AC Plus Overview: Difference between revisions
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Coming soon...PLEASE DO | Coming soon...PLEASE DO NOT ACTION ANYTHING FROM THIS PAGE, AS IT IS A WORK IN PROGRESS | ||
'''What is Accelerator | '''What is Accelerator+?''' | ||
Accelerator | Accelerator+ is designed to address the issue around "concurrent" users in Sage CRM, who want to use our Outlook Integration. | ||
Concurrent licenses in Sage CRM are designed for | |||
To | |||
There are some differences | Concurrent licenses in Sage CRM are designed for intermittent use of Sage CRM but people do not use Outlook in the same way. Most users will be in email all of the time and expect connection to Sage CRM to be automatic. Accelerator licenses are always named. | ||
With Accelerator Pro and a Sage CRM concurrent license we cannot guarantee that they will be able to log on and so this would provide a sub-optimal user experience. | |||
To circumvent this, we created Accelerator+ which has its own "user" and can be mapped to a CRM user or resource so the data is stored correctly. | |||
There are some differences around behaviour as below. | |||
'''Clients''' | '''Clients''' | ||
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'''What you need to know''' | '''What you need to know''' | ||
Features in Accelerator | Features in Accelerator+ that are not supported in Pro | ||
* Edit entity - ability to edit an entity | * Edit entity - ability to edit an entity | ||
Features in Accelerator Pro that are not supported in | Features in Accelerator Pro that are not supported in + | ||
* Calendar/Appointment links | * Calendar/Appointment links | ||
* Dedupe (this will be supported in future) | * Dedupe (this will be supported in future releases) | ||
* CRM Links - as the user is not a CRM user these links are not possible | * CRM Links - as the user is not a CRM user these links are not possible | ||
* CRM's Territory restrictions are not respected in | * CRM's Territory restrictions are not respected in +. | ||
* Browser buttons and mail merge are not supported | * Browser buttons and mail merge are not supported | ||
| Line 40: | Line 44: | ||
* Accelerator 5.2.2.1 or later | * Accelerator 5.2.2.1 or later | ||
Accelerator Pro is installed and then the additional CRM component must be downloaded | |||
https://update.crmtogether.com/ACPlusUsers.zip | https://update.crmtogether.com/ACPlusUsers.zip | ||
and | and installed via the Sage CRM Component Manager | ||
'''User Admin''' | '''User Admin''' | ||
A tab will show in the CRM Together Administration area for Accelerator | A tab will show in the CRM Together Administration area for Accelerator+ users | ||
There are more options here | There are more options here | ||
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'''License''' | '''License''' | ||
With Accelerator and MobileX we ship a single test license for demo purposes only. The same will apply for | With Accelerator Pro and MobileX we ship a single test license for demo purposes only. The same will apply for Accelerator+. Right now (June 2023) this license is not in the web.config (it will be added in the next release) and so here is the license that can be manually added in. | ||
<add key="SageCRMAcceleratorPortalLicense" value="oAWLR4BxVP3D+fd+DEeg0WMHvRaIZtGGSZ8YDLtLxy/4sngwd5n6alD0v1NBdfdL"/> | <add key="SageCRMAcceleratorPortalLicense" value="oAWLR4BxVP3D+fd+DEeg0WMHvRaIZtGGSZ8YDLtLxy/4sngwd5n6alD0v1NBdfdL"/> | ||
Please note Accelerator+ is priced differently, visit https://crmtogether.com/product-pricing to request details | |||
Revision as of 20:53, 22 June 2023
Coming soon...PLEASE DO NOT ACTION ANYTHING FROM THIS PAGE, AS IT IS A WORK IN PROGRESS
What is Accelerator+?
Accelerator+ is designed to address the issue around "concurrent" users in Sage CRM, who want to use our Outlook Integration.
Concurrent licenses in Sage CRM are designed for intermittent use of Sage CRM but people do not use Outlook in the same way. Most users will be in email all of the time and expect connection to Sage CRM to be automatic. Accelerator licenses are always named.
With Accelerator Pro and a Sage CRM concurrent license we cannot guarantee that they will be able to log on and so this would provide a sub-optimal user experience. To circumvent this, we created Accelerator+ which has its own "user" and can be mapped to a CRM user or resource so the data is stored correctly. There are some differences around behaviour as below.
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+ that are not supported in Pro
- Edit entity - ability to edit an entity
Features in Accelerator Pro that are not supported in +
- Calendar/Appointment links
- Dedupe (this will be supported in future releases)
- CRM Links - as the user is not a CRM user these links are not possible
- CRM's Territory restrictions are not respected in +.
- Browser buttons and mail merge are not supported
Install
Requirements:
- Sage CRM Self-Service License
- Accelerator 5.2.2.1 or later
Accelerator Pro is installed and then the additional CRM component must be downloaded
https://update.crmtogether.com/ACPlusUsers.zip
and installed via the Sage CRM Component Manager
User Admin
A tab will show in the CRM Together Administration area for Accelerator+ users
There are more options here
image here....
User passwords can only be reset from here and users themselves cannot update their own passwords.
License
With Accelerator Pro and MobileX we ship a single test license for demo purposes only. The same will apply for Accelerator+. Right now (June 2023) this license is not in the web.config (it will be added in the next release) and so here is the license that can be manually added in.
<add key="SageCRMAcceleratorPortalLicense" value="oAWLR4BxVP3D+fd+DEeg0WMHvRaIZtGGSZ8YDLtLxy/4sngwd5n6alD0v1NBdfdL"/>
Please note Accelerator+ is priced differently, visit https://crmtogether.com/product-pricing to request details
