Difference between revisions of "User Checklist"

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(Created page with "A checklist to be used when a user cannot log on to Accelerator 5.0 1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True) Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the "Allow WebService Access" setting is set to true File:allowwebservice.png 2. Accelerator license check. Navigate to "Administration -> CRM Together -> Accelerator" From that screen check t...")
 
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4. You cannot use the ampersand '&' character or '%' character in a password when using Accelerator (this is due to a web-service bug in Sage CRM).
4. You cannot use the ampersand '&' character or '%' character in a password when using Accelerator (this is due to a web-service bug in Sage CRM).
**Other strange characters may also be unsupported-remove all to test
**Other strange characters may also be unsupported-remove all to test
5. Download the latest Outlook add-in
  [https://update.crmtogether.com/CRMTogetherOutlookAddin.exe Outlook add-in]

Revision as of 20:27, 23 March 2022

A checklist to be used when a user cannot log on to Accelerator 5.0

1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True)

  Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the
  "Allow WebService Access" setting is set to true

Allowwebservice.png

2. Accelerator license check.

  Navigate to "Administration -> CRM Together -> Accelerator"
  From that screen check that the user is in the user list

3. That the path to the app is correct. see https://accelerator.crmtogether.com/index.php?title=Outlook_Client_Settings

4. You cannot use the ampersand '&' character or '%' character in a password when using Accelerator (this is due to a web-service bug in Sage CRM).

    • Other strange characters may also be unsupported-remove all to test

5. Download the latest Outlook add-in

 Outlook add-in