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Apr 06
2011
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How to set up your browser properly to ensure Desktop integration (Outlook Integration and Mail Merge) works correctly with SalesLogix v7.5 WEB.
1. Open your Internet Explorer browser and browse to the CRM URL. Click the "ENHANCE SALESLOGIX" button.
2. If a Security Warning window pops up, click RUN. (The Desktop Integration components allow certain functions such as Mail Merge to interact properly with MS Office).
3. Close out of Internet Explorer and Outlook if they are running. Click NEXT.
4. Accept the License Agreement, click NEXT.
5. Click INSTALL.
6. Click FINISH.
7. A new window will pop open, "Sage SalesLogix Desktop Manager."
8. For portal URL, enter your CRM URL. Then your SalesLogix Username and Password and click TEST. Set the History Options as desired for Outlook Integration, click OK.
9. Reopen your browser and login with your credentials.
10. In your browser window, click TOOLS, Internet Options.
11. Click to the SECURITY tab.
12. Select "Trusted Sites" then click SITES.
13. Uncheck the "Require server verification (https:) for all sites in this zone" option, then click the ADD button.
14. Click CLOSE.
15. Under "Security level for this zone", drag the slider to "Low".
16. Now Click OK in the Internet Option window and close your Internet Explorer browser.
17. You may now reopen the browser and should have full capabilities within SalesLogix.
