AC Lite Guide

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Revision as of 16:07, 31 May 2022 by Sagecrmw (talk | contribs)

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.

Sage CRM versions supported are 2021 R1 or later

Details on the functionality are detailed here

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 - Customer 365

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

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

Portal aclite1.png

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.

  It also exposes the Users table (this is required for paid seats). 
  You can test the Outlook client outlook client without attachments being saved if you prefer to do this before uploading the component. 
  Open Sage CRM and log in as an admin user and install the component. No need for a metadata refresh.

Sage CRM Requirements

a. WebServices are enabled

  Portal aclite3.png

b. Users have access to web services

  Portal aclite4.png

c. Quick search works

  Portal aclite5.png

d. Dashboard works (as we use the Sage CRM REST API)

In newer versions of Sage CRM you can check these from within the app itself.

Portal aclite6.png

Once the outlook client is installed open Outlook.

You may see two prompts to allow installation of the add-ins (technically there are 2). Click Accept to finish the install.

The first time loading, the app will prompt you to set up a connection to your Sage CRM instance. You can do this in here or later in the task pane.

Set up your FREE admin connection'

a. Click the get started button b. Click the + button

Portal addconnection1.png

c. Enter in your CRM url in the format "https://yourserver.com/crm/" or "http://yourserver.com/crm/" (https and http are supported) d. Enter in your work email address

Portal aclite new connection.png

e. Click "Free Admin Logon" - this fills in the the logon field (set to admin and is readonly) f. Put in your admin logon password g. Click "Connect"

Portal aclite new connection2.png

If doing this from the dialog close the window.

AC Lite will then appear in the outlook ribbon

..image here

Select an email and click the Accelerator toggle button to open the task pane.

The email from will be used to search for a match in CRM and will display this if found.

You can also manually search for a company/person/lead/opportunity or case and file an email from the task pane File Email button.


Purchase more Licenses

The Admin User is free access for Accelerator Lite for Sage CRM.

To get a quote of purchase additional licenses click here and fill this in.

Please note:

  • There is no support provided with Accelerator Lite license purchases. A support package can be purchased if required *

As the software is dependent on the Sage CRM Rest API, connection issues will most likely be related to the CRM REST API, please engage with your Sage Business Partner to resolve.