Addressed issues

CRMS-694

Cases,
Workflow

In some scenarios, a workflow that created a Communication (for example, sent an email about a raised case to several users) added more than one record into the Communication database table for that Communication.

The expected result is that each Communication should have only one record in the Communication database table. If an email was sent to several users, the workflow should create multiple records in the Comm_Link database table and link them to the single record in the Communication table.

CRMS-1435

Cases,
Workflow

In some scenarios, a field value set by a workflow action was unexpectedly truncated to 10 characters.

This issue occurred when a workflow action was configured to reset a value in a column and replace it with the value from a field whose Attribute was set to Hidden.

CRMS-1409

Companies,
People

When a user opened a Company that had no default Person assigned, the contact information for the Company was empty.

CRMS-1405,
CRMS-1418

Companies,
People

When you edited a Company record that didn’t have a primary contact assigned, the following error occurred: “An unexpected event has occurred: Exception: Error – Record not found, you may not have security permissions.”

CRMS-1370,
CRMS-1368

Core product

When using Google Chrome version 113.0.5682.64, every time you selected a clickable user interface element in Sage CRM, a Leave site? pop-up message appeared.

CRMS-915

Customization

In some scenarios, a report provided the wrong ID of a custom entity record. For example, this issue occurred when you completed the following steps:

1. Created a custom entity that had Company, Person, Communication, and Library.

2. Made sure that the ID column in the custom_edits table for the custom entity was not marked as system.

3. Changed the caption and name for the field representing the ID of your custom entity.

4. Added a new view containing a view script like the following:

   SELECT * FROM 
   SALESANDBOOKING 
   LEFT OUTER JOIN 
   Communication ON 
   SalesAndBooking.SaBo_
   SalesAndBookingId = 
   Communication.Comm_
   SalesAndBookingId WHERE 
   SalesAndBooking.SaBo_
   Deleted IS NULL AND 
   Communication.Comm_Deleted
   IS NULL

   Where the fields containing SalesAndBookingId represented your custom entity.

5. Created a new Person record not linked to a Company.

6. Created a list report containing the ID field of the custom entity, with auto hyperlinking enabled.

As a result, when you ran the report and selected the ID of a custom entity record there, the wrong custom entity record opened.

CRMS-742

Customization

The options available under Desktop HTML list contents were different in situations where they should be identical.

This issue occurred when you did the following:

1. Went to  | Administration | Customization | Company | Lists, selected Inline customization, and then selected the Customize icon beside Company Grid.

2. Observed the options under Desktop HTML list contents.

3. In Quick Find, selected the down arrow, selected Company, selected Find, and then selected Customize List.

4. Observed the options under Desktop HTML list contents.

The options displayed in steps 1 and 2 were different, whereas they should be identical.

CRMS-1424

Customization,
Leads

It was not possible to add Lead fields to the Lead grid because no Lead fields were available.

In particular, this issue occurred when a system administrator performed these steps:

1. In  | Administration | Customization | Lead | Lists, selected .

2. Tried to select a Lead field from the Field list.

As a result, the Lead fields were missing from the Field list.

CRMS-1454

Customization,
Leads,
Opportunities

It was not possible to customize the Opportunity grid because no Opportunity fields were available.

In particular, this issue occurred when a system administrator performed these steps:

1. In  | Administration | Customization | Opportunity | Lists, selected .

2. Tried to select an item from the Field list.

As a result, the Field list was empty.

CRMS-1372

Dashboard

The filter options (such as Filter by) were missing from the dashboard gadgets on which filters were supposed to be available.

For example, this issue affected the My Open Opportunities gadget.

CRMS-1460

Documentation

The documentation used the old name of Microsoft Entra ID: Azure Active Directory.

CRMS-1884

Documentation

The instructions on how to configure OAuth 2.0 for Exchange Online used the old name of Microsoft Entra ID: Microsoft Azure Active Directory.

CRMS-1378

Email

Sage CRM stopped responding when a user selected a workflow action that sent an email message containing an attachment. This issue affected only those users whose name contained non-English characters.

CRMS-1414,
CRMS-1472

Email

The Font and Size options were missing from the embedded email editor.

CRMS-1089

Email

When a user forwarded an email using the embedded email editor, the aspect ratio of the images was lost and the images were distorted after the email arrived into the recipent's inbox.

CRMS-1188

Email

When Email Management Server Options in  | Administration | Email and Documents were configured to send an email to the system administrator when the CRM E-mail Manager service was started, the system administrator did not receive such an email.

CRMS-1199

Email,
OAuth 2.0

When an OAuth 2.0 token used to access an Outlook mailbox in Microsoft Office 365 expired, Sage CRM wrote the following misleading error to the log: 

"Exception connecting to Mail Server: Authentication failure: unknown user name or bad password."

CRMS-970

Lite Outlook plugin

After a user filed an email with an attachment whose name contained Chinese characters, these characters were replaced with blank spaces.

CRMS-1244

Mail merge

When a workflow action that ran a mail merge was configured to create a .docx document, it erroneously created a .doc document.

CRMS-1447

Mail merge

When a user performed a mail merge and edited the merged file, the file was not attached to the target record in Sage CRM.

This issue occurred only if a user did the following during mail merge:

1. Cleared the Create communication check box.

2. Selected the View/Edit File button and edited the merged file.

3. Browsed for and selected the edited file.

4. Selected Upload File and Continue.

CRMS-1043

Opportunities

When you viewed an Opportunity record, the top section of the record showed the details of a different Opportunity.

This issue occurred in the following scenario:

1. You opened Opportunity A.

2. You used Quick Find to find and open Opportunity B.

3. You used the back button in your web browser to go back to Opportunity A.

CRMS-1233

Opportunities

You encountered “An unexpected event has occurred” error when you did the following:

1. From the main menu, selected Team CRM | Opportunities, and then opened an Opportunity record.

2. Selected Team CRM | Opportunities, and then opened a different Opportunity.

3. Selected Change.

CRMS-1384

Opportunities

When a user selected a stage in the Opportunity pipeline, several stages were selected.

CRMS-1251

Opportunities

When a user selected an Opportunity in Team CRM | Opportunities, and then selected the Orders tab, no Orders were displayed.

CRMS-1260

Opportunities

When a user opened an Opportunity in Team CRM | Opportunities, selected the Orders tab, and then selected the Summary tab, the following error occurred: 

"Cannot create quotes and orders because current opportunity has items."

CRMS-1419

Opportunities

In some cases, the Opportunity pipeline showed the incorrect name of one or several stages and the wrong number of records in a stage.

This issue occurred when a system administrator customized the Opportunity pipeline by adding new stages.

CRMS-1361

Opportunities

When a user tried to edit an Opportunity by going to Team CRM | Opportunities and selecting an Opportunity, the following error was displayed:

"An unexpected event has occurred: Exception: Error - Record not found, you may not have security permission."

CRMS-1345

Opportunities

When a user tried to modify an Opportunity record, the following error displayed:

“An unexpected event has occurred. Exception error – record not found, you may not have security permissions.”

This issue occurred after the system administrator customized Sage CRM to add a field from the Opportunity database table to the Case Details screen.

CRMS-1223

Opportunities,
Quotes,
Orders

In some scenarios, when you opened an Opportunity in Team CRM | Opportunities, and then selected the Quotes tab, the New button was missing and it wasn't possible to create a new Quote.

CRMS-1194

Opportunities,
Workflow

After upgrading Sage CRM, an Opportunity-related workflow stopped working.

For example, when a workflow was configured to assign a review team to a newly-created Opportunity, it did not happen.

CRMS-868,
CRMS-839

Quick find

A company name containing parentheses was displayed incorrectly in Quick Find.

For example, the name part inside the parentheses was displayed as undefined.

CRMS-1033

Self service

The following error occurred in the Self Service UI:

“eWare.eWareBlockContainer error `<error code>`[SafeCall Exception]: Catastrophic failure”

CRMS-1387

Web services

When a system administrator scanned their Sage CRM server using ManageEngine Vulnerability Manager Plus, they observed the following vulnerabilites caused by Tomcat 9.0 supplied with Sage CRM: 

• CVE-2020-8022

• CVE-2020-9484

• CVE-2020-11996

• CVE-2020-13934

• CVE-2020-13935

• CVE-2020-13943

• CVE-2020-17527

• CVE-2021-24122

• CVE-2021-25329

• CVE-2021-25122

• CVE-2021-30639

• CVE-2021-41079

• CVE-2022-29885

• CVE-2021-33037

• CVE-2021-30640

• CVE-2022-23181

• CVE-2022-34305