CRM Spell Check for Sage CRM Version 4.0
Contents
1. SYSTEMS CRM Spell Check for Sage CRM Version 4 0 System Admin Guide 2009 CRM Systems All Rights Reserved Publisher CRM Systems Winnipeg MB Canada No part of this documentation may be copied photocopied reproduced translated microfilmed digitized or otherwise duplicated on any medium without written consent of CRM Systems Use of the software programs described herein and this documentation is subject to the End User License Agreement For CRM Systems Software presented upon installation of the software and reproduced herein The CRM Systems logo is a registered trademark of CRM Systems The Sage Software logo and the Sage Software product and service names mentioned herein are registered trademarks of Sage Software Inc or its affiliated entities All other trademarks are the property of their respective owners 21CRM Spell Check for Sage CRM v3 0 Who Should Read This Guide This guide is for CRM administrators and consultants We assume that you have experience using sage CRM 5 8 or higher MS SQL Server Experience implementing and customizing CRM Using Sage Accpac ERP How this guide is organized You must read the End User License Agreement For CRM Systems Inc Software in the pages that follow Acceptance of this agreement is required in order install and use the software This guide is designed as a step by step manual allowing you to complete an installation and configuration of the CRM Systems Spell2. CRM User admin area Edit their user profile and look to the User Admin Extra section at the end of the screen You will see a new option Enable Spell Checking E Check this box and click save This user is now enabled for CRM Spell Checking Users who are NOT enabled for CRM spell checking do not use CRM Spell Check licenses and will not see any sort of message if they enter invalid data into a spell protected field 2007 21CRM Systems Published May 2007 33 21CRM Spell Check for Sage CRM v3 0 Enabling Ignore Spelling By default if a user is enabled for spell checking and they enter invalid data into a spell protected field they will not be able to save their data until the spelling error is corrected Sometimes however it is necessary to save incorrect data Sometimes this is because the data Is not incorrect even if the software thinks it is sometimes its simply because it is inconvenient to correct it at that particular time When you first enable spell checking on any given table within CRM CRM Spell Check adds the field prefix_ignorespelling to the table where prefix is the proper prefix for fields on that table For example above when spell checking was enabled for the communication table the following field was added to the table comm hasattachments comm hasattachments Selection f comm ignorespelling comm ignorespelling Text 1 comm ishtml comm ishtml
3. hed Save Word l es Disabled E Cancel Enter the word to exclude and click save You can come back at any time and edit a word marking it as disabled if you want the exclusion to temporarily not apply You can delete words from the list if they are no longer required Once you have added a word to the list it should be viewable when you perform another search CRM Spell Check Word Exclusion Search a Find Word Disabled Checked Hew Mot Checked Either Cancel CRM Spell Check Work Exclusion List 1 RecordsFound Page 1 of 1 exclution 2007 21 CRM Systems Published May 2007 28 21CRM Spell Check for Sage CRM v3 0 You have completed the configuration of word exclusion 2007 21CRM Systems Published May 2007 29 21CRM Spell Check for Sage CRM v3 0 Configure Fields for Spell Checking By default CRM Spell Check does not begin checking any specific fields in CRM You can find out which fields have been configured at any time using the Manage option anase from the CRM Spell Check admin menu Enter the criteria for your search and click find If any entries have been made they will appear In this example none are found a Find CRM Spell Check Setup Search Table Name Screen Field E Mew ES Cancel In this example we will enable CRM Spell Check to spell protect the Detail field on the new communication ie task or appointment screen To enable a field for sp
4. out 2 Expanded Mostly all audits are written out 3 Verbose Every audit is written out O O O e Use Exclusions This setting indicates whether the Word Exclusion list is used If enabled and words appear in the list they will be ignored for the purposes of spell checking e Ignore Capitalized Words This setting will ignore capitalized words usually used for Names locations etc e Check Multiple Words Simultaneously This allows spellcheck to check multiple words during the spell checking process 2007 21CRM Systems Published May 2007 27 21CRM Spell Check for Sage CRM v3 0 Word Exclusion List If you are continually experiencing a situation where CRM Spell Check is indicating a word Is spelled incorrectly when in fact for your purposes it is correct the system administrator can add that word to the exclusion list found in the Spell Check Admin menu a CRM Spell Check will then ignore the word and allow it to be added without incident CRM Spell Check Word Exclusion Search a Find Word Disabled O Checked E New Not Checked Fither Cancel Click New to add new word exclusion Or fill in the Word field and hit Find to search for a word already added NOTE CRM Spell Check automatically ignores any word that begins with a CAPITALIZED letter or that begins with a number such as 48 Co You do not need to exclude such words CRM Spell Check Word Exclusion Detail
5. up your CRM database before proceeding If the Installation 12 terminated before completing it may leave your CAM database inoperable Please ensure your CAM database backup is in a safe location and vou are running this process on the SOL Server computer or you are on a relable connection Sage CRM 6 0 l all Check v4 0 for Sage Backup Location Browse Backup Name CFM bak 2 CAM 6 0 2 being installed Backup CRM Database If you were to click Browse you would be presented with the folder browse window It is possible this window could pop up behind the Setup Factory window so be on the lookout zx f Desktop G My Documents y My Computer a My Network Places 2 Recycle Bin 2 CRM ig Officez003Pro Make New Folder Cancel E 2007 21CRM Systems Published May 2007 20 21CRM Spell Check for Sage CRM v3 0 Having selected a backup location now enter the backup name to use Backup Location Es Backup Name CFM bak Backup CAM Database Enter the name you wish to give your backup file i e CRM BAK as above SQL backups use the extension bak We suggest you do as well Click OK Setup Factory will then back up your database and continue the installation procedure If you do not wish to back up at this time click on Next to continue the installation or cancel if you want to abort this installation so you can go and manually back up your dat
6. 1CRM Systems Published May 2007 10 21CRM Spell Check for Sage CRM v3 0 CRM Setup Factory CRM Spell Check is packaged for distribution using an exciting new technology developed specifically for deployments of commercial 3 Party extensions to Sage CRM CRM Setup Factory will automatically ask you if you want to backup your CRM database and if you agree it will backup the database to the location of your choice While we don t suggest you rely on this capability it is available if necessary and does ease the process of creating your safety net should an installation error occur CRM Setup Factory maintains a log file during installation that can be used to troubleshoot any errors that occur This file is located at the windowspath system32 install_ log log folder and is available for review using any text editor such as notepad If you require support it will be useful if you can send this log file along when you contact us 2007 21CRM Systems Published May 2007 11 21CRM Spell Check for Sage CRM v3 0 Microsoft Word The CRM Spell Check Extension uses the Microsoft Word language dictionary as its language reference It is therefore necessary for the CRM server to have MS Word installed and operational It is also important that CRM be run in the context of a user who can run MS word on the server If you have not previously configured your CRM system to operate with a user other than the normal IIS_IUSER acc
7. ARE is recorded but CRM systems and or its licensed partners retain ownership of the SOFTWARE itself GRANT OF LICENSE This EULA grants you the following rights Application Use You may install access or otherwise use as appropriate one copy of this SOFTWARE or any prior version of this SOFTWARE for the same operating system on a single computer The primary user of the computer on which this SOFTWARE is installed may make a second copy for exclusive use on a portable computer Network Use You may store or install a copy of this SOFTWARE on a storage device such as a network or web server to be used exclusively for the purpose of installing or running this SOFTWARE on other computers over an internal network subject to the requirement that you must acquire a license for each separate computer onto which this SOFTWARE is installed or run from that storage device A license for this SOFTWARE may not be shared or used concurrently on different computers License Pak If you acquired this EULA in a CRM Systems License Pak you may make the specified number of additional copies of this SOFTWARE as authorized on the printed copy of this EULA and you may use each copy in the manner specified above You may also make a corresponding number of secondary copies for portable computer use as specified above 2007 21CRM Systems Published May 2007 111 21CRM Spell Check for Sage CRM v3 0 END USER LICENSE AGREEMENT continued DESCRIPTION
8. Check Extension This will be accomplished using a series of screen captures and text that should approximate the environment you experience in your installation 2007 21CRM Systems Published May 2007 11 21CRM Spell Check for Sage CRM v3 0 END USER LICENSE AGREEMENT FOR CRM SYSTEMS INC SOFTWARE IMPORTANT READ CAREFULLY This End User License Agreement EULA is a legal agreement between you an individual corporate entity or organization and CRM Systems concerning the access to and use of any and all CRM systems original material available through its dealer programs which includes but is not limited to web and application software video audio and graphical media printed materials site or application presentation and navigation and all online or electronic documentation SOFTWARE By installing copying or otherwise using this SOFTWARE you agree to be bound by the terms of this EULA If you do not agree to the terms of this EULA do not install run or otherwise use this SOFTWARE SOFTWARE LICENSE This SOFTWARE is protected by copyright laws and international copyright treaties as well as other intellectual property laws and treaties This SOFTWARE is licensed not sold The rights granted herein are limited to CRM Systems and its licensed partners intellectual property rights in the SOFTWARE and do not include any other patents or intellectual property rights You own the media on which the SOFTW
9. MAY NOT APPLY TO YOU THIS LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY HAVE OTHER RIGHTS WHICH VARY FROM JURISDICTION TO JURISDICTION LIMITATION OF LIABILITY TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO EVENT SHALL CRM Systems OR ITS LICENSED PARTNERS BE LIABLE FOR ANY SPECIAL INCIDENTAL INDIRECT OR CONSEQUENTAL DAMAGES WHATSOEVER INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION LOSS OF BUSINESS INFORMATION OR ANY OTHER PECUNIARY LOSS ARISING OUT OF THE USE OF OR INABILITY TO USE THIS SOFTWARE PRODUCT OR THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES HOWEVER CAUSED REGARDLESS OF THE THEORY OF LIABILITY CONTRACT TORT OR OTHERWISE AND EVEN IF CRM Systems HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN ANY CASE CRM Systems ENTIRE LIABILITY UNDER ANY PROVISION OF THIS EULA SHALL BE LIMITED TO THE AMOUNT ACTUALLY PAID BY YOU FOR THIS SOFTWARE PRODUCT SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU 2007 21CRM Systems Published May 2007 Vil 21CRM Spell Check for Sage CRM v3 0 Table of Contents PARTIES INSTALLATION ceci cet ia 9 CRM PREREQUISITES sustancia leia la ir aer aia iraa aean 9 POSSIBLE ERRORS rte ceo e aae ordo etenean 10 ORNO E TOP FACTORY A o nn leir eoni eenia 11 MICRO OFT WORD oeira er A 12 a 14 GRM Instance Selecione 22 haci a a a a aa 24 PART 2 CONFIGU
10. OF OTHER RIGHTS AND LIMITATIONS Not for Resale If the software you acquired was done so as Not for Resale or NFR notwithstanding other sections of this EULA you may not resell or otherwise transfer this SOFTWARE for value Reverse Engineering Decompilation and Disassembly You may not reverse engineer decompile or disassemble this SOFTWARE or otherwise reduce this SOFTWARE to human readable form except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation Separation of Components This SOFTWARE is licensed as a single product unless as specified on individual components Component parts may not be separated for use on more than one computer Rental You may not rent lease or lend this SOFTWARE Support Services CRM Systems may but is not obligated to provide you with support services related to this SOFTWARE Support Services Use of Support Services is governed by the CRM Systems polices and programs described in the user manual in online documentation and or in other CRM systems copyrighted materials Any supplemental software documentation or other original material provided to you as part of the Support Services shall be considered part of this SOFTWARE and subject to the terms and conditions of this EULA With respect to technical information you provide to CRM Systems as part of the Support Services CRM Systems may use such information f
11. RATION viici a licita 25 The CRM Admin Common Control Panel ooccccccccncccncccconnnnncncconnconoconnnnnnnonononnnnnnnnonnnns 25 The GRAM Spell Check Men iii ads 26 GONE UII Ss acters iad ed 27 WON E XCIUSIOM LIS cette fasta o od 28 Configure Fields for Spell CHECKING ccccccococncccnnncccccccnonccnnnncnnononanoconnnnnnononannnnnnnnnnononanenns 30 ENADO WS CNS ad ias 33 Enaping Ignore Spelling a des el 34 PART 3 USING GRMSPELL CHEGK oscar 35 Greating Or Editing RECOrdS ui ii 35 KNOWN ISSUES 8 TROUBLESHOOTING ooooonoccccccccccccccccononnccccnnnnnccnnnnonnnnnonnnnnnnnnnnnnnnnnnnnnrnnnnnnnas 36 2007 21 CRM Systems Published May 2007 Vill 21CRM Spell Check for Sage CRM v3 0 Part 1 Installation CRM Prerequisites CRM Extensions have several prerequisites that must be satisfied prior to attempting installation Not completing any one of these steps may result in a failed installation e You Must have Word 2003 XP or 2007 installed on the CRM server you re installing spell check on Word must be activated and not display any prompts or messages to the user e CRM 5 8 6 0 6 1h or 6 2 must be installed on MS Sql Server 2000SP3 e CRM must be configured in IIS to run as a user that has access to run Microsoft Word and CRM Spell Check e For users outside the US the windows user and SQL user used for installation must use the mm dd yyyy date format during the installation process This date format can be restored to or
12. Text 1 This field can be added to the screen so that the user has the ability to check it thereby ignoring spell checking for that one use Add this field to your screen The user will now be able to bypass spell checking on an exception basis If you do not add this field the user will be forced to correct spelling before they continue See the section below on using CRM Spell Check for instructions on how to mark a record to be ignored You need to add this field to any screen that uses spell checking and that you want to enable this bypass function Desktop HTML Screen Contents Properties kd Save P Update y Remove E Add Fi Clear z5 Communication Action Communication Details E Cancel Communication Status Field Communication Priority Communication Ignore Spelling y dd Help Communication Territory Communication Private Communication Created By Communication Created Date Communication Percent Complete Communication Completed Time Communication Organizer Communication From ication Has Attachments Ignore Spelling Communication Is Communication Is Reply to Message Communication Onscreen Reminder Communication Order Communication Organizer Communication Percent Complete E ansas o ca le LG M 2007 21 CRM Systems Published May 2007 34 21CRM Spell Check for Sage CRM v3 0 Part 3 Using CRM Spell Check Creating or Editing Records Cr
13. YOU EXPRESSLY ACKNOWLEDGE AND AGREE THAT USE OF THE SOFTWARE IS AT YOUR SOLE RISK AND THAT THE ENTIRE RISK AS TO SATISFACTORY QUALITY PERFORMANCE ACCURACY AND EFFORT IS WITH YOU TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW THE SOFTWARE IS PROVIDED AS IS WITH ALL FAULTS AND THE LIMITED WARRANTY SET FORTH HEREIN IS THE ONLY WARRANTY MADE TO YOU AND IS PROVIDED IN LIEU OF ANY OTHER WARRANTIES IF ANY CREATED BY ANY DOCUMENTATION OR PACKAGING CRM Systems AND ITS LICENSED PARTNERS DISCLAIM ALL OTHER WARRANTES AND CONDITIONS EITHER EXPRESS IMPLIED OR STATUTORY INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY OF SATISFACTORY QUALITY FITNESS FOR A PARTICULAR PURPOSE TITLE AND NON INFRINGEMENT OF THIRD PARTY RIGHTS WITH REGARD TO THIS SOFTWARE AND THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES CRM Systems DOES NOT WARRANT AGAINST INTERFERENCE WITH YOUR ENJOYMENT OF THE SOFTWARE THAT THE FUNCTIONS CONTAINED IN THE SOFTWARE WILL MEET YOUR REQUIREMENTS THAT THE OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED OR ERROR FREE OR THAT DEFECTS IN THE SOFTWARE WILL BE CORRECTED NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY CRM Systems OR BY ITS AUTHORIZED REPRESENTATIVES SHALL CREATE A WARRANTY SOME JURISDICTIONS DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY LASTS THE EXCLUSION OF IMPLIED WARRANTIES OR LIITATIONS ON APPLICABLE STATUTORY RIGHTS OF A CONSUMER SO THE ABOVE LIMITATION AND EXCLUSION
14. abase or to restart at a later time 2007 21CRM Systems Published May 2007 21 21CRM Spell Check for Sage CRM v3 0 CRM Instance Selection You will then need to tell CRM Setup Factory into which instance of CRM you wish to install Please select the instance of CAM that you would like to use for this installation IF you cannot see pour instance in the list below click the Find button Sage CRM vb 0 CRM all Check v4 0 for Sage Name CAM Wersiorr ye Fath ae Le CAM ACE MS www Foot e CAM v6 04 ts being installed 6 0 6 1 Browse select the proper CRM instance If multiple copies of CRM are installed on this server then you will see several options to choose from The installation into CRM will begin 2007 21CRM Systems Published May 2007 22 21CRM Spell Check for Sage CRM v3 0 lola CRM Setup Factory Completed The process has completed without errors Back Hert Close Note Installing CRM Spell Check over a Terminal Services Session may result in graphical displays not refreshing correctly or displaying properly This does not indicate an installation problem you just won t see the progress bars above while the installation is occurring Once complete you will see this screen that shows the Installer is finalizing the installation 2007 21CRM Systems Published May 2007 23 21CRM Spell Check for Sage CRM v3 0 The installer will now ask for the keys for Spell C
15. and windows will prompt you to confirm the password again Complete this action You have now configured CRM so it will run properly with MS Word You should log off the CRM windows server and log in as the user entered in the screen above Launch MS Word and make sure you can create a new Word document If you can you have confirmed your configuration from a security perspective 2007 21 CRM Systems Published May 2007 13 21CRM Spell Check for Sage CRM v3 0 Installing CRM Spell Check must be installed on the CRM server Find and double click on the CRMSpellCheck40Setup exe file This will begin the CRM Spell Check installation 2 CRM Spell Check v4 0 for Sage CRM 6 0 Ioj x Welcome to the CRM Spell Check v4 0 for Sage CRM 6 0 Setup Wizard CRM SYSTEMS The installer will guide you through the steps required to install CRM Spell Check v4 0 for Sage CAM b 0 on pour computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the masinum extent possible under the law Cancel Back Click next above to continue the installation process 2007 21 CRM Systems Published May 2007 14 21CRM Spell Check for Sage CRM v3 0 The Information page outlines the requirements for CRM Spell Check T
16. eate or edit any record on a screen that has spell protect enabled Enter or edit the text and click save 90 Enter new appointment Please correct the following spelling errors Misspelled Word brownn Alternate Spellings 3 Misspelled Word raan Alternate Spellings 9 E e k z p Misspelled Word tha Alternate Spellings 5 a ld Save Validation Errors Please correct the highlighted entries Cancel For Company Person Pat E a Yv a y New Company oe ce Regarding oO Help Q a New Person Details Scheduling Action Details Date Time __ ae User E fddffdh PhoneIn Y the brownn fox raan over tha road 12 29 2008 E 09 00 AM Eq Patrick Paul End Time en l E 12 29 2008 El o9 30 Am EQ gi Reminder Search For Send Reminder 7 8 hours x O Message Q Status Priority Territory Pending Normal vw Default Y add PE CRM Support C Private C Ignore Spelling Recurrence Please correct the following spelling errors Misspelled Word brownn Alternate Spellings 3 E Misspelled Word raan Alternate Spellings 9 E E F i Misspelled Word tha Alternate Spellings 5 Validation Errors Please correct the highlighted entries If your text contains spelling errors you have 3 options e Use the error message at the top of the screen arrow 2 You can click on any of the alternate spellings and CRM Spell Check will correct the spelling f
17. ell checking you need to do a little background research first You need to know 3 things 1 The table name the field is located on for example Communication 2 The screen name that the field appears on For example Communication table has numerous screens CommunicationWaveDetalBox CornmunicationWaveDetalBox P Comm ebFicker CommiWvebPicker CustamcammunicationDetalBox CustomCommunicationDetalBox EmailContent EmailContent E mallFilingBax EmailFilingBo x E mail response box EmaillResponseBox F UNUN 6 60 60 6 EL en The one we are interested in is the CustomCommunicationDetailBox which is the screen used to allow you to enter details of a task or appointment 3 The field name You should always enter field names in lower case letters In this example we ll be spell protecting comm_note the detail field for a new task or appointment 2007 21CRM Systems Published May 2007 30 21CRM Spell Check for Sage CRM v3 0 Fill in the details of your new field to spell protect CRM Spell Check Setup Field Table Name Screen Communication pa customCommunicationDetailBox a comm_note E E Cancel Click save Return to the search screen Click your new field CRM Spell Check Setup Search Table Name Screen Field CRM Spell Check Setup List 1 RecordsFound Page 1 of 1 setp_setupid Table Name Screen CET 1 000 Communication CustamCommunicationbetalBox comm note You can now enab
18. ety 90 days from the date of receipt and 2 any Support services provided by CRM Systems shall be substantially as described in applicable written materials provided to you by CRM Systems and that CRM systems support engineers will make commercially reasonable efforts to solve any problem issues Some jurisdictions do not allow limitations on duration of an implied warranty so the above limitation may not apply to you To the extent allowed by applicable law implied warranties on this SOFTWARE if any are limited to ninety 90 days CUSTOMER REMEDIES CRM Systems and its licensed partners entire liability and your exclusive remedy shall be at CRM Systems option either 1 return of the price paid if any or 2 repair or replacement of this SOFTWARE that does not meet CRM Systems Limited Warranty and which is returned to CRM Systems with a copy of your receipt This Limited Warranty is void if failure of this SOFTWARE is a result of accident abuse tampering or misapplication Any replacement SOFTWARE will be warranted for the remainder of the original warranty period or thirty 80 days whichever is longer Outside Canada neither these remedies nor any product support services offered by CRM Systems are available without proof of purchase from an authorized international source 2007 21CRM Systems Published May 2007 vi 21CRM Spell Check for Sage CRM v3 0 END USER LICENSE AGREEMENT continued NO OTHER WARRANTIES
19. heck Licensing lol xi CRM Spell Check Licensing rg heck v4 0 for Sage CRM v6 0 YSTEMS i Please Enter your Company Name and License Key as provided by CAM Systems Company Name License N eck v4 0 for Sage CRM v6 0 is being installed Skip This Step Continue gt hh Cancel Enter the company Name and License that were given to you upon receipt of the purchase or trial e mail Enter these to complete your installation 10 x Thank pon for installing CAM System s Spell Check for CAM To Configure Spell Check for CAM please refer to the program please refer to Step z Configuration in The CAM Spell Check System Administrator Installation Guide on page 25 To obtain the latest manuals and resources for this product please visit http aia 21 ermeyeterne com sothyarecrmepell resources aspx IF you have any questions or concemns please visit our support area http w crmsystems com support Installation Complete Your installation is now complete We strongly suggest you now reset the CRM server using the IISRESET command at the windows command prompt This will ensure CRM s meta data is updated fully The thank you screen also contains support and resource links for this software at www 21crmsystems com 2007 21 CRM Systems Published May 2007 24 21CRM Spell Check for Sage CRM v3 0 Part 2 Configuration Prior to being used CRM Spell Check requires some minimal config
20. hese are detailed in the manual here and listed on this screen during the installation process Please do not overlook these prior to installation or the installation can fail 2 CRM Spell Check v4 0 for Sage CRM v6 0 ioj xj CRM Spell Check v4 0 for Sage CRM 6 0 Information CRM SYSTEMS You Must have Word 2003 XP or 200 installed on the CRM server you re A installing spell check on Word must be activated and not display any prompts or messages to the user CRM 5 5 6 0 6 1h or 6 2 must be installed on MS Sql Server 2000 CRM must be configured in IIS to run as a user that has access to run Microsoft Word and CRM Spell Check For users outside the US the windows user and SQL user usted for installation must use the mm ddAyypy date format during the installation process This date format can be restored to anginal settings after installation complete Please ensure you read the installation guide prior to running this installation hd coca e Tie Once you have read these and ensured you have the necessary pre requisites please click next to read the EULA agreement 2007 21CRM Systems Published May 2007 15 21CRM Spell Check for Sage CRM v3 0 You must read and agree to the CRM Systems EULA Click on I Agree then click on Next once you have agreed to the EULA screen cap below f CRM Spell Check v4 0 for Sage CRM v6 0 o BEE License Agreement Please lake a moment to
21. iginal settings after installation complete e Please ensure you read the installation guide prior to running this installation e The guide details all the necessary instructions you require to successfully install and run this software e CRM must be completely configured and functioning e CRM must be configured to run in the context of a user who has permission to run word and who when logged into the server as that user can execute word and save a new word document e You have BACKED UP YOUR CRM DATABASE In the event of an integration failure or other problem you will need this backup to return to your previous state of affairs DO NOT SKIP THIS To backup your database right click on the database in Enterprise Manager and select All Tasks Backup Database CRM is now prepared for the installation process 2007 21CRM Systems Published May 2007 9 21CRM Spell Check for Sage CRM v3 0 Possible Errors While in most cases your installation should go smoothly it is possible you could encounter errors during the install process However it is possible your CRM configuration may be slightly different than the installer expects This is due to the fact that you have the ability to customize CRM on your own If you receive an error message please read it carefully Any errors that occur should be accompanied by an appropriate message and may possibly include instructions on how to proceed Please follow them 2007 2
22. istrative Settings Exdusions Word Exclusion Management Manage Manage Field Spell Checking ES Return Return to 21CRM Admin Menu The menu items are described below e Settings general software settings e Exclusions lists and allows you to manage the list of words excluded from spell checking Use this to enter common jargon or other terms that CRM Spell Check identifies as misspelled when in fact they are correct e Manage allows you to enable and disable spell checking on any text field on any screen in CRM e Return return to the common CRM Admin Menu 2007 21CRM Systems Published May 2007 26 21CRM Spell Check for Sage CRM v3 0 Configure Settings Select the Settings menu item This will display the following page CRM Spell Check Configuration 4 Change Debug Level Use Exclusions 0 Off Iv E Cancel Ignore Capitalized Words Check Multiple Words Simultaneously w Iv 3 Delete The settings on this page are as follows e Debug Level This setting indicates the level of debugging or audits that are written to the CRM Spell Check error logs when the software is used This setting is set to 0 Off by default and it is recommended that you keep this setting unless you are experiencing problems with the software or are instructed to do so by a CRM Systems support technician The possible options are as follows 0 Off Nothing is written out 1 Minimal Very basic audits written
23. le the field for spell checking P Change E Delete CRM Spell Check Setup i Table Name Screen Field E Cancel Communication Custom CommunicationDetailbox cornm_note ar Enable ar Disable Click the Enable button If all goes well you will see the following CRM Spell Check Setup Table Name Screen Field Communication CustomtormmmunicationDetailBox comm note opel Check Enabled successhully 2007 21CRM Systems Published May 2007 31 21CRM Spell Check for Sage CRM v3 0 lf an error of any kind occurred while enabling the spell check you will see something similar to the following although the specific reason for the error may be different CRM Spell Check Setup Table Name Screen Field Communication CustomCommunicationDetailbox corm moe Cannot enable tor this eld Validate script already m use SpellProtect may already be enabled for this field or you may have a custom script in place Remove your custom script enable SpellProtect then re introduce the script If this occurs follow the instructions provided or contact us for further assistance You can find out more online at htip www CRMsystems com crmspell 2007 21 CRM Systems Published May 2007 32 21CRM Spell Check for Sage CRM v3 0 Enabling Users By default users are NOT enabled for spell checking You must enable those users in the system that you wish to use spell checking You can do this by accessing their user profile in the
24. or its business purposes including for product support and development CRM systems will not utilize such technical information in a form that personally identifies you Software Transfer You may permanently transfer all of your rights under this EULA provided that you retain no copies that you transfer all of this SOFTWARE including all component parts media and printed materials upgrades this EULA and any applicable Certificates of Authenticity and the recipient agrees to the terms of this EULA and so evidences such acceptance in writing If this SOFTWARE is an upgrade any transfer must include all prior versions of this SOFTWARE Termination This EULA is effective until terminated Without prejudice to any other rights CRM Systems may terminate this EULA without any notice from CRM Systems if you fail to comply with any of the terms and conditions of this EULA In such event you must destroy all copies of this SOFTWARE and all of its component parts 2007 21CRM Systems Published May 2007 1V 21CRM Spell Check for Sage CRM v3 0 END USER LICENSE AGREEMENT continued UPGRADES If this SOFTWARE is an upgrade you must be properly licensed to use a product identified by CRM Systems as being eligible for the upgrade in order to use the upgrade Any component of this SOFTWARE labelled as an upgrade replaces and or supplements the product that formed the basis for your eligibility for the upgrade You may use the resulting upg
25. or you arrow 1 The above highlights the errors orownn and corrections brown e Manually edit your text and change the spelling You might do this instead of 1 if the alternate spellings are all wrong e Click Ignore Spelling arrow 3 Choosing this option allows you to Save again and ignore the spelling error Choose your option and then click save If you no longer have any spelling errors of if you chose to ignore spelling your record will save That is all there is to it 2007 21CRM Systems Published May 2007 35 21CRM Spell Check for Sage CRM v3 0 Known Issues amp Troubleshooting At this time there are no known issues with the CRM Spell Check installation process lf you experience any issues please report them to us contacting your software provider or if you are a CRM Systems partner by logging into our online self service support portal at http www CRMsystems com and submitting a case report Your assistance will help us to improve the software and resolve issues quickly For further assistance you can contact us CRM Systems 200 1335 Erin Street Winnipeg MB Canada R3E 2S7 Phone 1 204 480 9772 Email support CRMsystems com Online www 21CRMsystems com Electronically submitted support requests generally will be responded to the fastest Please consider using that option 2007 21 CRM Systems Published May 2007 36
26. other user except as part of the permanent transfer as provided above of this SOFTWARE CONTROLLING LAW AND SEVERABILITY lf you acquired this product in Canada this EULA is governed by the laws of the Province of Manitoba lf this product was acquired outside of Canada local law will apply This EULA shall not be governed by the United Nations Convention on Contracts for the International Sale of Goods the application of which is expressly excluded If for any reason a court of competent jurisdiction finds any provision of this EULA or portion thereof to be unenforceable the remainder of this EULA shall continue in full force and effect 2007 21 CRM Systems Published May 2007 V 21CRM Spell Check for Sage CRM v3 0 END USER LICENSE AGREEMENT continued CONTACT INFORMATION Should you have any questions concerning this EULA or if you desire to contact CRM Systems for any reason please write to CRM Systems 1338 Erin Street Winnipeg MB Canada R3E 2S7 LIMITED WARRANTY LIMITED WARRANTY FOR SOFTWARE ACQUIRED OUTSIDE THE UNITED STATES AND CANADA FOR INFORMATION ON LIMITED WARRANTIES AND SPECIAL PROVISIONS PERTAINING TO YOUR PARTICULAR JURISDICTION PLEASE CONTACT CRM Systems Inc AT THE ADDRESS ABOVE LIMITED WARRANTY FOR SOFTWARE ACQUIRED INSIDE THE UNITED STATES AND CANADA CRM Systems warrants that 1 this SOFTWARE will perform substantially in accordance with the accompanying written materials for a period of nin
27. ount you should do so Right click the CRM virtual folder in the IIS administration module in Windows and choose properties Internet Information Services 115 Manager Ey File Action View Window Help Ama 2 mon 4 Internet Information Services Fg 8 DEYSVR1 local computer EG FTP Sites nE dd Application Pools El web Sites EM Default web Site H E Explore oS apen J Permissions Ele Browse E A ks i Elia New Window From Here A EA Re Delete E Re Refresh EJ Espa 9 asp Properties ME E cr E im f Eo Choose the Directory Security tab 2007 21CRM Systems Published May 2007 12 21CRM Spell Check for Sage CRM v3 0 HTTP Headers Custom Errors BITS Server Extension ASP MET virtual Directory Documents Directory Security Authentication and access control Enable anonymous access and edit the authentication methods For this resource IF address and domain name restrictions Grant or deny access to this resource using IP addresses or Internet domain names Under Authentication and Access Control click edit Authentication Methods E Y Enable anonymous access Use the Following Windows user account For anonymous access User name ourdomaincrmuser Browse Password A Edit the anonymous user to be a valid domain or local system account Enter the password for this user click OK
28. raded product only in accordance with the terms of this EULA If this SOFTWARE is an upgrade of a component to a package of software programs that you licensed as a single product this SOFTWARE may be used and transferred only as part of that single product package and may not be separated for use on more than one computer COPYRIGHT All title and copyrights in and to this SOFTWARE including by not limited to any images photographs animations video audio music text and controls script or applets incorporated into this SOFTWARE accompanying printed materials and any copies of this SOFTWARE are owned by CRM Systems or its licensed partners This SOFTWARE is protected by copyright laws and international treaty provisions You must treat this SOFTWARE with the same degree of care and concern as any other copyrighted material with the exception that you may install this SOFTWARE on a single computer provided you keep the original solely for backup or archival purposes You may not copy the printed materials accompanying this SOFTWARE MULTIPLE MEDIA SOFTWARE You may receive this SOFTWARE in a number of distinct media Regardless of the type of medium or size of the material encoded or recorded on that medium you may use only one medium as you deem most appropriate for your single computer You may not use or install the other media on the same or any other computer You may not loan rent lease or otherwise transfer the other media to an
29. read the license agreement mow you accep the terme below elick I Agiee then Next Otherase click Cancel END USER LICENSE AGREEMENT FOR CRM SYSTEMS INC SOFTWARE J IMPORTANT READ CAREFULLY This End User License Agreement EULA is a legal agreement between you an individual corporate entity or organization and CRM Systems Inc jconcerning the access to and use of any and all CRM Systems Do Hot Agee Cl Agee Cancel Back 2007 21 CRM Systems Published May 2007 16 21CRM Spell Check for Sage CRM v3 0 The next stage is to enter your SQL Server name and credentials so CRM Spell Check can install into your CRM database f CRM Spell Check v4 0 for Sage CRM v6 0 SQL Credentials Please entes the credentials for the SOL Server that is mnning the Sage CRM database MS SOL Server CAM SOL Database o SOL User Name possibly sa SOL Password Cancel Back y Please ensure you fill in all fields The MS SQL Server CRM SQL database name SQL User and Sql Password 2007 21 CRM Systems Published May 2007 17 21CRM Spell Check for Sage CRM v3 0 The next step is to select the installation Folder 2 CRM Spell Check v4 0 for Sage CRM 6 0 O x Select Installation Folder The installer will install CAM Spell Check v4 0 for Sage CAM v6 04 to the following folder To mstall in this folder click Next To install to a differen
30. t folder enter it below or click Browse Folder C Program Files421 CAMALAMS pell Browse Disk Cast Install CAM Spell Check v4 0 for Sage CAM v6 0 for yourself or for anyone who uses this Computer f Evervone Just me On this page you be asked to choose your installation path IMPORTANT Ensure the radio buttons at the bottom of the screen have Everyone selected yellow arrow Click next to continue 2007 21 CRM Systems Published May 2007 21CRM Spell Check for Sage CRM v3 0 The installer is now ready to complete the implementation Click next below to begin i CRM Spell Check v4 0 for Sage CRM 6 0 i gt lo x Confirm Installation The installer is ready to install CRM Spell Check v4 0 for Sage CAM v6 04 on pour computer Click Next to start the installation lx CRM Setup Factory SQL Credentials Please enter the credentials required to connect to the CAM Microsoft SQL Server Sage CRM 6 0 Server Database Jlocalhost ERM all Check v4 0 for Sage User Name Password sa e CAM v6 0 is being installed CRM Setup factory will pop up with the sql credentials you had entered previously Click next to continue installation 2007 21CRM Systems Published May 2007 19 21CRM Spell Check for Sage CRM v3 0 soon thereafter CRM Setup Factory will ask you if you wish to proceed or backup your database We highly recommend that you back
31. uration The CRM Admin Common Control Panel All CRM Extensions utilize the CRM Admin Common Control Panel This control panel provides you with a single location to manage your license keys and configure each of our products x Log Off Log into CRM and click on the Administration menu button in the CRM menu bar You should see the CRM Admin button in the lower left hand corner CRM 21CRM Admi Click the button and you will be taken to the CRM Systems Extension Products Menu CRM Systems Extension Products Menu Menu Selection 7 CRM Spell Check CRM Spell Licenses Keys amp Settings settings It is possible that your menu may have additional options If you have other CRM Extensions installed such as e CRM Order Entry e CRM Time amp Billing e ERP Connect e others Icons for those products may also appear CRM Spell used to administer CRM Spell Check specifically Settings used to view and manage CRM Systems license keys and some product specific settings There are no product specific settings for CRM Spell Check but an entry will have been made here with your license key and related information Click the cRMSeel button to access the CRM Spell Check Admin Menu 2007 21 CRM Systems Published May 2007 25 21CRM Spell Check for Sage CRM v3 0 The CRM Spell Check Admin Menu The menu appears as follows Spell Check for Sage CRM Version 4 0 Menu Selection Settings Admin
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