User Checklist: Difference between revisions
From Accelerator for SageCRM
No edit summary |
No edit summary |
||
Line 15: | Line 15: | ||
https://accelerator.crmtogether.com/index.php?title=Outlook_Client_Settings | https://accelerator.crmtogether.com/index.php?title=Outlook_Client_Settings | ||
4. You cannot use the ampersand '&' character or '%' character in a password when using Accelerator (this is due to a web-service bug in Sage CRM). | 4. You cannot use the ampersand '&' character or '%' character in a Sage CRM password when using Accelerator (this is due to a web-service bug in Sage CRM). | ||
**Other strange characters may also be unsupported-remove all to test | **Other strange characters may also be unsupported-remove all to test | ||
Revision as of 14:36, 12 April 2022
A checklist to be used when a user cannot log on to Accelerator 5.0
1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True)
Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the "Allow WebService Access" setting is set to true
2. Accelerator license check.
Navigate to "Administration -> CRM Together -> Accelerator" From that screen check that the user is in the user list
3. That the path to the app is correct. see https://accelerator.crmtogether.com/index.php?title=Outlook_Client_Settings
4. You cannot use the ampersand '&' character or '%' character in a Sage CRM password when using Accelerator (this is due to a web-service bug in Sage CRM).
- Other strange characters may also be unsupported-remove all to test
5. Download the latest Outlook add-in
Outlook add-in