6 SETTING UP YOUR DESKTOP

In This chapter we will help you to configure you desktop. This is especially relevant for Internet Explore and SharePoint Online

Browser

iGlobe CRM is compatible with IE10 and upper version, Chrome and Mozilla Firefox. IGlobe CRM application requires some custom setting in IE browser to make it fully functional. This section will describe the compatibility and setting changes needed for the browser.

Add the CRM site to your Trusted

Internet Explorer assigns all websites to one of four security zones: Internet, Local intranet, Trusted sites, or Restricted sites. The zone to which a website is assigned specifies the security settings that are used for that site. You can choose which websites to assign to the Intranet, Trusted, or Restricted zones. By adding a website to a specific zone, you can control the level of security used on that site. For example, if you have a list of websites that you visit and you completely trust those sites, add those sites to the Trusted zone.

We will need to add the iGlobe CRM site to your trusted sites to ensure that you’re not bothered with ActiveX or other types of warnings, for websites you trust. Follow these steps in Internet Explorer:

  1. Open  the IGlobe CRM App in your Internet Explorer browser.
  2. From the Tools menu button, choose Internet Options.
  3. In the Internet Options dialog box, click the Security tab.
  4. Click the big, green check mark: Trusted Sites.
  5. Click the Sites button.

You discover the Trusted Sites dialog box. The website you’re visiting is shown next to the Add button.

  1. Click the Add button.
  2. The website is added to the list.
  3. Click Close.
  4. Click OK to send off the Internet Options dialog box.