database name is changed, Tomcat services stop for that install. Cause: This is happening because the format of the database is showing up incorrectly in the jdbc.properties file. If the database name...
  • Wiki Page: 548-15834 - HostedCRM Welcome tab and Dashboard error

    Summary: When loading the Interactive Dashboard one of the gadgets gives the error: "An error occurred when attempting to process the Gadget. Please contact your System Administrator." Symptoms: It shows in the SCRM logs (<date>scrm.xml) that the gadget entity is missing from the database...
  • Wiki Page: 605-16517 - How to insert specific fields into an E-mail Template?

    Summary: During the creation of e-mail templates in Sage CRM, some fields may not be available in the 'Choose Field to insert into the E-mail list ' drop down list. It depends on the value of the 'For entity :' field. Symptoms: How do you insert a field which is not available in the drop...
  • Wiki Page: 492-17218 - How to: Using SQL Server Transparent Data Encryption with Sage CRM

    Summary: SQL Server Transparent Data Encryption (TDE) is a method of encrypting the data stored on a hard disk by SQL Server. A customer may have a requirement to use this with Sage CRM. More information: Transparent Data Encryption has not been tested with Sage CRM, and is therefore technically unsupported...
  • Wiki Page: 536-17280 - Exchange integration unable to access Exchange Web Services

    Summary: A customer encountered an error when setting up a new Exchange integration with Sage CRM. On saving the integration details, the setup failed at the step: "The Sync Engine is checking to see if the Exchange Web Service is available." The following error was logged in the ewaresystem...
  • Wiki Page: 492-17456 - SDATA schema URL: Windows Presentation Foundation Host has stopped working

    Summary: In Sage CRM v7.2, attempting to access the SDATA schema URL using Internet Explorer may throw an error. This is due to the format of the XML returned, and does not indicate an error in Sage CRM. Symptoms: The SDATA schema URL is commonly used as a troubleshooting step to determine if the Tomcat...
  • Wiki Page: 536-17140 - Integration fails after ERP update

    Summary: 1. The first issue was that the schema on the CRM side was not updating during the synchronisation initialization. 2. Once the above issue was resolved there was another issue in that the trackingid which tracks the conversation between CRM and the ERP system was timing out, in the gcrm.log...
  • Wiki Page: 492-17948 - Reports unable to display Thai characters

    Summary: Issues may arise when running reports containing Thai or other Unicode characters from an external database. Symptoms: Thai characters in reports generated to the screen or any export format (such as PDF) may display as blank squares. This issue does not affect data stored in CRM in entity records...
  • 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: 492-17962 - 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...