AC Lite User Checklist - Revision history

Sagecrmw at 07:56, 29 August 2025

2025-08-29T07:56:43Z

← Older revision		Revision as of 08:56, 29 August 2025
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	[[File:view password.png]]		[[File:view password.png]]

	8. If the user cannot log in check their CRM user license and make sure its not a concurrent license and there is a free		8. If the user cannot log in check their CRM user license and make sure its not a concurrent license and if so there is a free "seat" they can log into.

Sagecrmw at 23:08, 16 June 2025

2025-06-16T23:08:51Z

← Older revision		Revision as of 00:08, 17 June 2025
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	1. Make sure the user can log into Normal CRM and use things like Quick Search and see their calendar without errors.		1. Make sure the user can log into Normal CRM and use things like Quick Search and see their calendar without errors.

	2. Check the user is allowed log on to CRM via CRM's web services (Allow WebService Access:True)		2. Check the System has webservices enabled (Administration → System → Web Services)

			[[File:adminsyswebservice.png]]

			and user is allowed log on to CRM via CRM's web services (Allow WebService Access:True)
	Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the		Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the
	"Allow WebService Access" setting is set to true		"Allow WebService Access" setting is set to true

Sagecrmw at 21:00, 16 January 2024

2024-01-16T21:00:33Z

← Older revision		Revision as of 22:00, 16 January 2024
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	[[File:allowwebservice.png]]		[[File:allowwebservice.png]]

	3. AC Lite ~~Componment~~ Installed		3. AC Lite Component Installed

	Confirm with your admin that the server component (acnative.zip) for AC Lite is installed via the Sage CRM component manager.		Confirm with your admin that the server component (acnative.zip) for AC Lite is installed via the Sage CRM component manager.

Sagecrmw at 12:50, 3 October 2023

2023-10-03T12:50:11Z

← Older revision		Revision as of 13:50, 3 October 2023
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	[[File:allowwebservice.png]]		[[File:allowwebservice.png]]

	2. AC Lite license check.		3. AC Lite Componment Installed

			Confirm with your admin that the server component (acnative.zip) for AC Lite is installed via the Sage CRM component manager.

			4. AC Lite license check.

	Log into the customer 365 portal and open the "My Products" page		Log into the customer 365 portal and open the "My Products" page
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	If the user is not there check that there is a seat available.		If the user is not there check that there is a seat available.

	3. Does the user have an email address in CRM matching the one they use for the license check.		5. Does the user have an email address in CRM matching the one they use for the license check.

	4. You cannot use the ampersand '&' character or '%' character or '#' hash in a Sage CRM password when using Accelerator (this is due to a web-service bug in Sage CRM).		6. You cannot use the ampersand '&' character or '%' character or '#' hash in a Sage CRM password when using Accelerator (this is due to a web-service bug in Sage CRM).
	**Other strange characters may also be unsupported-remove all to test		**Other strange characters may also be unsupported-remove all to test

	6. If there is a persistent issue, please ensure your password is correct. You can check this by simply typing the password into notepad or using the 'eye' to double check the password entered is correct.		7. If there is a persistent issue, please ensure your password is correct. You can check this by simply typing the password into notepad or using the 'eye' to double check the password entered is correct.

	[[File:view password.png]]		[[File:view password.png]]

	7. If the user cannot log in check their CRM user license and make sure its not a concurrent license and there is a free		8. If the user cannot log in check their CRM user license and make sure its not a concurrent license and there is a free

Sagecrmw at 19:16, 13 June 2023

2023-06-13T19:16:07Z

← Older revision		Revision as of 20:16, 13 June 2023
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	A checklist to be used when a user cannot log on to Accelerator Lite.		A checklist to be used when a user cannot log on to Accelerator Lite.

	1. Make sure the user can log into Normal CRM and use things like Quick Search		1. Make sure the user can log into Normal CRM and use things like Quick Search and see their calendar without errors.

	2. Check the user is allowed log on to CRM via CRM's web services (Allow WebService Access:True)		2. Check the user is allowed log on to CRM via CRM's web services (Allow WebService Access:True)

Sagecrmw: Created page with "A checklist to be used when a user cannot log on to Accelerator Lite. 1. Make sure the user can log into Normal CRM and use things like Quick Search 2. Check the user is allowed log on to CRM via CRM's web services (Allow WebService Access:True) Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the "Allow WebService Access" setting is set to true File:allowwebservice.png 2. AC Lite license check...."

2023-06-12T15:18:58Z

Created page with "A checklist to be used when a user cannot log on to Accelerator Lite. 1. Make sure the user can log into Normal CRM and use things like Quick Search 2. Check the user is allowed log on to CRM via CRM's web services (Allow WebService Access:True) Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the "Allow WebService Access" setting is set to true File:allowwebservice.png 2. AC Lite license check...."

New page

A checklist to be used when a user cannot log on to Accelerator Lite.

1. Make sure the user can log into Normal CRM and use things like Quick Search

2. Check the user is allowed log on to CRM via CRM's web services (Allow WebService Access:True)
Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the
"Allow WebService Access" setting is set to true

[[File:allowwebservice.png]]

2. AC Lite license check.

Log into the customer 365 portal and open the "My Products" page

https://crm.crmtogether.com/customer365/prosupport.aspx

Select the AC Lite license and from that screen check that the user is in the user list (bottom of the page)

If the user is not there check that there is a seat available.

3. Does the user have an email address in CRM matching the one they use for the license check.

4. You cannot use the ampersand '&' character or '%' character or '#' hash in a Sage CRM password when using Accelerator (this is due to a web-service bug in Sage CRM).
**Other strange characters may also be unsupported-remove all to test

6. If there is a persistent issue, please ensure your password is correct. You can check this by simply typing the password into notepad or using the 'eye' to double check the password entered is correct.

[[File:view password.png]]

7. If the user cannot log in check their CRM user license and make sure its not a concurrent license and there is a free