Desktop

This section describes known issues that pertain to the NexJ CRM desktop application.

ECRM-1120

The relationship hierarchy sometimes disappears from view when child entities are added to a company's hierarchy. Such entities might be a department or another company.

Workaround:
Refresh the page in the web browser to restore the relationship hierarchy.

ECRM-1606

When copying a business process template containing an invalid formula, an unexpected error occurs.

ECRM-2307

In the Add Parent Opportunity dialog or Add Product Opportunity dialog, the OK button is sometimes enabled even when not all required fields have been completed. If you click OK, you will receive an error message specifying which required fields still need to be completed.

ECRM-4393

When using Internet Explorer, launching the NexJ CRM Help might not bring the help window to the foreground if it is already open in the background.

Workaround:
Close the NexJ CRM Help window and retry opening the help document.

ECRM-5200

Deleted private report templates might still appear in the toolbar, even if they no longer appear in the report manager template list.

ECRM-5347

User login case-insensitivity may change depending on your application server and database stack.

ECRM-5937

When a user customizes the contact types for a category, the changes are not saved when the user clicks the OK button.

ECRM-6724

If you try to apply group security to a newly created Document Manager folder, the group selection dialog for the view security options may not display all of the user groups that you are a part of.

ECRM-6739

When you edit a schedule item that has multiple follow-ups, deleting one of the follow-ups and then closing the Edit Properties window will cause the deletion to complete as if you had clicked OK.

ECRM-6788

If you email a schedule item that has attachments associated with it, but the associated schedule item template has its own attachments specified, then only the attachments from the template are included in the email.

ECRM-7183

When looking at an activity plan instance in the Steps tab, marking an assigned step as completed and then immediately assigning the next step will cause that step to appear in both the assigned steps and the future steps. This is not the intended behavior. The step should only appear in the assigned steps.

ECRM-7260

When changing the end time of a recurring schedule item, exceptions may not be removed.

ECRM-7370

Scheduled items created for the day that clocks are set forward or backward for Daylight Saving Time will have a prefilled start time that is offset by one hour from the time normally expected.

Workaround:
Set the start and end time of the scheduled item to the correct hour before saving.

ECRM-7412

Users might experience slow performance when adding a contact with communication or address information if several default communication and address types have been pre-configured to display in the Add Contact window.

ECRM-8270

Keyboard navigation of nested action-menu (right-click-menu) items does not work when using the Firefox or Chrome browsers.

Workaround:
If you need to make use of arrow keys to navigate action menus, use Internet Explorer.

ECRM-9172

When you associate a document with a business process form, the following behavior occurs:

• • If you modify the form, the original form is preserved and can be recovered later.
  • If you modify the document associated with the form, the original document is not preserved.

ECRM-16492

When the Hierarchical Access Model is turned on, delegating a task with no users in For field hides it from its creator's view

ECRM-17396

Merge fields cannot be used in email attachments that are sent as part of a business process entry or exit step. If a business process does send an email as part of one of its entry or exit steps, and that email contains a document with merge fields, the email will contain an un-merged version of the document.

ECRM-18070

When you delete a company from the Contacts workspace hierarchy view, the view may go blank.

Workaround:
Select another company to display the hierarchy view again.

ECRM-19263

When you sort custom fields by priority, the priority is determined by the order in which the custom fields were originally defined. There is no way to update this ordering.

ECRM-20419

When using NexJ CRM on an Apple operating system, an inconsistent mix of fonts may display in the UI.

ECRM-21087

If you change the start date of a recurring task that has a future start date, a new non-recurring task is created with that start date. Additionally, the recurrence start date for the original task is adjusted incorrectly.

ECRM-21138

If a rule has been configured for schedule items, then you may encounter an unexpected error when attempting to edit an instance of a recurring schedule item to add location information.

ECRM-22434

If you have a dialog open and click the browser back button, the application may not display as expected. This occurs only if you are using Microsoft Internet Explorer version 11.

ECRM-22753

If an alert displays while you are entering notes or other information in a Business Process form, the information you were entering in the form may be lost.

ECRM-23139

After creating a contact on using the Add action in the application toolbar, the newly created profile may not always display as expected. This only occurs if the workspace that the contact was created from is not the Contacts workspace.

ECRM-23229

When you use the Actions button on top of the contacts list on the Contacts workspace to create a task or document for one or more contacts and then add a related follow-up activity, the follow-up activity might not be successfully created for the contacts.

ECRM-23474

When you select multiple contacts on the Contacts workspace, add them to a call list, and navigate to the Call Lists (Capital Markets) workspace, the options menu disappears from the banner on the Call Lists (Capital Markets) workspace when the application is refreshed.

ECRM-23714

When you switch filters on the Opportunities, Events, and Securities workspaces, auto-select does not work as expected and older selections persist in the interface.

ECRM-23750

If you create a user-defined filter that uses a specific entity value as a search criteria, and then later delete that specified entity, an error occurs when accessing the original filter. For example, if you create a filter that searches specifically for Company = My Company, and later delete My Company, you may receive errors when opening the filter.

Workaround:
If you do not update the filter before the referenced entity is deleted, you can still delete the recreate the filter.

ECRM-23890

When your administrator has enabled the Enable Recipient Screen When Notification Rule Satisfied user option for the system, and you add one appointment on the Schedule workspace, two schedule items are created.

ECRM-24038

When you have selected multiple contacts on the Contacts workspace, and you are adding a task or document, the Follow-Ups tab is available in the New Task or New Document dialog even though it is not supported for batch operations.

ECRM-24116

If you create a schedule item for multiple entities and then delete any of those entities, the deleted entities show up as Not visible in the For field of the Edit dialog even though they are no longer in the system and should not be listed in the For field after deletion.

ECRM-24184

When your administrator has enabled time zones, Capital Market sample data, and Tags in NexJ Admin Console, and you add a schedule item on the Schedule workspace, assign the item to a team, and assign team members, the OK and Cancel buttons do not display correctly in the Add Schedule Item dialog.

ECRM-24316

An issue occurs when you launch NexJ CRM using Microsoft Internet Explorer 11, navigate to the Contacts workspace, open the Journal tab for a contact, and you toggle between the Calendar tab and any other tab in the same group (for example, between the Calendar tab and the Conversations tab). Each time the Calendar tab is reloaded the format of the calendar appears with abbreviated numerical dates and then is auto-adjusted to display the day and name of the month.

ECRM-24377

Notifications from service level agreements are not working as expected.

ECRM-24420

The last list item in a nested list does not display properly in the Batch Email rich text editor when eight or more nested list levels are added to the list hierarchy.

ECRM-24612

When you add an activity, select the drop-down to override an existing template, and you select No in the confirmation message to not override the details using the new template's default values, your selection is not respected and additional information beyond the title of the template is overridden.

ECRM-24618

If you have the Contacts workspace open in Google Chrome, and you paste text and images from any source into the Rich Text editor of the Batch Email dialog, another dialog box opens indicating you are required to paste it again.

ECRM-24630

When you create a batch email in the rich text editor using the Block style or the Normal (DIV) paragraph format for text, and send the email, the line breaks are not retained as expected in the email.

ECRM-24780

When an advanced filter is applied on the contact list, clicking X in the quick find field does not clear the filter.

Workaround: 
Click the Show filter button  to open the advanced filters and then click Clear to clear the filter.

ECRM-24782

In the Notifications sidebar, when you click on the Options button for a selected notification to open the notifications drop-down menu, and you click on somewhere else on the user interface, the notification drop-down menu does not disappear as expected.

Workaround:
To remove the drop-down menu, click on the blank spaces in the Notifications sidebar or select an option (for example, Clear or Turn Off).

ECRM-24792

The confirmation message that displays when you switch activity templates, and asks you if you want to override the details using the new template's default values, needs to be improved.

ECRM-24874

If you switch to the French locale and open the Options > Affichage drop-down menu, the Événements option appears at the end of the selection list instead of in alphabetical order. This is inconsistent with the English locale.

ECRM-24993

When you create a category that can only be applied to companies on the Customize workspace, the category shows up in the advanced search for contacts as well.

ECRM-24996

In some cases, the Add button , the View All Notifications button , and the View Conversations button may intermittently disappear from the NexJ CRM navigation toolbar.

ECRM-25039

Custom fields that require an object are missing from the Custom Field drop-down in the Name and Profile section of the advanced filter on the Contacts workspace.

ECRM-25191

When a contact's rep code is updated, it results in unnecessary activities in the My Contact's Recent Activities portlet on the Home workspace.

ECRM-25330

In the Custom Fields tab of the Customize workspace, the action menu or right click mouse button cannot be used to delete associated Contact Types for a selected Custom Field.

ECRM-25394

In the Edit Activity Plan Steps dialog, the scrollable list of steps should span the entire dialog as opposed to half of the dialog.

ECRM-25405

If you use Microsoft Internet Explorer version 11 in native mode, opening a dialog in a contact's Detail tab resets the current scroll position.

ECRM-25423

If you edit an email in the Journal tab, and add many contacts and users, the Edit Email dialog extends and hides the buttons.

Workaround:
Drag the bottom of the dialog to display the buttons.

ECRM-25444

If you add new events on the Events workspace, only events with legs appear in the Event List report.

ECRM-25466

If you are using two monitors and you launch NexJ CRM on your secondary monitor using Microsoft Internet Explorer 11, open the rich text editor and type in a misspelled word, and right-click on the misspelled word, the right-click menu displays on your primary monitor.

ECRM-25468

When you are using Google Chrome or Mozilla Firefox as your browser, you are copying a PNG image from File Explorer using your right-click menu, and pasting it into the rich text editor, the paste option is disabled in the right-click menu.

ECRM-25478

When you create a schedule item with the Reminders dialog in the background, open another tab on your browser, and reopen the Reminders dialog, double-clicking on any of the buttons will result in an exception.

ECRM-25521

When you have created a batch email by entering text in the rich text editor using the Formatted paragraph format, and sent or saved the email, the formatted text does not wrap as expected.

ECRM-25544

If you include an email signature and a right aligned table with a width less than 100% in a batch email, the email signature and the table overlap in the rich text editor preview.

ECRM-25653

If you send a batch email with a very long subject title, the titles do not truncate correctly and when you select Completed Batch Processes on the Contacts workspace, and you select an email, the drop-down icon does not appear in the filter in the user interface.

ECRM-25731

If you enter an invalid Start date in the Add/Edit Schedule Item dialog that results in a validation error, the invalid date error persists even after the application automatically changes the invalid date to a valid date.

Workaround:
Manually enter a valid date to resolve the validation error.

ECRM-25737

Users without editing privileges are able to merge contacts who have edit security set to private on the Contacts workspace.

ECRM-25738

When you have created a custom field with an active notification rule, and you try to delete it from a contact's profile, an unexpected error displays.

ECRM-25768

If you use the French locale, some tab names on the Events and Customize workspace do not display correctly.

ECRM-25797

If you add an event on the Events workspace using the French locale, then enter a special character in the Pays d'origine field, the list of countries does not display. The list of countries only displays if you use the IBM HTTP Server.

ECRM-25916

If you add a contact rule with the update field set to Preferred Communication, the preferred communication does not display in the Communications tab on the Contacts workspace.

ECRM-25938

If you open NexJ CRM in Apple Safari on a MacBook and click the View Conversations or View All Notifications button in the navigation toolbar, the Conversations and Notifications sidebars do not load properly.

ECRM-25966

If you modify a previously created meeting and resend the meeting invitations, the Response field in the Attendees tab does not reset to None.

ECRM-26035

When you are using Google Chrome as your browser, and you right-click on the body of an email, the right-click menu is not invoked for emails saved from Microsoft Outlook.

ECRM-26104

When you send a batch email using the French locale, the Send Email text in the Rappels (Reminder) dialog is not localized.

ECRM-26120

When using Google Chrome, if you change the text color in the body section of the Batch Email dialog, the color of the text cursor changes to match the color of the text.

ECRM-26121

In the rich text editor, if you highlight text and drag it to the right edge of the dialog, the text is deleted.

ECRM-26125

When you are creating a schedule item for more than 100 users, the number of users is capped at +99 users in the Assign To field.

ECRM-26133

When using Internet Explorer 11, if you continuously paste formatted paragraphs from Microsoft Word into a rich text editor, the paragraphs do not retain their formatting.

ECRM-26147

On the Events workspace, if you send an email confirmation to contacts for an event meeting in a leg, the email received in a contact's journal on the Contacts workspace contain HTML tags.

ECRM-26148

When you are pasting an image into the rich text editor using the Paste as plain text button, the Ctrl+V keyboard shortcut does not work as expected when you are using Microsoft Internet Explorer or Mozilla Firefox.

ECRM-26157

If you set the Recurrence Pattern for a task to start the subsequent task on the due date of the original task, the start date of the original task should be unaffected since you set the recurrence pattern after you set the start date for the task. Instead, the initially specified start and due dates are altered causing the first instance of the recurring series to be ignored and the task to start with the second instance of the recurrence.

ECRM-26165

When you add a new contact and create a new household, and then you delete the same contact in the relationship hierarchy on the Contacts workspace, the relationship hierarchy does not always switch context correctly when the contact is deleted.

ECRM-26166

On the Contacts workspace, an error is generated for a selected contact who you have previously printed a document with an attachment for, and after you have replaced the attachment for the document in the Document Manager.

ECRM-26221

When you add recurrence to an existing schedule item, the change sometimes takes longer than expected to be saved.

Workaround:
Instead of editing the schedule item, delete the schedule item and create a new one with the desired recurrence.

ECRM-26352

When you create a meeting on the Schedule workspace, confirm the meeting, send email notifications, reopen the meeting item, and click OK, instead of the Edit Meeting dialog closing, you are asked whether you want to resend the email notifications even though you haven't made any changes.

ECRM-26375

If the Hierarchical Access Model (HAM) is enabled, and you create data for 300,000 entities, add a rep code in NexJ Admin Console, log in as a user to NexJ CRM, and select the rep code for a contact on the Contacts workspace, the query can time out.

ECRM-26390

When you copy tables from Microsoft Word into the body of emails that are sent to contacts, these tables do not format properly when you run Detail Reports for these contacts.

ECRM-26454

When you delete a product for a parent opportunity in the Detail tab on the Opportunities workspace, the deletion does not display in the audit trail for parent opportunities.

ECRM-26470

When a user is removed from a team in NexJ Admin Console, the Team Schedules tab on the Schedule workspace is not updated correctly.

ECRM-26505

When using Google Chrome, if you send an email to a contact from the Contacts workspace, navigate to the Activities subtab in the Journal tab, double-click on the email, and click the From or To email link, a new untitled blank web page is opened with "mailto:emailAddress" displayed in the address bar, where emailAddress is a variable.

ECRM-26550

Some users may experience an error when attempting to add a new contact as part of creating a relationship custom field in the contact Profile tab.

ECRM-26556

When you maximize a rich text editor, for example, the Body field in the Batch Email dialog, and enter text, the text does not display as you type it, and it gets typed in the wrong field.

Workaround:
To ensure that the text goes to the correct field, click in the text area of the maximized window before entering the text.

ECRM-26645

When you print a document in NexJ CRM, an issue causes merge fields with multi-line values to ignore text formatting.

ECRM-26724

When you export leads from the Leads workspace to a CSV file, private records that you do not have access to display in the CSV file.

ECRM-26771

When you search for one record on the Customize, Securities, Opportunities workspaces, and in the Journal tab and Portfolio tab on the Contacts workspace, and you delete the record from the results list and clear the search, the first record in the results list is not automatically selected as expected.

ECRM-26785

If you use the keyboard arrows to change the subject area when creating an advanced filter expression and then execute the filter, an orphaned confirmation prompt without functional value is displayed.

ECRM-26790

The relationship hierarchy on the Contacts workspace does not enable you to delete custom fields.

ECRM-26792

In Google Chrome, if you scroll down to a notification in the Notifications sidebar, and make a change to the notification, the sidebar scrolls up and down momentarily.

ECRM-26797

Deleted predefined filters continue to be visible in the Set Filter drop-down menu on the Contacts workspace. Refreshing the page does not resolve the issue.

Workaround:
Select a different entity type in the Set Filter drop-down menu.

ECRM-26861

If a business process involves sending email notifications and one or more users listed as recipients for the notifications do not have an email address specified, an error displays when you run the business process.

Workaround:
Ensure that users listed as recipients of notifications for business processes have a valid email address. You can view and add email addresses in the Communications tab for a user in NexJ CRM.

ECRM-26915

When you change the view to a month on the Schedule workspace, and select the Schedule Month Report, the end date in the Report Parameters dialog does not default to the expected date.

Workaround:
Change the end date to the required date.

ECRM-26916

When you change the view to a month on the Schedule workspace, and select the Schedule Week Report, the start and end dates in the Report Parameters dialog do not default to the expected week.

Workaround:
Change the dates to the required dates.

ECRM-26947

A performance issue occurs when you are adding a related campaign in the edit dialog of a schedule item.

ECRM-27000

When using French locale, the required date format is incorrect. This format specifier is merely a reference. It is acceptable to enter 4 characters for months that have the same prefix (e.g., juin or juil).

ECRM-27002

If NexJ CRM has a large number of custom field types, and you are using Microsoft Internet Explorer as your browser, when you add a custom field on the Contacts workspace using the Select Custom Fields dialog, the browser becomes unresponsive.

ECRM-27018

On the Contacts workspace, if you send a batch email with a PDF attachment, emails are not delivered successfully. You can view error details for the batch process in the Batch Processes dialog under the Options menu.

ECRM-27058

When there is an extended delay in responding to an alarm dialog, performing a subsequent action on the alarm dialog may result in an error message stating that the application and server are out of sync due to a network communication error.

ECRM-27060

The Select List dialog for saved lists on the Contacts workspace does not display all of the saved lists that are available. It only displays the first 300 saved lists and does not provide an option to display more lists.

ECRM-27082

When you refresh a Reminder dialog by sorting or editing the current reminders, an additional reminder that is due in the future is displayed in the Reminder dialog.

ECRM-27215

When you are adding an address for a contact, the State drop-down field in the New Address dialog uses abbreviated captions for state names. The State drop-down field for advanced searching uses full captions. This means that you cannot search for contacts by state using abbreviated captions. 

ECRM-27232

When the Email Recipients global application setting is enabled in NexJ Admin Console, you are sending a batch email to contacts, you have opened the Recipients tab in the Batch Email dialog, and are adding individual recipients, the list of contacts displays as empty in the Recipient Picker dialog.

Workaround:
In the Recipient Picker dialog, select Companies in the drop-down field and then select Contacts to refresh and display the list of contacts.

ECRM-27265

If you have inactive contacts in your entity list and you create a user-defined filter on the Contacts workspace where the Active field equals Inactive, and you run the filter, the filter does not return the correct results.

ECRM-27277

When deploying NexJ Server to a machine secured using SSH keys, the deployment fails if the SSH key file is secured by a passphrase. Only keys without a passphrase are currently supported.

ECRM-27286

The batch update for custom fields and categories is not filtered by the entity types that are set in NexJ Admin Console.

ECRM-27390

When you add an attachment to an activity in the Journal tab for a contact, and filter the journal activities list by typing the attachment name (using the format file:filename) in the Description filter field, and clicking Find, the activity list returns empty.

ECRM-27408

The NexJ CRM application may appear unresponsive if a dialog is closed while a request is being processed on that dialog. The application will return to its correct state after the request has finished processing.

ECRM-27440

When sending batch emails with attachments to contacts, the required confirmation messages do not display when the batch email is completed.

ECRM-27475

When you delete all occurrences of a recurrent schedule item, you will experience a performance delay.

ECRM-27482

In the Notifications sidebar, when you click on the Options button for a selected notification to open the notifications drop-down menu, and you click on somewhere else on the user interface, the notification drop-down menu does not disappear as expected.

Workaround:
To remove the drop-down menu, click on the blank spaces in the Notifications sidebar or select an option (for example, Clear or Turn Off).

ECRM-27515

Occasionally, search suggestions do not appear with the type-ahead functionality for a drop-down field.

ECRM-27534

When the Email-to-service-request service creates service request IDs, instead of creating IDs with consecutive numbers, the service erroneously increments the IDs by 64 each time a new ID is created.

ECRM-27539

When you have created and started a business process for a service request, the Locked by Business Process badge and buttons are misaligned in the banner for the service request.

ECRM-27540

When adding coverage users for a contact in the Detail tab on the Contacts workspace, you can set the start date for coverage to be after the end date.

ECRM-27545

If you apply relationship custom fields to a household and then view the household tree on the Contacts workspace with the Contacts filter applied, the household tree does not show the relationship custom fields.

Workaround:
Collapse and then expand the household tree.

ECRM-27571

Instead of being disabled, the Mark as Complete option for schedule items is available to users who only have read access.

ECRM-27574

When the Enable Entity Merge to be run on a batch process user option is enabled in NexJ Admin Console for the system, and you attempt to merge company records by selecting the Merge into option on the Contacts workspace, the resulting batch process fails.

ECRM-27594

When the Enable Service Requests user option is disabled for the System user in NexJ Admin Console and you choose to batch print for contacts or batch email contacts, the Service Request activity option erroneously displays for selection in the Follow Ups tab in the Batch Print or Batch Email dialog.

ECRM-27615

When a conditionally visible group of tabs is added to a workspace, a refresh may be required to display data in one or more tabs.

ECRM-27651

When you are adding coverage to a contact on the Contacts workspace, user-configured default values are not automatically filled in.

ECRM-27700

Inconsistent formatting is used to display contact names in the Journal subtabs.

ECRM-27732

User-defined filters on currency fields display the user's preferred currency symbol, but this symbol is not taken into account in the search itself.

ECRM-27738

When leads with accented characters in the name are imported using an Import Data process the accented characters are replaced with unknown characters.

Workaround:
Create leads with accented characters through the user interface.

ECRM-27750

Meeting invitations that are emailed to a Gmail account by a delegate user are received as ICS file attachments, which means they must be downloaded in order to see the meeting invitations.

ECRM-27751

Premature and unnecessary dispatch calls can occur due to the erroneous consideration of messages from saturated queues when determining the next deliverable message.

ECRM-27768

When you initiate and cancel call logs sequentially for leads in a call list, the Call Lists workspace goes blank at some point in the sequence. Data on the workspace reappears when you select a different call list and then switch back to the original list.

ECRM-27832

If you switch to the French locale for NexJ CRM in Google Chrome, and open the Modifier le filtre dialog or the Nouveau filtre dialog, the Enregister sous button text displays in two lines instead of one line.

ECRM-27865

When you run a Briefing Book Report on the Schedule workspace with the Show Interactions checkbox selected, and the related contacts have several activities associated with them, you will receive a time out error and the report will not be generated because it is too large.

Workaround:
Deselect the Show interactions checkbox.
If you do not want to generate the interactions report, a time window is selected. By default, the time window is not mandatory and the system generates a report of ALL of interactions for the contact, which triggers the timeout.

ECRM-27958

Users can set the stage for a service request to closed with the status still being open. This means that the status badge for the service request remains open.

ECRM-27977

When you hover over the Related Leads badge in the banner for a selected lead on the Leads workspace, it does not enable you to view all of the related leads.

ECRM-27993

Some PDF files may take two or three minutes to attach to emails sent through NexJ CRM.

ECRM-28006

The placement of the asterisk for the required Action and Type fields is inconsistent in the Update a Custom Field dialog on the Contacts workspace.

ECRM-28070

When you are printing a document for multiple contacts on the Contacts workspace, and you are using Mozilla Firefox, the rich text editor does not display as expected in the Select from Document Manager dialog.

ECRM-28093

If you access the Manage Call Lists dialog on the Call Lists (Capital Markets) workspace using the Mozilla Firefox browser, the list of existing call lists does not fully display in the available space.