AC 300 Tech Notes: Difference between revisions
From Accelerator for SageCRM
|
|
| (One intermediate revision by the same user not shown) |
| Line 1: |
Line 1: |
| | | removed |
| | |
| ----
| |
| | |
| ''FAQ''
| |
| | |
| How does it work?
| |
| | |
| * Only the data needed is pushed/exported to the cloud using our Data Islands system. This means that the Sage 300 server does NOT have to be open to the internet.
| |
| | |
| How is the system installed?
| |
| | |
| * On the clients server We install the Data Islands system, create an account there and run our scripts on the DB. The script is run once a day (or more) to put data updates up into the Data Island Cloud
| |
| | |
| * The Outlook Add-in is installed via an office 365 manifest. The plan is to have this available on the office app store.
| |
| | |
| Can you see the emails and call notes filed in Accelerator against a customer/Vendor etc?
| |
| | |
| * Yes you can via the "Touchpoints" tab (available in every entity)
| |
| | |
| Are email attachments filed in Accelerator?
| |
| | |
| * Yes they are. When you click the "Vew Email" button you will see this. Clicking on the attachment downloads it.
| |
| | |
| Are the emails and call notes filed in Accelerator viewable at a system level or only the user who filed them?
| |
| | |
| * All users can view the data. Users have a Data Islands account which allows control over who has access or not.
| |
| | |
| Can you see the emails filed in Accelerator against a customer within Sage 300?
| |
| | |
| * No. Right now there is no feature to allow this. The "Prospects", "Email" and "Call notes" data be be pulled/imported into a local database or accessed via the Data Islands web app or REST API.
| |
| | |
| Is Sage CRM required?
| |
| | |
| * No, this is totally seperate
| |
Latest revision as of 15:24, 11 April 2024
