User Checklist - Revision history

Sagecrmw at 20:06, 4 September 2025

2025-09-04T20:06:45Z

← Older revision		Revision as of 21:06, 4 September 2025
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	[[File:Client App URL.png]]		[[File:Client App URL.png]]

	8. If the add-in does not show up then within Outlook ~~removed~~ the Outlook Social Connector and re-enable the CRM Together ~~conatiners~~ add in.		8. If the add-in does not show up then within Outlook remove the Outlook Social Connector and re-enable the CRM Together containers add in.

	9. Stuck? Run outlook in safe mode		9. Stuck? Run outlook in safe mode

Sagecrmw at 16:15, 5 September 2024

2024-09-05T16:15:28Z

← Older revision		Revision as of 17:15, 5 September 2024
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	** If the path is correct then right click on the white area of the task pane and click refresh.		** If the path is correct then right click on the white area of the task pane and click refresh.

	4. You cannot use the '&' (ampersand) character or '%' (percentage) character or '#' (hash) or '+' (plus) in a Sage CRM password when using Accelerator (this is due to a web-service bug in Sage CRM).		4. You cannot use the '&' (ampersand) character or '%' (percentage) character or '#' (hash) or '+' (plus) in a Sage CRM password or USERNAME 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

Sagecrmw at 19:53, 28 May 2024

2024-05-28T19:53:50Z

← Older revision		Revision as of 20:53, 28 May 2024
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	** If the path is correct then right click on the white area of the task pane and click refresh.		** If the path is correct then right click on the white area of the task pane and click refresh.

	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).		4. You cannot use the '&' (ampersand) character or '%' (percentage) character or '#' (hash) or '+' (plus) 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

Sagecrmw at 12:14, 22 March 2024

2024-03-22T12:14:56Z

← Older revision		Revision as of 13:14, 22 March 2024
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	https://accelerator.crmtogether.com/index.php?title=Outlook_Client_Settings		https://accelerator.crmtogether.com/index.php?title=Outlook_Client_Settings

	Note: if you see a blank screen in the taskpane chances are this is the issue		Note: if you see a blank screen in the taskpane chances are this is the issue **

			** If the path is correct then right click on the white area of the task pane and click refresh.

	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).		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).

Sagecrmw at 16:05, 10 July 2023

2023-07-10T16:05:52Z

← Older revision		Revision as of 17:05, 10 July 2023
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	If you need to manually find the logs they are in		If you need to manually find the logs they are in

	C:\Users\<UserName>\AppData\Roaming\CRM Together\~~TSDataIslands~~		C:\Users\<UserName>\AppData\Roaming\CRM Together\TSOutlookAddIn\logs

Sagecrmw at 09:02, 10 July 2023

2023-07-10T09:02:55Z

← Older revision		Revision as of 10:02, 10 July 2023
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	This opens a folder with the logs. Close the settings window, compose an email and attach all the logs.		This opens a folder with the logs. Close the settings window, compose an email and attach all the logs.

			If you need to manually find the logs they are in

			C:\Users\<UserName>\AppData\Roaming\CRM Together\TSDataIslands

Sagecrmw at 08:29, 15 June 2023

2023-06-15T08:29:37Z

← Older revision		Revision as of 09:29, 15 June 2023
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	This opens a folder with the logs. Close the settings window, compose an email and attach all the logs.		This opens a folder with the logs. Close the settings window, compose an email and attach all the logs.

	~~'''Accelerator User Activity'''~~

	~~Some companies may wish to audit the use of Accelerator to establish how many users are actively using it on a daily basis, the following are flags that could be used~~

	~~1. Accelerator uses CRM’s webservices to log into CRM so where you see~~
	~~- WebServices - Browser: ie / Version: 600~~
	~~these would be Accelerator sessions.~~

	~~2. Emails are stored in the communications table and a field~~
	~~comm_outlookEntryID~~
	~~has a value set when created by Accelerator.~~

	~~3. Other items like logging a call and tasks created from Accelerator don’t have a flag but you can query on the actions (PhoneIn/PhoneOut) and see how many have been created.~~

	~~We also don’t have a flag for entities created but could you use a combination of the~~
	~~- WebServices - Browser: ie / Version: 600~~
	~~And queries on the other data to see peoples activity in CRM in general.~~

Sagecrmw at 19:04, 14 June 2023

2023-06-14T19:04:24Z

← Older revision		Revision as of 20:04, 14 June 2023
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	Some companies may wish to audit the use of Accelerator to establish how many users are actively using it on a daily basis, the following are flags that could be used		Some companies may wish to audit the use of Accelerator to establish how many users are actively using it on a daily basis, the following are flags that could be used

	1. Accelerator uses CRM’s webservices to log into CRM so where you see		1. Accelerator uses CRM’s webservices to log into CRM so where you see
	- WebServices - Browser: ie / Version: 600		- WebServices - Browser: ie / Version: 600
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	3. Other items like logging a call and tasks created from Accelerator don’t have a flag but you can query on the actions (PhoneIn/PhoneOut) and see how many have been created.		3. Other items like logging a call and tasks created from Accelerator don’t have a flag but you can query on the actions (PhoneIn/PhoneOut) and see how many have been created.

	We also don’t have a flag for entities created but could you use a combination of the		We also don’t have a flag for entities created but could you use a combination of the
	- WebServices - Browser: ie / Version: 600		- WebServices - Browser: ie / Version: 600
	And queries on the other data to see peoples activity in CRM in general.		And queries on the other data to see peoples activity in CRM in general.

Sagecrmw at 19:03, 14 June 2023

2023-06-14T19:03:34Z

← Older revision		Revision as of 20:03, 14 June 2023
Line 64:		Line 64:

	'''Accelerator User Activity'''		'''Accelerator User Activity'''

	Some companies may wish to audit the use of Accelerator to establish how many users are actively using it on a daily basis, the following are flags that could be used		Some companies may wish to audit the use of Accelerator to establish how many users are actively using it on a daily basis, the following are flags that could be used
	1. Accelerator uses CRM’s webservices to log into CRM so where you see		1. Accelerator uses CRM’s webservices to log into CRM so where you see

Sagecrmw at 19:03, 14 June 2023

2023-06-14T19:03:10Z

← Older revision		Revision as of 20:03, 14 June 2023
Line 63:		Line 63:
	This opens a folder with the logs. Close the settings window, compose an email and attach all the logs.		This opens a folder with the logs. Close the settings window, compose an email and attach all the logs.

	~~*~~Accelerator User Activity~~*~~		'''Accelerator User Activity'''
	Some companies may wish to audit the use of Accelerator to establish how many users are actively using it on a daily basis, the following are flags that could be used		Some companies may wish to audit the use of Accelerator to establish how many users are actively using it on a daily basis, the following are flags that could be used
	1. Accelerator uses CRM’s webservices to log into CRM so where you see		1. Accelerator uses CRM’s webservices to log into CRM so where you see