Word Toolbar - Revision history

Sagecrmw at 09:18, 5 March 2014

2014-03-05T09:18:22Z

← Older revision		Revision as of 10:18, 5 March 2014
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	'''Please note that support for the WORD toolbar will cease as of the next release - March 2014'''		'''Please note that support for the WORD toolbar will cease as of the next release - March 2014'''
			*Support for mail merge via the IE toolbar will continue

	Please follow the steps below to install the Accelerator Toolbar in MS Word.		Please follow the steps below to install the Accelerator Toolbar in MS Word.

Sagecrmw at 09:18, 5 March 2014

2014-03-05T09:18:02Z

← Older revision		Revision as of 10:18, 5 March 2014
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	'''Please note that support for the WORD toolbar will cease as of the next release - ~~Marc~~ 2014'''		'''Please note that support for the WORD toolbar will cease as of the next release - March 2014'''

	Please follow the steps below to install the Accelerator Toolbar in MS Word.		Please follow the steps below to install the Accelerator Toolbar in MS Word.

Sagecrmw at 09:17, 5 March 2014

2014-03-05T09:17:52Z

← Older revision		Revision as of 10:17, 5 March 2014
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			'''Please note that support for the WORD toolbar will cease as of the next release - Marc 2014'''

	Please follow the steps below to install the Accelerator Toolbar in MS Word.		Please follow the steps below to install the Accelerator Toolbar in MS Word.

Sagecrmw at 22:57, 18 November 2011

2011-11-18T22:57:18Z

← Older revision		Revision as of 23:57, 18 November 2011
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	#Ensure that you enter in your details to connect to CRM and test the connection.<br />[[File:settings.png]]		#Ensure that you enter in your details to connect to CRM and test the connection.<br />[[File:settings.png]]
	#Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.		#Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.
	[[File:~~wordAccelerator~~.png]]		[[File:word.png]]

Sagecrmw at 22:55, 18 November 2011

2011-11-18T22:55:58Z

← Older revision		Revision as of 23:55, 18 November 2011
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	#Click on "My CRM"		#Click on "My CRM"
	#Click on the "Accelerator" tab<br />[[File:mycrm.png]]		#Click on the "Accelerator" tab<br />[[File:mycrm.png]]
	#Following the on screen instructions we first click on the link to download the client install.<br />[[File:~~word~~.png]]		#Following the on screen instructions we first click on the link to download the client install.<br />[[File:word1.png]]
	#Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)		#Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)
	#Ensure that you enter in your details to connect to CRM and test the connection.<br />[[File:settings.png]]		#Ensure that you enter in your details to connect to CRM and test the connection.<br />[[File:settings.png]]
	#Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.		#Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.
	[[File:wordAccelerator.png]]		[[File:wordAccelerator.png]]

Sagecrmw at 20:29, 18 November 2011

2011-11-18T20:29:52Z

← Older revision		Revision as of 21:29, 18 November 2011
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	#Following the on screen instructions we first click on the link to download the client install.<br />[[File:word.png]]		#Following the on screen instructions we first click on the link to download the client install.<br />[[File:word.png]]
	#Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)		#Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)
	#Ensure that you enter in your details to connect to CRM and test the connection		#Ensure that you enter in your details to connect to CRM and test the connection.<br />[[File:settings.png]]
	#Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.		#Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.
	[[File:wordAccelerator.png]]		[[File:wordAccelerator.png]]

Sagecrmw at 20:28, 18 November 2011

2011-11-18T20:28:50Z

← Older revision		Revision as of 21:28, 18 November 2011
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	#Log on to Sage CRM		#Log on to Sage CRM
	#Click on "My CRM"		#Click on "My CRM"
	#Click on the "Accelerator" tab.		#Click on the "Accelerator" tab<br />[[File:mycrm.png]]
	#Following the on screen instructions we first click on the link to download the client install.		#Following the on screen instructions we first click on the link to download the client install.<br />[[File:word.png]]
	#Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)		#Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)
	#Ensure that you enter in your details to connect to CRM and test the connection		#Ensure that you enter in your details to connect to CRM and test the connection
	#Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.		#Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.
			[[File:wordAccelerator.png]]

Sagecrmw at 15:40, 17 October 2011

2011-10-17T15:40:37Z

← Older revision		Revision as of 16:40, 17 October 2011
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	Please follow the steps below to install the Accelerator Toolbar in MS Word.		Please follow the steps below to install the Accelerator Toolbar in MS Word.

	*1. Log on to Sage CRM		#Log on to Sage CRM
	*2. Click on "My CRM"		#Click on "My CRM"
	*3. Click on the "Accelerator" tab.		#Click on the "Accelerator" tab.
	*4. Following the on screen instructions we first click on the link to download the client install.		#Following the on screen instructions we first click on the link to download the client install.
	*5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)		#Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)
	*6. Ensure that you enter in your details to connect to CRM and test the connection		#Ensure that you enter in your details to connect to CRM and test the connection
	*7. Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.		#Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.

Sagecrmw at 13:35, 17 October 2011

2011-10-17T13:35:39Z

← Older revision		Revision as of 14:35, 17 October 2011
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	Please follow the steps below to install the Accelerator Toolbar in MS Word.		Please follow the steps below to install the Accelerator Toolbar in MS Word.

	1. Log on to Sage CRM		*1. Log on to Sage CRM
	2. Click on "My CRM"		*2. Click on "My CRM"
	3. Click on the "Accelerator" tab.		*3. Click on the "Accelerator" tab.
	4. Following the on screen instructions we first click on the link to download the client install.		*4. Following the on screen instructions we first click on the link to download the client install.
	5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)		*5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)
	6. Ensure that you enter in your details to connect to CRM and test the connection		*6. Ensure that you enter in your details to connect to CRM and test the connection
	7. Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.		*7. Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.

Sagecrmw: Created page with "Please follow the steps below to install the Accelerator Toolbar in MS Word. 1. Log on to Sage CRM 2. Click on "My CRM" 3. Click on the "Accelerator" tab. 4. Fol..."

2011-10-17T13:34:58Z

Created page with "Please follow the steps below to install the Accelerator Toolbar in MS Word. 1. Log on to Sage CRM 2. Click on "My CRM" 3. Click on the "Accelerator" tab. 4. Fol..."

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Please follow the steps below to install the Accelerator Toolbar in MS Word.

1. Log on to Sage CRM
2. Click on "My CRM"
3. Click on the "Accelerator" tab.
4. Following the on screen instructions we first click on the link to download the client install.
5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)
6. Ensure that you enter in your details to connect to CRM and test the connection
7. Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.