AC Plus Guide - Revision history

Sagecrmw at 16:40, 26 March 2025

2025-03-26T16:40:29Z

← Older revision		Revision as of 17:40, 26 March 2025
Line 12:		Line 12:

	When you click option 2 (Add User) you fill in the user screen		When you click option 2 (Add User) you fill in the user screen

			* It is recommended that you create a CRM Resource USER and assign that to the ACPlus user as you can report better in CRM if you do this as records will be marked against that resource user.

	[[File:acplus new user1.png]]		[[File:acplus new user1.png]]

Sagecrmw at 14:40, 5 July 2023

2023-07-05T14:40:11Z

← Older revision		Revision as of 15:40, 5 July 2023
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	[[File:acplus config taskpane.png]]		[[File:acplus config taskpane.png]]

			----

			Tab Customisations

			Custom pages in Accelerator tabs will only show files with "_acplus" in the name

			For example

			SageCRMWS/ac2020/crmcompany_acplus_js.asp

			There are 2 reasons for this

			1. As users do not lot into AC Plus as a CRM user there is no SID value so you need to account for that

			2. You may not want AC Plus users to see certain pages.

			We do ship some '_acplus' sample files in 'CustomPages/SageCRMWS/ac2020/' but note that our SageCRM.js include files cope with CRM Auth and AC Plus Auth.

Sagecrmw at 11:30, 4 July 2023

2023-07-04T11:30:53Z

← Older revision		Revision as of 12:30, 4 July 2023
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	~~'''Download'''~~

	~~First click [https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe here] to download the Accelerator Plus Outlook Classic Add-in~~

	~~'''Install'''~~

	~~Please NOTE that if you are moving from the CLASSIC UI you must uninstall the old outlook client and install the new one.~~

	~~1. Close Outlook.~~

	~~2. Run the application install you downloaded (double click on it). '''Do NOT run the installer as administrator'''~~

	~~3. Follow the wizard instructions~~

	~~4. Open Outlook and click "Allow" on any prompts that appear (usually 2).~~
	~~You will now see the CRM Together section in the Outlook Ribbon.~~

	~~----~~

	'''User Management'''		'''User Management'''

Sagecrmw at 11:26, 4 July 2023

2023-07-04T11:26:43Z

← Older revision		Revision as of 12:26, 4 July 2023
Line 18:		Line 18:
	You will now see the CRM Together section in the Outlook Ribbon.		You will now see the CRM Together section in the Outlook Ribbon.

			----

	'''User Management'''		'''User Management'''

Sagecrmw at 11:26, 4 July 2023

2023-07-04T11:26:34Z

← Older revision		Revision as of 12:26, 4 July 2023
Line 1:		Line 1:


			'''Download'''

			First click [https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe here] to download the Accelerator Plus Outlook Classic Add-in

			'''Install'''

			Please NOTE that if you are moving from the CLASSIC UI you must uninstall the old outlook client and install the new one.

			1. Close Outlook.

			2. Run the application install you downloaded (double click on it). '''Do NOT run the installer as administrator'''

			3. Follow the wizard instructions

			4. Open Outlook and click "Allow" on any prompts that appear (usually 2).
			You will now see the CRM Together section in the Outlook Ribbon.


	'''User Management'''		'''User Management'''

Sagecrmw: Created page with " '''User Management''' File:acplus add user.png 1. Click "Accelerator Plus" 2. Option to add a new user 3. Option to remove a user When you click option 2 (Add User) you fill in the user screen File:acplus new user1.png '''Configure''' You can test and configure the system via the Config page 1. Click "Config" 2. Click "Test your Accelerator Plus Configuration" 3. You see the task pane File:acplus config taskpane.png"

2023-06-23T12:29:16Z

Created page with " '''User Management''' File:acplus add user.png 1. Click "Accelerator Plus" 2. Option to add a new user 3. Option to remove a user When you click option 2 (Add User) you fill in the user screen File:acplus new user1.png '''Configure''' You can test and configure the system via the Config page 1. Click "Config" 2. Click "Test your Accelerator Plus Configuration" 3. You see the task pane File:acplus config taskpane.png"

New page

'''User Management'''

[[File:acplus add user.png]]

1. Click "Accelerator Plus"

2. Option to add a new user

3. Option to remove a user

When you click option 2 (Add User) you fill in the user screen

[[File:acplus new user1.png]]

'''Configure'''

You can test and configure the system via the Config page

1. Click "Config"

2. Click "Test your Accelerator Plus Configuration"

3. You see the task pane

[[File:acplus config taskpane.png]]