Outlook Toolbar: Difference between revisions

Latest revision as of 10:34, 10 January 2017

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

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

@@ Line 1: / Line 1: @@
 Please follow the steps below to install the Accelerator Toolbar in MS Outlook.
-*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.<br />[[File:mycrm.png]]
-*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 installs.<br />
-*5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that Outlook has been shut down first)
+#Save the install locally or click "Run" and follow the client side install instructions. (Ensure that Outlook 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<br />[[File:settings.png]]
-*7. Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed.
+#Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed.
+[[File:Outlooktab.png]]