One of our colleagues from implementation team was installing Sage CRM for a client demo. After installing CRM, he was unable to login and encountered some issue which we are going to discuss in this blog.
Follow is the list of common issues which he came across while login into Sage CRM with its cause and possible solution.
Also Read: Need to access your Sage 100 data on the move from Mobile & Tablets?
Issue 1: A number of Named Users need to be disabled to enable the system License. Please contact your System Administrator.
Cause: After investigating, we found that the user while installing Sage CRM had mistakenly checked the option to use demo data. The license which was used while installation was for 10 users, whereas the demo database attached to Sage CRM has 20 active users.
Resolution: Our first place to search for anything on Sage CRM is the Community and we found Jeff had already provided insights this one .. Resolution
Issue 2: User is currently disabled or set as the resource.
Cause: From the error message, there can be only 2 possibilities. Either user is disabled or it is set as resource.
Resolution: Resource field at the user level is set as False due to which above issue occurs. To resolve this, execute below query.
Update Users Set user_resource =’True’ where user_logon= ‘<user logon name>’
Issue 3: User is locked out.
Cause: If user enters their password incorrectly three times (By default value), they are locked out of the system.
Resolution: Users can be unlocked by Admin user. However, what if the Admin user is locked. In that case, you can do the same by executing the below query in SQL server management studio on Sage CRM database.
Update users set user_accountlockedout = null where user_logon =’<<user logon name>>’
These are some issue which users come across while login into Sage CRM following the given steps it can be solved easily.
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Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
