Outlook Toolbar: Difference between revisions
From Accelerator for SageCRM
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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.[[File:mycrm.png]] | ||
[[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. | ||
#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) | ||
#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[[File:settings.png]] | ||
[[File:settings.png]] | |||
#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]] | [[File:Outlooktab.png]] | ||
Outlook 2010 (the Toolbar will appear somewhat different in Outlook 2007) | Outlook 2010 (the Toolbar will appear somewhat different in Outlook 2007) | ||
Revision as of 20:05, 18 November 2011
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 install.
- 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.
Outlook 2010 (the Toolbar will appear somewhat different in Outlook 2007)
