AC Plus Guide: Difference between revisions

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'''Download'''
First click [https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe here] to download the Accelerator Plus Outlook Classic Add-in
'''Install'''
Please NOTE that if you are moving from the CLASSIC UI you must uninstall the old outlook client and install the new one.
1. Close Outlook.
2. Run the application install you downloaded (double click on it). '''Do NOT run the installer as administrator'''
3. Follow the wizard instructions
4. Open Outlook and click "Allow" on any prompts that appear (usually 2).
  You will now see the CRM Together section in the Outlook Ribbon.
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'''User Management'''
'''User Management'''

Revision as of 13:30, 4 July 2023


User Management

1. Click "Accelerator Plus"

2. Option to add a new user

3. Option to remove a user

When you click option 2 (Add User) you fill in the user screen


Configure

You can test and configure the system via the Config page

1. Click "Config"

2. Click "Test your Accelerator Plus Configuration"

3. You see the task pane

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