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Support Article
Mar 11, 2019

Summary User adds attachments while creating cases on an application. The attachment is blank on downloading it. This occurs while adding an attachment to an Appointment and submitting the Appointment. This occurs on Pega Sales Automation 7.4. Error Messages   Not Applicable Steps to Reproduce  …

Support Article
Mar 6, 2019

Summary Horizontal scrollbar displays and moves the screen with the Case header towards the empty side on opening a work object. Error Messages Not Applicable Steps to Reproduce 1) Log in to the Sales Manager portal 2) Open a case or an organization. Horizontal scrollbar displays   Root Cause…

Support Article
Feb 27, 2019

Summary Reports do not display on the report browser. On each public category, 0 displays indicating that there are no reports. Error Messages "pzRBShortcuts ** ** Retrieving the report data exceeded the limit of 30 seconds. Please try making the report more specific by further limiting which…

Support Article
Feb 6, 2019

Summary After installing  HFix-48351 , Designer Studio Interface styles are modified. Error Messages Not Applicable Steps to Reproduce Not Applicable Root Cause A defect or configuration issue in the operating environment. Resolution As a local-change, include the below code in UserWorkForm : <…

Support Article
Dec 7, 2018

Summary When using the Forecast tool, to add an Override amount, a Close Date, and a Category to an Opportunity, the Override close amount and Category are set correctly. However, on filtering the Override territory, the Opportunity displays for the same quarter and year of the Opportunity, instead…

Support Article
Nov 15, 2018

Summary On selecting a time slot in the Availability overview while creating an appointment, the start and end time of the appointment populate with time two hours ahead of the selected time. Error Messages Not Applicable Steps to Reproduce Log in to Pega Sales for Automation Select GMT for…

Support Article
Nov 15, 2018

Summary Database constraint validation error occurs during an upgrade from Sales Automation 7.13 to Sales Automation 7.31.  Error Messages Batch failure. The batch was submitted, but at least one exception occurred on an individual member of the batch. com.ibm.db2.jcc.am.…

Support Article
Nov 13, 2018

Summary In the application, when the operator locale is set to it_IT (Italy), the currency format displays incorrectly. For example, the control displays 1,00,000.00 for 100000 in the UI. For locales such as de_DE or fr _FR, the control displays the currency format correctly (100,000.00). Error…

Support Article
Oct 26, 2018

Summary In the ‘Sales Automation for Sales Ops’ portal, Leads view does not refresh for Individual or Business filter. This occurs after creating a new Lead. Error Messages Not Applicable Steps to Reproduce Create a new Individual lead. Navigate to the leads list. Switch the filter between All and…

Support Article
Oct 8, 2018

Summary Unable to add attachments to meeting requests in Microsoft Outlook. Error Messages ErrorInvalidPropertySet Steps to Reproduce Log in to the Pega 7.31 Sales Automation portal. Open Sales Automation for Sales Rep. Click Appointments link on the left menu. Click Create Appointment button on…