Connections: Difference between revisions
From Accelerator for SageCRM
(Created page with "When you first open the app it will prompt you to create a connection. image 1 here Click the PlUS button and you will see a dialg dialog image 1. Enter in your CRM url i...") |
No edit summary |
||
| Line 1: | Line 1: | ||
When you first open the app it will prompt you to create a connection. | When you first open the app it will prompt you to create a connection. | ||
[[File:ac_connection1.png]] | |||
Click the PlUS button and you will see a dialg | Click the PlUS button and you will see a dialg | ||
[[File:ac_connection2.png]] | |||
1. | 1. | ||
Revision as of 12:39, 2 September 2021
When you first open the app it will prompt you to create a connection.
Click the PlUS button and you will see a dialg
1. Enter in your CRM url in one fo the formats
* https://crm.yourserver.com/CRM/ * http://yourserver/CRM/
2. CRM Username
3. CRM User password
4. Remember me (stores the password)
5. Connection name - Internal name
6. Connection Caption - The text you see in the screen
7. Enabled - Tab is not shown if not enabled
8. Connect - Tries to login and saves the connection details
