We recently had a case where an upgrade was done from and older CRM version straight to the latest version of CRM 2022. All sorts of issues and options and fields were missing. Or fields were in the right locations but the names or options within the dropdown menus were named differently or missing all together.

This led to the question, how was this upgrade done? Which steps were taken?

Here are some tips on where to look for the right information before upgrading as well as some tips as to where to look after an upgrade to fix errors before moving on to the next step.

We can check which Sage CRM versions are supported here.

Knowing the support lifecycle of a Sage CRM version is important. It can help us dictate and plan ahead of time to stay updated and supported.

Customers are supported in their upgrades from Sage CRM 2019 R1 and R2 ONLY onwards. You can use the Sage CRM 2021 R2 installation package to upgrade from versions 2022 R1, 2021 R2, 2021 R1, 2020 R2, 2020 R1, 2019 R2, and 2019 R1.

There is a great post on planning your upgrade and changes in support software found here.

If you have a Sage CRM version that is older than a Sage CRM supported version just like the case we had earlier this month, you can email support for specific upgrade paths to ensure you have the best success for a smooth upgrade.

Our main issue was that after upgrade the Translations from within multiple customizations had not been carried across. Luckily the business partner had a system with the older version and we were able to cross check the differences between the two. Caption codes were all missing.

We checked the error in the upgrade logs and filtered the errors and found all issues pointing us directly to the tables we needed.

We manually created the translations back and refreshed metadata and were able to see all of our field names, options and menus restored to their correct names.