Difference between revisions of "Word Toolbar"

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(Created page with "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. 4. Fol...")
 
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Please follow the steps below to install the Accelerator Toolbar in MS Word.
Please follow the steps below to install the Accelerator Toolbar in MS Word.


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

Revision as of 15:35, 17 October 2011

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.
  • 4. Following the on screen instructions we first click on the link to download the client install.
  • 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
  • 7. Next time that you open MSWord you will see 'Accelerator for Sage CRM' installed.