Word Toolbar: Difference between revisions
From Accelerator for SageCRM
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Please follow the steps below to install the Accelerator Toolbar in MS Word. | Please follow the steps below to install the Accelerator Toolbar in MS Word. | ||
*1. Log on to Sage CRM | |||
*2. Click on "My CRM" | |||
*3. Click on the "Accelerator" tab. | |||
*4. Following the on screen instructions we first click on the link to download the client install. | |||
*5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first) | |||
*6. Ensure that you enter in your details to connect to CRM and test the connection | |||
*7. Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed. | |||
Revision as of 13:35, 17 October 2011
Please follow the steps below to install the Accelerator Toolbar in MS Word.
- 1. Log on to Sage CRM
- 2. Click on "My CRM"
- 3. Click on the "Accelerator" tab.
- 4. Following the on screen instructions we first click on the link to download the client install.
- 5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)
- 6. Ensure that you enter in your details to connect to CRM and test the connection
- 7. Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.
