Difference between revisions of "AC Lite Guide"

From Accelerator
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'''Accelerator Lite Edition'''
 
This edition of Accelerator (AC) has no server side install and only requires the AC Lite Client and a Sage CRM component required to allow email attachments be uploaded.  
 
Details on the functionality are detailed here
     
        https://crmtogether.com/accelerator-lite-for-sage-crm/?utm_source=aclite&utm_medium=achelp&utm_campaign=achelp&utm_id=fromhelp
 
One key thing is that the "admin" logon account is FREE on every Sage CRM install.  
 
So you can try it out without buying.  
 
To get the software go to our customer portal at
 
        https://crm.crmtogether.com/customer365/logon.aspx
 
and logon or register. You need to be in our Sage CRM system to register so contact us at
        https://crmtogether.com/contact/?utm_source=aclite&utm_medium=achelp&utm_campaign=achelp&utm_id=fromhelp
 
to get set up.
 
Once you log in you will see a "Downloads" folder.
 
.....image here
 
1. Opens the url (linked above) explaining the features of AC Lite.
 
2. Downloads the AC Lite Outlook Client Installation.
  This is a wizard and you follow the installation instructions which include closing outlook before you run this.
 
3. Downloads the Sage CRM AC Lite component required for email attachments to be saved to be installed via Sage CRM's admin area.
  Open Sage CRM and log in as an admin user and install the component. No need for a metadata refresh.
 
Sage CRM Requirements
a.
 
Once done open Outlook

Revision as of 15:28, 31 May 2022

Accelerator Lite Edition

This edition of Accelerator (AC) has no server side install and only requires the AC Lite Client and a Sage CRM component required to allow email attachments be uploaded.

Details on the functionality are detailed here

        https://crmtogether.com/accelerator-lite-for-sage-crm/?utm_source=aclite&utm_medium=achelp&utm_campaign=achelp&utm_id=fromhelp

One key thing is that the "admin" logon account is FREE on every Sage CRM install.

So you can try it out without buying.

To get the software go to our customer portal at

       https://crm.crmtogether.com/customer365/logon.aspx

and logon or register. You need to be in our Sage CRM system to register so contact us at

       https://crmtogether.com/contact/?utm_source=aclite&utm_medium=achelp&utm_campaign=achelp&utm_id=fromhelp

to get set up.

Once you log in you will see a "Downloads" folder.

.....image here

1. Opens the url (linked above) explaining the features of AC Lite.

2. Downloads the AC Lite Outlook Client Installation.

  This is a wizard and you follow the installation instructions which include closing outlook before you run this. 

3. Downloads the Sage CRM AC Lite component required for email attachments to be saved to be installed via Sage CRM's admin area.

  Open Sage CRM and log in as an admin user and install the component. No need for a metadata refresh.

Sage CRM Requirements a.

Once done open Outlook