AC Plus Overview: Difference between revisions

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Coming soon...PLEASE DO NO ACTION ANYTHING FROM THIS PAGE
Coming soon...PLEASE DO NO ACTION ANYTHING FROM THIS PAGE AS IT IS A WORK IN PROGRESS


'''Clients'''
'''Clients'''

Revision as of 14:44, 8 June 2023

Coming soon...PLEASE DO NO ACTION ANYTHING FROM THIS PAGE AS IT IS A WORK IN PROGRESS

Clients

The Outlook add-in link is at

   https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe

The Office365 manifest is at

   https://update.crmtogether.com/acplus-manifest.xml

What you need to know

Features in Accelerator Plus that are not supported in Pro

  • Edit entity - ability to edit an entity

Features in Accelerator Pro that are not supported in Plus

  • Calendar/Appointment links
  • Dedupe (this will be supported in future)
  • CRM Links - as the user is not a CRM user these links are not possible
  • CRM's Territory restrictions are not respected in Plus.

Install

Requirements: Sage CRM Self-service

The normal Accelerator is installed and then you download this CRM component

  coming soon

and install this via the Sage CRM Component Manager


User Admin

A tab will show in the CRM Together Administration area for Accelerator Plus users

There are more options here

image here....

User passwords can only be reset from here and users themselves cannot update their own passwords.