User contributions for Sagecrmw
From Accelerator for SageCRM
15 June 2021
- 11:1811:18, 15 June 2021 diff hist +264 File Email No edit summary
- 11:1111:11, 15 June 2021 diff hist +1,374 File Email No edit summary
- 10:5210:52, 15 June 2021 diff hist +559 File Email No edit summary
14 June 2021
- 18:1618:16, 14 June 2021 diff hist +377 N Appointments Created page with "Users must link the email to store it into CRM. The system will only send these linked items to CRM and not all Outlook appointments. This is to allow the user privacy control..."
- 18:1418:14, 14 June 2021 diff hist +296 N Sending and CRM Created page with "To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window. The normal outlook send will not store anything int..."
- 18:1118:11, 14 June 2021 diff hist +217 N Attach Files Created page with "The taskpane can be used within compose mode and when used in compose mode this exposes a new options menu item to allow users attach files from a given entity (for example an..."
- 18:0918:09, 14 June 2021 diff hist +215 N E-Mail Templates Created page with "The "Email Templates" dialog will allow users to search for email templates stored in CRM and download (and optionally merge) the templates and attachments into the email. T..."
- 18:0818:08, 14 June 2021 diff hist +2 MediaWiki:Sidebar No edit summary
- 18:0718:07, 14 June 2021 diff hist +202 N CRM Documents Created page with "The "Shared Documents" dialog will allow users to search for any global documents and attach them to the email or appointment. This appears in the email compose window and a..."
- 18:0518:05, 14 June 2021 diff hist −6 MediaWiki:Sidebar No edit summary
- 18:0518:05, 14 June 2021 diff hist +190 N Address Book Created page with "The Address book will allow users to search for any person that is in your CRM system and get their email address. This appears in the email compose window and appointment c..."
- 16:1216:12, 14 June 2021 diff hist +332 Upgrading No edit summary
- 16:1016:10, 14 June 2021 diff hist +16 MediaWiki:Sidebar No edit summary
- 16:0916:09, 14 June 2021 diff hist +114 Upgrading No edit summary
- 16:0116:01, 14 June 2021 diff hist +91 Upgrading No edit summary
- 16:0016:00, 14 June 2021 diff hist 0 N File:Tabs5.jpg No edit summary current
- 16:0016:00, 14 June 2021 diff hist 0 N File:Tabs4.jpg No edit summary current
- 15:5915:59, 14 June 2021 diff hist +269 Tabs and Lists No edit summary
- 15:5515:55, 14 June 2021 diff hist +29 MediaWiki:Sidebar No edit summary
- 15:5515:55, 14 June 2021 diff hist +225 Upgrading No edit summary
- 15:5315:53, 14 June 2021 diff hist +43 N File Email Created page with "There are a few ways to File Emails to CRM."
- 15:4715:47, 14 June 2021 diff hist 0 N File:Newtask1.jpg No edit summary current
- 15:4615:46, 14 June 2021 diff hist +23 Entity Options No edit summary
- 15:4415:44, 14 June 2021 diff hist 0 N File:Newappt1.jpg No edit summary current
- 15:4415:44, 14 June 2021 diff hist +23 Entity Options No edit summary
- 15:4315:43, 14 June 2021 diff hist +69 Entity Options No edit summary
- 15:4115:41, 14 June 2021 diff hist 0 N File:Newemail1.jpg No edit summary current
- 15:4115:41, 14 June 2021 diff hist +23 Entity Options No edit summary
- 15:3215:32, 14 June 2021 diff hist 0 N File:Focus1.jpg No edit summary current
- 15:3215:32, 14 June 2021 diff hist +695 Entity Options No edit summary
- 15:2715:27, 14 June 2021 diff hist 0 N File:Options2.jpg No edit summary current
- 15:2715:27, 14 June 2021 diff hist +169 N Entity Options Created page with "The entity options menu is available on the top right of the screen. File:options2.jpg * Focus * New Task * Add Tag * Replay and Tag * New Email * New Appointment"
- 15:2315:23, 14 June 2021 diff hist +96 Tabs and Lists No edit summary
- 15:2215:22, 14 June 2021 diff hist 0 N File:Tabs3.jpg No edit summary current
- 15:2215:22, 14 June 2021 diff hist 0 N File:Tabs1.jpg No edit summary current
- 15:2115:21, 14 June 2021 diff hist +656 N Tabs and Lists Created page with "The tabs here we are refering to are against the Entity EG File:tabs1.jpg Hovering over the tabs tells you what is behind it. File:tabs2.jpg Tab list screens can..."
- 15:0515:05, 14 June 2021 diff hist −27 Summary Screens No edit summary
- 15:0515:05, 14 June 2021 diff hist 0 N File:Summary3.jpg No edit summary current
- 15:0515:05, 14 June 2021 diff hist 0 N File:Summary2.jpg No edit summary current
- 15:0515:05, 14 June 2021 diff hist 0 N File:Summary1.jpg No edit summary current
- 15:0415:04, 14 June 2021 diff hist +1,121 N Summary Screens Created page with "Summary screens show a top area with an icon and some data. At a glance a user will be able to see the state of an entity. Company and person summary for example show the ti..."
- 14:5514:55, 14 June 2021 diff hist +16 MediaWiki:Sidebar No edit summary
- 14:5314:53, 14 June 2021 diff hist +1 New No edit summary
- 14:5314:53, 14 June 2021 diff hist +108 New No edit summary
- 14:5214:52, 14 June 2021 diff hist +261 Upgrading No edit summary
- 13:5113:51, 14 June 2021 diff hist +1,084 N Upgrading Created page with "If you have been using the "classic" ouitlook client there are some things to know before you upgrade. *. Firstly CRM Together will support both the classic and new clients..."
- 13:4113:41, 14 June 2021 diff hist +1,193 N Start Here Created page with "Client requirements for the new Client is that CRM must be on SSL. This means that you CRM must be using "https". EG https://crm.yourserver.com/crm/eware.dll You can buy a..."
- 13:4113:41, 14 June 2021 diff hist +1 MediaWiki:Sidebar No edit summary
- 13:4013:40, 14 June 2021 diff hist +46 New No edit summary
- 13:3813:38, 14 June 2021 diff hist 0 N File:New4.jpg No edit summary current
