Please note that support for the WORD toolbar will cease as of the next release - March 2014
- Support for mail merge via the IE toolbar will continue
Please follow the steps below to install the Accelerator Toolbar in MS Word.
- Log on to Sage CRM
- Click on "My CRM"
- Click on the "Accelerator" tab
- Following the on screen instructions we first click on the link to download the client install.
- Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)
- Ensure that you enter in your details to connect to CRM and test the connection.
- Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.