Outlook Client: Difference between revisions

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(Created page with "The outlook client we ship comes preconfigured with the core app location in the settings EG image here However if you are not running SSL (https) on your CRM you may need...")
 
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'''This page is to help customers who do NOT have an SSL cert on their server'''
The outlook client we ship comes preconfigured with the core app location in the settings
The outlook client we ship comes preconfigured with the core app location in the settings


EG
EG


image here
[[File:ac_outlook_settings1.png]]


However if you are not running SSL (https) on your CRM you may need to update this path to a local install of the web application.
However if you are not running SSL (https) on your CRM you may need to update this path to a local install of the web application.
Line 17: Line 19:
EG
EG


image 2 here
1. Update the client app url
 
[[File:ac_outlook_settings2.png]]
 
Once you set this click
 
2. Set Url -button
 
3. Close
 
Restart outlook

Latest revision as of 14:36, 9 September 2021

This page is to help customers who do NOT have an SSL cert on their server

The outlook client we ship comes preconfigured with the core app location in the settings

EG

However if you are not running SSL (https) on your CRM you may need to update this path to a local install of the web application.

This url is in the format

 * http://crm.someserver.com/CRM/custompages/sagecrmws/webapp/#/

OR

 * http://someserver/CRM/custompages/sagecrmws/webapp/#/

where "crm.someserver.com" and "someserver" are your own server name.

EG

1. Update the client app url

Once you set this click

2. Set Url -button

3. Close

Restart outlook