Installing Results Anywhere

Introduction

Results Anywhere is a browser-based application that allows you to have the flexibility to access your company’s database remotely from anywhere, on almost any device, anytime.
View your Dashboard and Contacts, Service and Sales Orders. Look for new Sales Opportunities, and plan your Activities.
You can also view your Projects, Products and Quotes, make Payments and edits to Purchase orders, Expenses and Invoices.
The second you hit save, your work is saved in your ResultsCRM database!
Results Anywhere is available to firms running a current version of ResultsCRM. It is easy to install and allows you to enjoy a secure, instant, live connection to your ResultsCRM database no matter where you are or what you are doing.

Important: ResultsAnywhere is not a replacement for ResultsCRM.

Desktop Functions
Not all ResultsCRM functions are available for Results Anywhere. You must use ResultsCRM to:
● Import and export Contacts.
● Integrate with 3rd party applications.
● Access Reports, the Calendar and Documents.
● Generate Invoices, Quotes, Sales Orders for email and printing.
● Perform specialized Billing functions such as Mass Invoicing and Mass renewal.

Note: ResultsCRM must be updated to minimum of 20.0.1.33 

Installing Results Anywhere

Important: You must be running the latest build of ResultsCRM directly on your local server desktop as an Administrator for the install to complete successfully.

1. Clicking the Install RA icon on the Home Main Menu starts the Setup Wizard for installing Results Service, which is necessary for enabling Results Anywhere.

2. The first window of the ResultsService Setup Wizard screen displays.

3. Click Next > to select an installation folder.

• Select the appropriate radio button at the bottom of the screen.

4. Click Next > to install ResultsServer in the default folder or Browse… to another folder.

5. Click OK, then Next >. to display a progress bar.

6. When the installation process is complete an Installation Complete window displays.

7. Click Close to complete the process.

Important: Once the installation is complete, your ResultsCRM Administrator needs to enable ResultsAnywhere for each user in the Users dialog.