Accelerator Troubleshoot: Difference between revisions

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Word
Word
If the Accelerator is not appearing it could be down to the URL or user settings (username/password) not being correct. Update these via the IE toolbar.
You may need to re-enable the toolbar also. To do this click "File"->"Options". From the dialog select "Add-Ins" and click "Go".
In the "COM Add In" dialog select the SageCRMWord option and ensure it is checked.
[[File:wordaddin.png]]
Click "Ok" and re-start Word

Revision as of 21:03, 19 November 2011

IE

In IE if the toolbar is not enabled it will not appear. To enable the toolbar right click on the menu area and you should see the "Sage CRM Accelerator" option.

Select this and follow any on screen instructions to enable the toolbar.



Outlook

If the Accelerator is not appearing it could be down to the URL or user settings (username/password) not being correct. Update these via the IE toolbar.

You may need to re-enable the toolbar also. To do this click "File"->"Options". From the dialog select "Add-Ins" and click "Go".

In the "COM Add In" dialog select the SageCRMOutlook option and ensure it is checked.

Click "Ok" and re-start Outlook


Word

If the Accelerator is not appearing it could be down to the URL or user settings (username/password) not being correct. Update these via the IE toolbar.

You may need to re-enable the toolbar also. To do this click "File"->"Options". From the dialog select "Add-Ins" and click "Go".

In the "COM Add In" dialog select the SageCRMWord option and ensure it is checked.

Click "Ok" and re-start Word