Word Toolbar

From Accelerator

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.

  1. Log on to Sage CRM
  2. Click on "My CRM"
  3. Click on the "Accelerator" tab
    Mycrm.png
  4. Following the on screen instructions we first click on the link to download the client install.
    Word1.png
  5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that MS Word has been shut down first)
  6. Ensure that you enter in your details to connect to CRM and test the connection.
    Settings.png
  7. Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.

Word.png