Connections: Difference between revisions

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(Created page with "When you first open the app it will prompt you to create a connection. image 1 here Click the PlUS button and you will see a dialg dialog image 1. Enter in your CRM url i...")
 
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When you first open the app it will prompt you to create a connection.
When you first open the app it will prompt you to create a connection.


image 1 here
[[File:ac_connection1.png]]


Click the PlUS button and you will see a dialg
Click the PlUS button and you will see a dialg


dialog image
[[File:ac_connection2.png]]


1.  
1.  

Revision as of 13:39, 2 September 2021

When you first open the app it will prompt you to create a connection.

Click the PlUS button and you will see a dialg

1. Enter in your CRM url in one fo the formats

 * https://crm.yourserver.com/CRM/
 * http://yourserver/CRM/

2. CRM Username

3. CRM User password

4. Remember me (stores the password)

5. Connection name - Internal name

6. Connection Caption - The text you see in the screen

7. Enabled - Tab is not shown if not enabled

8. Connect - Tries to login and saves the connection details