Known issues and workarounds
The following is a list of the most critical known issues in the current release of NexJ CRM and problem workarounds, where possible.
Process Management
This section describes known issues that pertain to NexJ Process Management.
CPM-554
When you configure a Process Management form to have $onSubmit with a get array, and attempt to compile, exceptions are thrown, and the compiled expression is incorrect because the array functions are not supported by the $onSubmit function.
CPM-770
M1 and MM pickers used in process management forms have a 20-character length limit. This differs from the behavior of these controls when used in the main CRM application.
Microsoft Exchange Server
This section describes known issues that pertain to Microsoft Exchange Server and synchronization.
AFL-2773
When you create a meeting in Microsoft Outlook, the Schedule workspace does not display the meeting until you manually refresh the browser.
AFL-4170
If your deployment of NexJ CRM uses the Hierarchical Access Model to manage its access control, and a user set up with Microsoft Exchange creates and delegates a task without putting any contact information in the For field, then the user will not be able to see that task after its creation.
Workaround:
Ensure that users set up with Microsoft Exchange always populate the For field, when creating delegated tasks.
ECRM-28463
NexJ Add-In for Microsoft Office does not support the use of the single quote character (') in emails as expected but NexJ CRM does support using the single quote character. Use of internationalized email addresses (for example, hei@やる.ca ) is not supported by NexJ Add-In or NexJ CRM.
ECRM-29227
When Microsoft Exchange synchronization is configured with NexJ CRM, and you add attachments in Microsoft Outlook that exceed the size limit of 2 MB, the attachments do not synchronize with NexJ CRM.
ECRM-30336
Some tasks created in Microsoft Outlook with an email attachment may be synchronized inbound with the email attachment omitted from NexJ CRM.
ECRM-30998
When meeting invites are enabled, a change to an external participant on a schedule item does not trigger an email notification.
Mobile
This section describes known issues that pertain to the NexJ CRM mobile application.
AFL-4749
If you are using an iPhone and portrait mode, after NexJ CRM is loaded and you rotate the phone to horizontal mode, and rotate back to portrait mode, white spaces appear and remain at the bottom of the page.
AFL-4805
If you are using Safari on iOS, and you view a contact in portrait mode then the menu items in the contact's banner summary do not appear.
AFL-4811
When you open NexJ CRM as an app on any iOS mobile device (iPhone or IPad), and open another app (for example, an email app), the NexJ CRM app closes and you must log back in.
AFL-4987
When you are using a mobile device to navigate the Schedule workspace, and you select multiple users with only one calendar being displayed at a time, and then deselect the user whose calendar is being displayed, an inconsistent view displays.
AFL-4991
If you log in to NexJ CRM using an iPhone, navigate to any data table view without right-click options, the More Actions menu button 
is displayed.
AFL-5110
If you are using Safari on iOS, and you attempt to reload a dialog while there are unsaved changes, you do not receive a prompt to confirm whether you would like to proceed.
AFL-5298
When viewing household information for a contact, the banner information may render with a line across the information.
AFL-5514
If you open a menu that spans the height of the entire screen, the space provided above the menu, which you can use to close it, may be small and difficult to recognize. Tapping this space, however, still closes the menu.
Admin
This section describes known issues that pertain to NexJ Admin Console, NexJ System Admin Console, and the Customize workspace in NexJ CRM.
AFL-3945
The view and edit security attributes, which only apply to the group security model, erroneously display in the audit trail for activities when using the hierarchical access model.
AFL-3994
When creating or editing a filter from the Filters and Lists tab on the Customize workspace, a subject area named Class Attribute Log is available for selection. However, filters associated with this subject area do not display anywhere in the application.
AFL-4174
If you add attachments to an activity template, when an associated activity is created in NexJ CRM, the Attachments field in the New Task dialog shows multiple instances of each attachment.
AFL-4191
If you do not enter a value or enter an invalid value in a required field in the Add Opportunity Template or Edit Opportunity Template dialog, the error that displays when you try to save the template does not clearly indicate the tab and the field that requires attention.
AFL-4206
After editing a task template to remove any "assign to" users, if you click the Add Task floating action button 
and select the template that you edited, the Assign to field does not update to reflect the change that you made.
AFL-7672
When an administrator creates a new custom field on the Customize workspace, an issue prevents the administrator from removing entity types.
Workaround:
Create the custom field with all entity types, and then remove the additional entity types through the custom field edit dialog.
ECRM-29289
When you use the classic user interface to create a new distribution rule for leads on the Customize workspace in the Lead Management tab, and you set the owner by selecting a user in the Assign To field, the selected Assign To value is not displayed in the rule's profile as expected.
ECRM-31063
When OAuth is configured for NexJ CRM, and you attempt to perform an operation in NexJ Admin Console after the client OAuth session has expired, a page error is generated.
Reporting and analytics
This section describes known issues that pertain to ad hoc report (NexJ Reporting) and predefined report functionality in NexJ CRM.
Predefined reporting
AFL-6012
There is an issue where 30-minute schedule items set to start midway through an hour show in the Schedule Day Report as spanning a one-hour interval ending at the scheduled end time.
AFL-7134
When you have created a Schedule Month Report on the Schedule workspace, and opened the saved report, the month caption in the title for the report is incorrect. This issue is specific to the Indian Standard Time (IST) time zone.
Ad hoc reporting
CDM-3403
After you trigger a report to be executed, the Update Report button is greyed out and becomes unavailable in the user interface. However, It is currently possible to update an already executing report if you navigate back to the report library and open the report again.
CDM-4073
The presence of bireport privileges to the project-level security files is ignored when you validate or publish the model, resulting in an Unknown Privilege error.
Workaround:
Seed the privileges in the model using a SysUpgrade.
CDM-4175
If you create a chart that uses two Y-axes, the visualization of the second axis may incorrectly display the data, legend, and captions.
Workaround:
Updating the report repeatedly eventually causes the chart to display as expected. However, later refreshes may cause the issue to reappear.
CDM-4318
In a stand-alone reporting configuration, if a user updates a newly created report, they will not receive a notification when the update completes.
CDM-4320
If a user has a public report open at the same time that an administrator is making changes to its definition, those changes may not be recognized when the user clicks Update Report.
Workaround:
To see the changes made to the report, the user must refresh their page.
CDM-4371
Sample data for reports and dashboards is seeded erroneously for disabled subject areas.
CDM-4438
In a Reporting environment configured with replicated CRM database, and when a report is updated or exported, no notifications are displayed. However, the report is still updated or the export file downloaded successfully.
CDM-4474
In a NexJ CRM environment with ad hoc reporting enabled, if you have built a dashboard that includes any of the pre-configured report templates, and subsequently updated your NexJ Reporting configuration to be deployed on a dedicated Reporting server, the previously added report templates will need to be re-added to the dashboard. Manually configured reports are not affected by this defect.
CDM-4477
Users are unable to create a report containing filters on the Reports workspace, and then modify the report name or the description an unlimited number of times without encountering an "Invalid collection item in attribute "filters" of class "bireport:Report" (expected TransferObject)" error.
Workaround:
Refresh the Report Builder page and then make your changes.
CDM-4478
When you build an ad-hoc report that contains currency values, and then select a different currency in the User Preferences dialog in NexJ CRM, the change is not reflected in the report output. This bug is isolated to environments with a dedicated Reporting server.
Workaround:
You must re-create the reports.
CDM-4499
Users who do not have the rpt:DashboardManage privilege should not be able to build, edit, or export new dashboards. Currently, they are able to create and export public dashboards. For private dashboards, they can initiate dashboard building but receive the following error: Error - Access denied to an instance of class "bireport:Dashboard".
CDM-4500
When you log into NexJ Admin Console, create a new privilege group with the rpt:gReportPublicManage privilege (for example, PR1), create a new user, add the Manage Contacts and the PR1 privilege groups to the user, log into NexJ CRM as the newly created user, navigate to the Reports workspace, click the Add Report button to add a new report, and select any template (for example, Company List), the user is only able to create public reports for new blank reports. Reports based on existing templates can only be created as private.
CDM-4517
If you log into NexJ CRM as a user with reporting privileges, navigate to the Reports workspace, click the Select columns button, and deselect all data table columns, all data table buttons and columns disappear from the Reports workspace, and you can't add a new report or add back deselected columns.
CDM-4867
You cannot successfully search for attributes that include brackets in their captions when adding fields to ad hoc reports.
CDM-5007
When a report that includes more associated collections than is allowed by the "Max CSV collections" setting is exported to a CSV file, the "extra" collections are saved as headers without data, which could be misleading. The expected behavior is for such columns to not be included in the exported file.
CDM-5057
Exported charts for reports omit bars for timestamps that should show as zero.
CDM-5114
When multiple values are provided for a text filter in a report (for example, adding multiple text values for the equals or contains operators), are saved, and then edited again, the latest updated values may not always take effect.
CDM-5176
In rare occasions, filtering on date type attributes in Reporting may return incorrect results. The issue is isolated to date attributes in NexJ CRM (for example, "Expected Close" for Opportunities) and where the time zone difference between the user entering data and the user generating the report is significant.
CDM-5360
When calculations involving a date field (for example, calculating the maximum of Create Time) are added to the Summary tab of a report, but no grouping is specified, then the date values are incorrectly formatted as numbers.
CDM-5448
When configuring a calculated field for an ad hoc report and using TEXT() function with a currency field as input, the resulting value is not formatted correctly.
Workaround:
Use another numeric function as a wrapper to the currency value, for example: TEXT(ROUND('Expected Amount', 2))
CRM-43
When a Contact report includes fields for a related entity (such as Company or Household) and a user clicks on the navigation link that may be available for such fields (for example, Household > Full Name), the link incorrectly takes the user to the contact's profile. This issue occurs for all entity-based reports.
CRM-195
Unexpected run-time errors that occur during the evaluation of a calculated field formula currently result in the NULL (empty) value displayed for the affected field.
CRM-626
Some associated fields (for example, the "Household" for a Contact) do not appear when the type-ahead is used to add a calculation on the Summary tab.
CRM-2760
Adding a filter on a currency field in a dashboard may not work correctly if the report and user currency units do not match. The issue only applies to fields for which currency conversion is enabled.
Desktop
This section describes known issues that pertain to the NexJ CRM desktop application.
AFL-2522, AFL-2757
If you add a schedule item spanning more than a day with an end time of 12 AM and do not select the All Day checkbox, the item displays as expected in the Date view, from the start date till the day preceding the end date. However, in the Workweek, Week, and Month views, it displays across the end date as well, ignoring the fact that end time is 12 am on that day, which is, effectively, the end of the previous day.
AFL-2553
You cannot press Enter to commit any instances in NexJ CRM; for example, you cannot press Enter to save a new contact.
AFL-2866
The start and due dates that you enter for recurring tasks may get altered during the process of saving the task.
AFL-2888
When you don't have access to private categories on the Categories card in the Detail tab, the Delete button should either be hidden or disabled. Instead, the Delete button shows as enabled with no function.
AFL-2968
If a user does not have sufficient privileges to log in to NexJ CRM, the resulting error message does not accurately convey the issue. The error message reads: Read access to class portal:Portal denied due to missing privilege "portal:PortalView".
Workaround:
Ensure that the user is included in the Manage Contacts privilege group or the Administrators privilege group.
AFL-3166
When you open the User Preferences dialog, change the Default Country, and close the dialog, the user preferences attribute values are not refreshed and your change is not displayed in the user interface.
Workaround:
To implement your change, restart the application.
AFL-3421
If you create a custom field setting its edit security to private, the Edit button for the custom field should be enabled for other users, though they should not be able to make any edits. However, the Edit button is disabled, preventing users from being able to view the custom field details.
AFL-3444
Both filters and lists are supported on the Contacts workspace. Only filters are supported on all other workspaces; the labels on the Manage filters and lists menu item and the Filters and lists dialog are inaccurate on other workspaces.
AFL-3446
When creating a new opportunity, you must specify a role for all users listed on the Team tab, including the default user. If you receive the "Opportunity Coverage must be specified" error message when creating a new opportunity, go to the Team tab and ensure there is a value in the Role field for each user.
AFL-3465
When you create a schedule item with one or more entities in the For field or add an entity to the For field of an existing schedule item, when you save the change, a hyphen gets appended to the schedule item's description. For example, the description "Meeting" changes to "Meeting -".
AFL-3628
If you upload a document with the Edit security set to private, the Edit button for the document is erroneously enabled for other users. Any changes made by the other users, however, are not saved.
AFL-3769
When you scroll through messages in the Conversations sidebar, the Search conversations with field at the top of the sidebar becomes hidden.
AFL-3782
When you are adding a new user to a contact's Coverage card, and you use the type-ahead functionality and start typing characters in the User field, the list of suggested users does not automatically display for selection below the User field as expected. Instead, you must remove the text you have entered in the field for the list to display. Also, the type-ahead functionality does not behave as expected in the Detail tab for an opportunity, when you are adding a new user to the Team card, or when you are entering user group names in the Security tab for a new opportunity.
AFL-4027
If you add a user to a contact's Coverage card in the Detail tab and assign it a coverage role (for example, Advisor), add the user again with a different role (for example, Assistant), edit the user with the Assistant role, and attempt to select the original coverage role (for example, Advisor), you will receive duplicate error messages in the Edit dialog.
AFL-4061
If you change the status of a recurring task from competed to outstanding and change the number of repeats, the edits do not reflect in the remaining occurrences.
AFL-4064
Completed tasks in a series of recurring tasks sometimes show incorrect dates for the repeats.
AFL-4105
When you try to print a document created in Microsoft Word 2007 or earlier that has a header with a table containing merged fields, you receive an error.
AFL-4115
On Internet Explorer and Chrome, you may not be able to generate the Tasks Report and the My Delegated Tasks Report if you have a large number of reports (for example, over 3000 reports).
Workaround:
Log in to NexJ CRM using Mozilla Firefox to generate the reports.
AFL-4116
When you add attachments to a document using the Document Manager workspace, save your changes, and re-open the document again, the order of the attachments has changed from the original order. This also happens when you attach documents to a new task on the Tasks workspace.
AFL-4284
After navigating from a contact to the associated company profile and then from the company to another associated contact's profile using the Hierarchy tab, when you go to the Contacts data table and click the original contact, the company summary opens instead of the contact summary.
Workaround:
Refresh your browser before clicking the original contact.
AFL-4350
If you have granted delegate permissions to your schedule to other users, schedule items assigned to both yourself and your delegates with no reminder set (reminder time set to "none") may show the default reminder time on your delegates' schedule.
AFL-4574
When negative values are provided for the Expected Amount and Actual Amount filter chips on the Opportunity workspace, the values are displayed in parenthesis and with a negative sign prefix.
AFL-4647
When you generate a PDF that contains a multi-line text field based on a merge token, the multi-line text is printed on a single line and the text is not wrapped as expected.
AFL-4648
If you create a new filter on the Opportunity workspace, add the Weighted Revenue filter chip, set the filter definition operator to "between," pick two values, save the filter, and refresh the browser, an unexpected error displays when the workspace is reloaded.
AFL-4685
When you are using Google Chrome or Mozilla Firefox, you cannot use the Escape keyboard key to close all dialogs in NexJ CRM. Some dialogs require you to select a control first (for example, radio button or checkbox) so that focus is on an active control before you can use the Escape key.
AFL-4717
If you create a household and then attempt to create a contact or company, the Household field in the New Contact or New Company dialogs is prepopulated by default with the household you created.
AFL-4787
If you navigate to the Schedule workspace, select the Month view option from the More Actions menu, click on a date's cell and press the Enter key or the Space key to open the New Schedule Item dialog, the All Day checkbox is not selected by default as expected, and it is mandatory.
AFL-4885
The space where the right-side carousel button would appear in a data table is sometimes highlighted with a border when the last column is in view.
AFL-4912
When you attempt to deselect items in a multiple selection dialog, after having exceeded the selection limit, you are prompted with a selection warning message for the second time.
AFL-4972
If you include symbols (such as & or #) in your filter chips, even if they are valid characters to search for, the filter will not show any results.
AFL-4986
The More Actions menu button associated with a tile in a card may not close the menu as expected when clicked and can appear out of alignment.
AFL-5006
When you navigate to the Schedule workspace, click the date to open the calendar, click the year, select a year, and click the date, the scroll bar unexpectedly displays for the calendar.
AFL-5007
When time zones are enabled in NexJ CRM, and you create an all day meeting in a different time zone, the meeting only displays in one day in the existing time zone instead of displaying across two days.
AFL-5075
When you reduce the size of your browser window, the navigation sidebar for NexJ CRM exhibits inconsistent behavior.
AFL-5108
When you have cleared the existing list of filter cards from a navigator (for example, the Contacts workspace), and you add a new favorite filter, it is not immediately displayed. An error is thrown initially when you attempt to set the newly created filter as a favorite.
AFL-5141
When selecting multiple items from a data table, the More Actions button will display the top-level of any multi-level menus it contains, even if no actions are available from that section of the menu.
AFL-5159
Only the first 4096 entries of a data table are ever available when viewing data through the user interface. If you attempt to go past these entries, you receive an error.
AFL-5250
When opening a task or schedule item from the notification sidebar, it is occasionally possible that multiple clicks will open additional copies of the Edit dialog over top of each other.
Workaround:
If this happens, close the dialogs and reopen the task or schedule item to make your changes.
AFL-5265
On slower networks, attempts to deselect the all-day option of a meeting may not persist if you save your changes too quickly after making the change.
Workaround:
After clearing the all-day option, wait 3 to 5 seconds before saving your changes to the meeting.
AFL-5333
If you are using the rich text editor in Internet Explorer, you will not receive any warning if you paste text that brings the size of the message over the limit for your system. That is, the pasted text may be truncated without warning. This is normally encountered when pasting text into a message that already contains graphics.
Workaround:
When pasting text into a message containing graphics, be sure to check that all of your content in included.
AFL-5475
When creating a new contact, an empty Dear field automatically populates with the contact's first name when you add an Address to the record.
AFL-5499
When using Internet Explorer, the mouse scroll wheel does not work in the conversation sidebar.
AFL-5623
Running the Contact List report against an empty result set and saving the results as an Excel sheet results in a spreadsheet containing website data from your Companies view instead of a sheet stating that no data exists for the chosen parameters.
AFL-5631
Column sorting within a selection dialog is not available when the selection dialog is invoked directly using Scheme code.
AFL-5632
If you use the between operator on a date-based filter chip and then, after running your search, switch the chip to use the equals operator, your new search will return the correct results, but the chip will continue to display the previous upper-bound value.
Workaround:
Remove the chip from the filter criteria and re-add it.
AFL-5724
If you are using the rich text editor, and you attempt to paste content over selected content, which includes a table, the rich text editor erroneously inserts the content into a table cell instead of replacing all of the selected content or the replacement is aborted by a JavaScript run-time error.
AFL-5726
When you paste content into the rich text editor, incoming newline characters may be doubled.
AFL-5736
When you attempt to submit an update for a record, and if the field being modified by you was updated by another user, then the field is underlined with the misleading caption "Updated as shown."
AFL-6476
If you deselect all columns in a data table, you will not be allowed to re-select the columns because the Select columns button is removed.
Workaround:
An administrator user can log in to NexJ Admin Console, select the user who is experiencing this issue, and click Clear Client State to reset all user selections to the application defaults.
AFL-6670
When you attempt to create an SLM touch scheduled for a year or more in the future, it may be created incorrectly, appearing as unscheduled and uneditable.
Workaround:
Create the SLM touch for a date closer to the present. Then, edit its due date afterward.
AFL-6979
If a drop-down input field on a dialog has to be re-positioned after reducing the window size, then upon subsequently increasing the window size, the original position is not restored.
AFL-7292
When you have added a new business process template in the Manage Business Processes application, and you select a CPM form in its Form tab, the selected form does not display in the Form tab, and the Select CPM Form button becomes inactive. You must select a different business process, and then reselect the new business process to see the selected form in the Form tab.
AFL-7656
Some modified filter cards in selection dialogs do not show the asterisk indicator until they are selected.
AFL-7960
In some cases, start times cannot be specified for schedule reminders in the UI within 1 hour before a daylight saving time change. When start times can be specified within 1 hour before this time change for schedule reminders, they don't always display in the UI.
CRM-74
When attempting to launch the Account Plan picker from the Related tab of an activity dialog, an unexpected error occurs.
CRM-80
The interval shown on the Calendar for an all-day event that spans DST may extend to an additional day.
CRM-434
When there is no icon associated with a communication or address type in the Admin Console, the alignment of the corresponding communication or address is misaligned with other entries in the contact detail view.
CRM-446
When a user deletes a custom filter from their filter list, the item per page count is decreased instead of the total count.
ECRM-28436
When you perform a batch print of a PDF in NexJ CRM, the job completes successfully, and the preview of the PDF appears in the details of the completed job, but an unexpected error message displays in the standard output logs.
ECRM-29748
If specifying a time zone for dates is enabled in NexJ CRM and you use a time zone to create a recurring meeting that spans the Daylight Saving Time boundary, occurrences crossing the boundary can be offset by up to an hour.
ECRM-30062
You cannot use a secured PDF as an attachment in a batch email. If you do attach a secured PDF, the batch email will fail to send.
ECRM-30107
If you are using Chrome 83 to access the Schedule workspace through the Classic user interface, and you open a menu, you can no longer dismiss it by clicking away from the menu items. This issue may also persist in for later versions of Chrome.
Workaround:
To dismiss an open menu without choosing one of the menu items, press the Esc key.
ECRM-30380
Currency conversion does not work when all exchange rates are not received on the same day.
ECRM-30834
When a custom field is being created with only special characters, a reference name cannot be generated.
Technology
This section describes known issues that pertain to the application framework.
AFL-3915
If you upgraded from a previous release to NexJ CRM 9.2, users may receive a file size limit error when adding notes or uploading documents beyond a certain size.
Workaround:
Increase the Maximum HTTP Request Size environment file property as needed, for example, by 30%, to allow for equivalent uploads in NexJ CRM 9.2.
AFL-4506
Cross-domain push connections are not supported in the Mozilla Firefox browser.
AFL-4731
When you create or edit an activity, and right-click on the For, Assign To, or Add Attachment fields, the browser native context menu does not display.
AFL-4818
Notifications manually triggered through the business model do not always clear and can be fired cumulatively.
AFL-5211
If you are using an Apple iPad with Apple iOS 13, and you open the New Contact dialog to add a contact, and in the Date of Birth field, tap the calendar icon to open the calendar, and navigate between months, or select a year or date, the keyboard erroneously opens after each action.
AFL-5490
When the BatchViewObjectBatchJob runs and there are no records to process, its process status reports a false status of Failed.
CDM-4138
If you are using Studio to build and test reporting functionality, and you update the reporting host URL from a localhost address to a fully-qualified HTTP url, then reseeding the environment may not correctly update your databases.
Workaround:
Continue to use a localhost address during your development cycle.
ECRM-29324
If you create an augment from a given class, and then apply a facet from that class to the augment, the facet may not always be recognized. If this happens you will receive an unrecognized facet error when you try to run the model.
ECRM-29650
On first server load of a Classic portlet, and if it uses POST data, the context parameters will be lost due to the time zone detection refresh.
Workaround:
Use GET on the first load of Classic portlets where context is required, or put the values into the URL of the POST.
ECRM-29964
The JVM property "com.ibm.jsse2.overrideDefaultTLS" must be set to TRUE in order for the inform:ArticleSearch HTTPConnection channel to work in a Websphere-based environment.
More information can be found here: https://www.ibm.com/support/knowledgecenter/SSYKE2_8.0.0/com.ibm.java.security.component.80.doc/security-component/jsse2Docs/matchsslcontext_tls.html#matchsslcontext_tls
ECRM-30167
The FileCleanupBatchJob runs daily, deleting File Persisted objects. However, in a clustered environment, it only deletes entries on the currently active node.
ECRM-31107
Documentation from message definitions may not be exported to corresponding Avro schemas generated using messages.
Workaround:
To trigger the documentation to be generated in your messages, set meta.documentation="true" in your environment file, which allows the documentation to be picked up by the schema generation.
ECRM-31502
When the Prioritize Folder Mixins option is selected in NexJ Studio, the JARs are repeatedly retrieved, and will override the folder mixin when the server is launched.
Workaround:
Preferably, and while the preference is set, skip retrieving the JAR or if that will introduce new bugs, then still prioritize the folder mixin even if both a JAR and a folder can match the requirements while the preference is set.
ECRM-31687
When you have unchecked the Prioritize Folder Mixins option in the NexJ Studio Launch Setting preferences, the open folders are still being used locally.