View source for Connections

'''This page is to help you set up your Sage CRM connection'''

When you first open the app it will prompt you to create a connection.

[[File:ac_connection1.png]]

Click the PLUS (+) button and you will see a dialog

[[File:ac_connection2.png]]

1. 
Enter in your CRM url in one fo the formats

  * https://crm.yourserver.com/CRM/
  * http://yourserver/CRM/

2. CRM Username

3. CRM User password

4. Remember me (stores the password)

5. Connection name - Internal name

6. Connection Caption - The text you see in the screen

7. Enabled - Tab is not shown if not enabled

8. Connect - Tries to login and saves the connection details


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'''Troubleshoot'''

Help ref# 77342

If you get a CORS issue like the image below

[[File:ac_corsissue.png]]

It could be an issue with your web.config in that it is missing the CORS xml code

On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section. 

You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.

  <system.webServer>
    <httpProtocol>
      <customHeaders>
        <add name="Access-Control-Allow-Origin" value="*" />
        <add name="Access-Control-Allow-Headers" value="*" />
        <add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" />
        <add name="Access-Control-Allow-Credentials" value="true" />
        <add name="Access-Control-Allow-Private-Network" value="true" />
      </customHeaders>
    </httpProtocol>
....leave any code in between thats there already...and do not copy this line in  :)
  </system.webServer>

'''If you do not see it then add it in. '''

Add in the section

    <httpProtocol>
      <customHeaders>
        <add name="Access-Control-Allow-Origin" value="*" />
        <add name="Access-Control-Allow-Headers" value="*" />
        <add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" />
        <add name="Access-Control-Allow-Credentials" value="true" />
        <add name="Access-Control-Allow-Private-Network" value="true" />
      </customHeaders>
    </httpProtocol>

between

  <system.webServer>

and 

  </system.webServer>

then after  </httpProtocol> add in


     	<rewrite>
            <outboundRules>
                <clear />                
                <rule name="AddCrossDomainHeader">
                    <match serverVariable="RESPONSE_Access_Control_Allow_Origin" pattern=".*" />
                    <conditions logicalGrouping="MatchAll" trackAllCaptures="true">
                        <add input="{HTTP_ORIGIN}" pattern="(http(s)?://((.+\.)?crmtogether\.com|(.+\.)?localhost\#|(.+\.)?capacitor\.com))" />
                    </conditions>
                    <action type="Rewrite" value="{C:0}" />
                </rule>           
            </outboundRules>
        </rewrite>


No need to restart IIS or anything. Just save the file.

*** UPDATE: 17 March 2024 ***

It appears that a wildcard header in the “Access-Control-Allow-Origin” header  is no longer accepted. This causes a CORS issue and you cannot  log in. 
We fixed this using the details above