This Article pertains to On-premise installations of ResultsCRM only.
1. Close Outlook, if it is currently open.
2. If your workstation currently has any existing version of the Results QuickAdd, then you will have to uninstall it.
3. Navigate to C:\Program Files[ (x86)]\Results Software\Results CRM\Outlook_QuickAdd
Here is how:
- Click on Computer and proceed to your C:\ drive.
- Open ‘Program Files (x86)’
- Open ‘Results Software’
- Open ‘Results CRM’
- Open ‘Outlook_QuickAdd’
4. Run the Setup.exe program.
When the Setup program is running, it might need an internet connection to pull in certain files from www.Microsoft.com
5. Once the installation is complete, start Outlook.
6. The new Results QuickAdd button will appear on the Outlook toolbar.
7. Select the Results QuickAdd Configuration option
8. Click “Browse” where it says ‘Results INI file for current user’ (See image below)
Proceed to your R:\ drive > (Your Company’s Production) >Results.INI
Click Open
9. Enter your Results CRM Username and Password where it is indicated (See image below)
10. Click Save
The ResultsQuickAdd.ini configuration file will be automatically saved into the Windows Common Application Data directory—in a folder called “Results”
11. Move to the “QuickAdd Options” tab (See image below)
12. Add your Email Address(es) (See image below)
13. Then, click Save (See image below)
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