CRM Gadget 2 Go
- Installation Instructions
Fellow Consulting AG
Ludwigstr. 21/Theresienstr. 6-8
80333 München

Tel: +49 (...
Download the Software


  Start your Browser and enter the following URL
  http://desktop.crm-gadget.com/html/trial.html

...
Web Installer


                                                                 When clicking the „Install Now“ linkon th...
Web Installer




                                                                          Change the default
           ...
License Agreement




                                                                           Read the End User
       ...
Enter a Database Password




                                                                          Enter a Password a...
First Start of the Application




                                             After the application started click on
   ...
Preferences: Auto-configuration




                 On the „Auto-configuration“ tab enter the URL
                 for th...
Preferences: Connection information




                                                                          On the „...
Preferences: User Interface




                                                                          On the „User int...
Synchronize




                                                       Click „Synchronize data“ to launch
                ...
Synchronization




                                              Finally press the
                                      ...
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Crm gadget 2 go install

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Crm gadget 2 go install

  1. 1. CRM Gadget 2 Go - Installation Instructions Fellow Consulting AG Ludwigstr. 21/Theresienstr. 6-8 80333 München Tel: +49 (0) 89 288 90 571 Fax: +49 (0) 89 288 90 45 Web: www.fellow-consulting.de
  2. 2. Download the Software Start your Browser and enter the following URL http://desktop.crm-gadget.com/html/trial.html Click on the „Install Now“ link below the icon to install directly from the web. Alternatively download and execute the appropriate installer for your operating system Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner 2
  3. 3. Web Installer When clicking the „Install Now“ linkon the Website the Webinstaller will automatically detect your operating system and choose the correct installer and install language. Verify the certificate and press the„Install“ button. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner 3
  4. 4. Web Installer Change the default Settings jf necessary and press „Next“ Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner 4
  5. 5. License Agreement Read the End User Licence Agreement and click on „I Accept“ to start the application Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  6. 6. Enter a Database Password Enter a Password and click on the Button „Create Encrypted Database“ to create an encrypted local database. Alternatively you can click on „Don‘t use Password“ to create a not encrypted database“. Second option is not recommanded. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  7. 7. First Start of the Application After the application started click on „Preferences“ on the top. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  8. 8. Preferences: Auto-configuration On the „Auto-configuration“ tab enter the URL for the configuration file provided by your Administrator. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  9. 9. Preferences: Connection information On the „Connection information“ tab enter your Oracle CRM OnDemand URL, your Login and your Password. Click the „Test connection“ button to verify your login cridentials. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  10. 10. Preferences: User Interface On the „User interface“ tab choose the „Tabs“ radio button and click on the „Set Oracle icons“ Button to switch to the Oracle CRM On Demand like user interface. Click the „Save changes“ button. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  11. 11. Synchronize Click „Synchronize data“ to launch the synchronization applet. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  12. 12. Synchronization Finally press the „Synchronize“ button to launch the synchronization. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner

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