Connections: Difference between revisions
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'''This page is to help you set up your Sage CRM connection''' | |||
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. | ||
Revision as of 12:36, 9 September 2021
This page is to help you set up your Sage CRM connection
When you first open the app it will prompt you to create a connection.
Click the PLUS (+) button and you will see a dialog
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
