User contributions for Crmtogether

11 October 2022

• 11:2111:21, 11 October 2022 diff hist +1‎ MX Overview ‎No edit summary
• 11:2111:21, 11 October 2022 diff hist +6‎ MX Overview ‎No edit summary
• 11:2011:20, 11 October 2022 diff hist 0‎ N File:Mxtask2.png ‎No edit summary current
• 11:2011:20, 11 October 2022 diff hist 0‎ N File:Mxtask1.png ‎No edit summary current
• 11:2011:20, 11 October 2022 diff hist +161‎ N MX Tasks ‎ Created page with "Tasks File:mxtask1.png 1. Create a new task 2. Change the view to Day/Week/Month 3. Click the item to see details File:mxtask2.png 1. Edit the task"
• 11:1311:13, 11 October 2022 diff hist +3‎ MX Calendar ‎No edit summary
• 11:1211:12, 11 October 2022 diff hist 0‎ N File:Mx52cal2.png ‎No edit summary current
• 11:1211:12, 11 October 2022 diff hist 0‎ N File:Mx52cal1.png ‎No edit summary current
• 11:1211:12, 11 October 2022 diff hist +211‎ N MX Calendar ‎ Created page with "Calendar File:mx52cal1.png 1. Select the user (only shows if permissions allow this) 2. Add a new appointment 3. Change the calendar view to week/month etc File:mx52cal2.png 1. Edit the appointment"
• 11:1011:10, 11 October 2022 diff hist 0‎ N File:Mxeditentity1.png ‎No edit summary current
• 11:1011:10, 11 October 2022 diff hist +77‎ N MX Entity Edit ‎ Created page with "In MobileX you can edit an Entity File:mxeditentity1.png 1. Edit button"
• 11:0811:08, 11 October 2022 diff hist +30‎ MediaWiki:Sidebar ‎No edit summary
• 11:0311:03, 11 October 2022 diff hist 0‎ N File:Mx52home1.png ‎No edit summary current
• 11:0311:03, 11 October 2022 diff hist +81‎ N MX Home ‎ Created page with "Home screen File:mx52home1.png 1. Calendar 2. Tasks 3. Contact Scanner"
• 11:0111:01, 11 October 2022 diff hist +103‎ MediaWiki:Sidebar ‎No edit summary
• 10:1810:18, 11 October 2022 diff hist +223‎ MX Overview ‎No edit summary
• 10:1610:16, 11 October 2022 diff hist −85‎ Requirements ‎No edit summary current
• 10:1510:15, 11 October 2022 diff hist −16‎ MX User Managerment ‎No edit summary current
• 10:1510:15, 11 October 2022 diff hist −16‎ MX User Managerment ‎No edit summary
• 10:1510:15, 11 October 2022 diff hist −30‎ MX User Managerment ‎No edit summary
• 10:1410:14, 11 October 2022 diff hist −8‎ User Checklist ‎No edit summary current
• 10:1410:14, 11 October 2022 diff hist −9‎ User Checklist ‎No edit summary
• 10:1410:14, 11 October 2022 diff hist +1,023‎ N User Checklist ‎ 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 2. Accelerator license check. Navigate to "Administration -> CRM Together -> MobileX" From that screen check that the user is in the user list..."
• 10:1210:12, 11 October 2022 diff hist +719‎ N MX User Managerment ‎ Created page with "The system will automatically assign a license (assuming one is available) to a Sage CRM user if there is one free. ''Manual User Management'' File:User Management.jpg #Delete any users not needed by clicking on 'delete user' #There is a button on the right hand side of the screen called "Add Accelerator User" #Click on this button. #Select a User from user select #Click "Save" #The Accelerator users are listed. #When the license number has been exceeded the "Add..."
• 10:1110:11, 11 October 2022 diff hist 0‎ N File:Webconfiglicense.png ‎No edit summary current
• 10:1010:10, 11 October 2022 diff hist +467‎ N Updating License ‎ Created page with "'''Updating of Your License''' The license for MobileX is stored in the "../CustomPages/SageCRMWS/web.config" file. File:webconfiglicense.png This file can be edited via any text editor. The Key value is shown as follows: <add key="SageCRMMobileXLicense" value="YourCurrentLicenseIsHere"/> To update your license replace the value setting with the license provided <add key="SageCRMMobileXLicense" value="YourNEWLicenseGoesHere"/> Save the file." current
• 10:0710:07, 11 October 2022 diff hist +724‎ N MX Overview ‎ Created page with "MobileX has just had a major update with a brand new UI based on the Accelerator UI (Outlook integration) The new app will first be out as a Progressive Web App (PWA) and later on iOS and Android as native apps. To get the PWA app you can se ethe url in the "Accelerator" tab (this will be renamed CRM Together in future) and also from the CRM Together tab in the admin area. EG MobileX PWA Url: https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/ If yo..."
• 09:5409:54, 11 October 2022 diff hist +1,178‎ N MX Upgrading ‎ Created page with "'''If you have been using the "Classic" MobileX client there are some things to know before you upgrade. ''' * CRM Together will continue to support both the classic client until the end of April 2023. * The new client should ideally be on SSL. If using the SSL version this means that your CRM URL must be using "https". Most browsers now really push this and as security is becoming a bigger issue by the day we think all our customers and partners should get this to sec..."
• 09:4809:48, 11 October 2022 diff hist +28‎ MediaWiki:Sidebar ‎No edit summary
• 09:4709:47, 11 October 2022 diff hist +36‎ N New Releases ‎ Created page with "Oct 10 2022 '''5.2.0.0''' * New UI"
• 09:4509:45, 11 October 2022 diff hist +285‎ MediaWiki:Sidebar ‎No edit summary
• 09:4209:42, 11 October 2022 diff hist +42‎ Releases ‎No edit summary

6 October 2022

• 16:3016:30, 6 October 2022 diff hist 0‎ N File:Mxstart6.png ‎No edit summary current
• 16:3016:30, 6 October 2022 diff hist +50‎ MX PWA Client Install ‎No edit summary
• 16:2816:28, 6 October 2022 diff hist +34‎ MX PWA Client Install ‎No edit summary
• 16:2816:28, 6 October 2022 diff hist +79‎ MX PWA Client Install ‎No edit summary
• 16:2716:27, 6 October 2022 diff hist 0‎ N File:Mxstart5.png ‎No edit summary current
• 16:2616:26, 6 October 2022 diff hist 0‎ N File:Mxstart4.png ‎No edit summary current
• 16:2616:26, 6 October 2022 diff hist 0‎ N File:Mxstart3.png ‎No edit summary current
• 16:2616:26, 6 October 2022 diff hist +24‎ MX PWA Client Install ‎No edit summary
• 16:2516:25, 6 October 2022 diff hist +56‎ MX PWA Client Install ‎No edit summary
• 16:2316:23, 6 October 2022 diff hist 0‎ N File:Mxstart2.png ‎No edit summary current
• 16:2316:23, 6 October 2022 diff hist 0‎ N File:Mxstart1.png ‎No edit summary current
• 16:2216:22, 6 October 2022 diff hist +220‎ MX PWA Client Install ‎No edit summary
• 15:3315:33, 6 October 2022 diff hist +327‎ MX PWA Client Install ‎No edit summary

24 June 2022

• 13:3313:33, 24 June 2022 diff hist +25‎ N MX PWA Client Install ‎ Created page with "new UI content to go here"
• 13:3313:33, 24 June 2022 diff hist +54‎ MediaWiki:Sidebar ‎No edit summary
• 13:3213:32, 24 June 2022 diff hist +40‎ MediaWiki:Sidebar ‎No edit summary

28 February 2022

• 11:2011:20, 28 February 2022 diff hist −15‎ Requirements ‎No edit summary

27 January 2022

• 16:5516:55, 27 January 2022 diff hist +8‎ MediaWiki:Sidebar ‎No edit summary