AC 300 Config: Difference between revisions
From Accelerator for SageCRM
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| Once the client is installed we have to set up our connection.
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| First thing you do is open the Accelerator app from within an outlook email
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| [[File:sage300 open app.png]]
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| The app opens
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| [[File:sage300 get started.png]]
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| 1. Pin the taskpane (this is what the area is called that the Accelerator lives in)
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| 2. Click "Get Started"
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| [[File:sage300 config.png]]
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| 1. Click to setup connection
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| (options 2-5 can we configured later on)
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| 2. Configure the Theme
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| 3. Set up zoom if needed
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| 4. Select your Language
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| 5. Configure the columns displayed on lists
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| 6. The application version
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| [[File:sage300 add connection.png]]
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| Click the + (item 1 in the previous section) to set up the connection
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| 1. Data Island region name (this will be default to accelerator and use this unless you are told otherwise)
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| 2. Your username
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| 3. Your password
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| 4. Auto Logon - We recommand leaving this on
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| 5. The connection name - We recommand leaving this as is
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| 6. The Caption displayed in the application
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| 7. Click "Connect" to finish the connection setup
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| [[File:sage300 open application.png]]
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| On success we see an update config screen.
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| 1. Edit the connection
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| 2. Delete the connection
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| 3. Open the Application - click this
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| [[File:sage300 home.png]]
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| You will then see the home page and this has a single area with a list of customers that have overdue invoices.
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Latest revision as of 17:25, 11 April 2024
