Word Toolbar: Difference between revisions
From Accelerator for SageCRM
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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]] | ||
Revision as of 20:29, 18 November 2011
Please follow the steps below to install the Accelerator Toolbar in MS Word.
- 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 MS Word 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 MSWord you will see 'Accelerator for Sage CRM' installed.
