AC Plus Guide: Difference between revisions

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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.




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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]]
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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.

Latest revision as of 17:40, 26 March 2025


User Management

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

  • 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.


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

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.

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