Sage 50 Accounts Addin Guide





This Addin Guide contains proprietary information and shall not be used, disclosed, reproduced or shared, in whole or in part, without the prior written consent of the application developer.Should you need to do this or require further clarification, please contact the CRM Connect support desk quoting your serial number.




This page will guide you through configuration and basic use of the CRM Connect Sage 50 Accounts Add-in.It is expected that you are already familiar with the Address Book, Call History and Preview window, and the basic concepts of integration and screen popping using the Add-ins.See the 'User Guide' for these topics.


Sage 50 Accounts and the database used to store your contact data should already be installed and working normally before proceeding with this integration.


CRM Connect must also be installed already with the initial configuration completed.If this is not the case, please see the 'Technical Installation Guide' or consult your system administrator.


Configuration


Right-click the CRM Connect tray icon in the system tray menu and then left-click the 'Configuration' option from the menu that pops up, this will open the 'configuration' screen.In the 'Integration' area, click the 'Add new' button, select 'Sage 50 Accounts' from the 'Type' dropdown box and then click the 'Set' button.


Sage 50 Accounts integration configuration screen

On the Configuration group, you need to specify where your Sage 50 Accounts data is stored.To find out where this is, go into Sage 50 Accounts, open the 'Help' menu and click 'About'.A new window will open, you need to click on the 'System Information' tab and then on the 'Directories' menu item to reveal the location of your Sage 50 Accounts data.The text labelled 'Data Directory' is what you need to make a note of and enter into the 'Data path' textbox on the 'Configuration' group.


In the 'Driver version' dropdown box, select the 'Sage Line 50' driver with the highest 'v' number.

If the database is password protected, enter the username and password to use to open the database.

Testing

Integration test results

To test if the configuration worked, enter a phone number from your Sage 50 Accounts account into the 'Telephone' box in the 'Integration test' area and click the 'Search' button.The results will be displayed after a few seconds.

If the test does not work, go to the 'Log' page of configuration and turn on logging, then do the test again and see if there are any errors in the log.

Functionality

Incoming call in the Preview window

To make a call from within Sage 50 Accounts, click the icon that is placed at the end of textboxes that contain telephone numbers.

Incoming call in the Phone window

You can also select a contact from the list view and then click the 'Phone' button near the top of the screen to dial the telephone number stored within the contact record.