Connections

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