Sage CRM

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  • 1.  Strange goings on with a recent upgrade. I've hunt

    Posted 08-02-2012 16:06
      |   view attached
    Strange goings on with a recent upgrade. I've hunted for an answer in the KB, but I haven't had a lot of luck in there this week. See attached screenshot. Some details for some tasks show up, and others do not. I looked at my person CRM install, and this is not happening. Calling Sage, but I thought I'd check with the group.


  • 2.  RE: Strange goings on with a recent upgrade. I've hunt

    Posted 08-02-2012 16:47
    #Solved it. The view vTaskListCommunication has a bug. A communication can be tied to a company OR a person, but the SQL in the view is set up with a join that joins the company to the person rather than joining the company to the communication. Here's the modified SQL script. This will probably not survive an upgrade or reinstall: CREATE VIEW vTaskListCommunication AS SELECT RTRIM(ISNULL(Pers_FirstName, '')) + ' ' + RTRIM(ISNULL(Pers_LastName, '')) AS Pers_FullName, capt_order AS comm_prioritysorted, epd_pers.epd_PhoneFullNumber AS Pers_PhoneFullNumber, pers_personid, pers_createdby, pers_secterr, pers_primaryuserid, pers_channelid, epd_comp.epd_EmailAddress as Comp_EmailAddress, epd_comp.epd_PhoneCountryCode as Comp_PhoneCountryCode, epd_comp.epd_PhoneAreaCode as Comp_PhoneAreaCode, epd_comp.epd_PhoneNumber as Comp_PhoneNumber, epd_comp.epd_PhoneFullNumber AS Comp_PhoneFullNumber, epd_comp.epd_FaxCountryCode as Comp_FaxCountryCode, epd_comp.epd_FaxAreaCode as Comp_FaxAreaCode, epd_comp.epd_FaxNumber as Comp_FaxNumber, Company.*, communication.*,lead.*, cmli_comm_userid, cmli_comm_personid, cmli_comm_companyid, cmli_comm_accountid,cmli_commlinkid, cmli_comm_notifytime, cmli_comm_waveresponse, cmli_comm_initialwave, cmli_comm_leadid, cmli_comm_quoteid, cmli_comm_orderid, cmli_externalpersonid, pers_companyid AS cmli_externalcompanyid, pers_accountid AS cmli_externalaccountid FROM communication LEFT JOIN comm_link ON comm_communicationid = cmli_comm_communicationid LEFT JOIN Person ON pers_personid = cmli_comm_personid LEFT JOIN CRMEmailPhoneData epd_pers ON epd_pers.epd_EntityID = 13 AND epd_pers.epd_RecordID = Pers_PersonID LEFT JOIN Company ON cmli_comm_companyid = Comp_CompanyId /* <--RIGHT HERE is the mod--*/ AND Comp_Deleted IS NULL LEFT JOIN CRMEmailPhoneData epd_comp ON epd_comp.epd_EntityID = 5 AND epd_comp.epd_RecordID = Comp_CompanyID LEFT JOIN lead ON lead_leadid = comm_leadid LEFT JOIN custom_captions ON Upper(capt_code) = Upper(comm_priority) AND Upper(capt_family) = 'COMM_PRIORITY' WHERE comm_deleted IS NULL AND cmli_deleted IS NULL


  • 3.  RE: Strange goings on with a recent upgrade. I've hunt

    Posted 08-02-2012 17:27
    Aaron - thanks for posting the fix. Is this for 7.1 patch d?


  • 4.  RE: Strange goings on with a recent upgrade. I've hunt

    Posted 08-03-2012 08:51
    It looks like it affects all 7.1 systems.