Sage CRM

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  • 1.  Sage CRM 2017 - in the find screens, the listings

    Posted 03-13-2018 13:57
    Sage CRM 2017 - in the find screens, the listings for both company and person are missing most of the phone numbers, even though the phone numbers are there when you click through to the detail screen. Any ideas what might be wrong there? They do tend to have the area code in the phone number, not it's own box, but fixing that does not make the number appears in the find list.


  • 2.  RE: Sage CRM 2017 - in the find screens, the listings

    Posted 03-14-2018 08:44
    It appears to be that the table CRMEmailPhoneData is missing data. Are there any utilities for populating that table?


  • 3.  RE: Sage CRM 2017 - in the find screens, the listings

    Posted 04-30-2018 20:48
    Phil - did data get loaded manually? Was this a migration from another system? The phone and email data appears twice in the CRM data model. From a data purist standpoint, this seems wacky but it serves a good purpose. The normalized data lives in the separate table - keyed on company and person (going from memory) - and some of it gets denormalized on to the Company table and the People table to speed up common views for marketing and other lists. It should not get out of lock step in normal functioning unless someone seriously messed with the SQL triggers. Your Q was over 6 weeeks ago so lmk if you still have the issue. I'm sure my guys have some sort of script to re-populate the data. It's tricky though and we would want to make sure we understand what happened before running an update script.


  • 4.  RE: Sage CRM 2017 - in the find screens, the listings

    Posted 05-01-2018 06:08
    Apparently this was a known issue after upgrades - CRM support pointed me at a utility (maybe a stored procedure?) that cleaned it up