This article will cover setting up both Single-User and for Server versions.
Downloading and installation the application
Click the following link below to get the CRM Complete.
Close out of any Microsoft Office programs and then run the application.
You'll see the following window appear:
Click Next. On the next screen, you will be asked to accept the license agreement. Once you have agreed, click Next.
On the next, screen, click Next one more time to begin installing the application.
A number of windows may appear and disappear during this process. Depending on what applications have already been installed on your system, this process could take a few minutes.
Once the installation is finished, you'll see the following screen appear:
The RealNex CRM Application is now installed on this PC.
Creating a Database for the First time
This section will walk you through the steps to create a database on your system.
After you have installed the CRM Desktop application using the CRM Server package, as outlined in the steps above, a window should appear to Create a New RealNex CRM Database.
If this window does not appear, click the Start button in Windows and type 'Create Database' without the quotation marks and click on the blue Create CRM icon that appears:
You will then see the following screen:
If you have not created your realnex.com account yet, visit www.realnex.com and click Login to begin the account creation process. You will be asked to enter your email address, a password, and your mobile number.
If you have an account at www.realnex.com already, click Next. You will see the following login page appear:
Enter your Login details on this page and click the orange Submit button.
On the next screen, the information should be automatically filled out as in the following image:
Server Name - The server name is comprised of 2 parts, separated by a back slash. To the right of the back slash is the computer name in Windows of the Server PC. To the left of the slash is the Database Name, which by default will be RealNex. In the above example, the server computer's name is URSA-MAJOR, making the full Server Name URSA-MAJOR\REALNEX. You can find the computer name of a PC by right-clicking on the Windows button and clicking System.
SQL Administrator Login - By default, this will be set to sa, unless someone else installed the database software, in which case they would be able to provide the administrator login and password.
Password - By default, this password is set to 'gorea123!' without the quotation marks. Change this if your administrator set a different System Administrator (SA) password.
Once this screen is filled out, click Next.
If you already have a database created on that Server, you will get a warning box that everything will be overwritten. Heed it's advice. If you do already have a database, do not re-run the Create Database tool without a specific need to do so, or if you're wanting to wipe your database and start from scratch.
The next 2 screens deal with creating a folder for shared files (These will be the system reports, any Microsoft Word templates for mail and email merges, and any file attachments, such as photos or documents).
The first window will ask where you would like this folder to be created:
If you'd like to change the file location these are stored, you can use the Browse button to search for another location.
On the next window, you're given an option to Create a New Share or Use an Existing Share. If you or your IT have created a specific shared folder, you can specify that here. Otherwise, use the option to create a new share to allow all users on your network with access to the CRM database to also be able to open File Attachments from within the program.
The next options screen during the Create Database wizard allows you to create your administrator user-account for the CRM. This user by default can perform administrative tasks on the database, such as adding or modifying user accounts, creating and modifying teams, and backing up the database.
Enter a login and password for this user and click Next.
The final options screen allows you to select which Postal Codes to install, giving you options for the US and Canada. These are used when entering address information in the database. If the postal codes are installed, you will be able to enter a zip code for records, and have the system automatically look up and fill in the City and State/Province information.
Click Next, and you'll see the Ready to Begin screen. One more next and the Create Database wizard will begin to create a blank database with the options selected during the process.
At the end of the process, a window will appear to let you know it has completed, as well as giving you an option to open the CRM and the LiveSync tool. If this option is chosen, the Create Database Wizard will close and the RealNex CRM and/or the RealNex Livesync tool will open.
Setting Up the RealNex Live Sync Tool
The RealNex Livesync tool is an application that runs in the background on either the Server computer for multiple-user CRM Databases, or on the user's PC for single-user CRM Databases.
After the Database has been created, if you selected the option to run the Livesync tool after the Create Database Wizard has completed, it will open automatically. If you ever need to open this tool again, click the Windows button and type 'livesync' to find and right-click on the RealNex Livesync Agent and select "Run as Administrator"
This application runs in the System Tray in Windows and by default will automatically run when you start up Windows. If you need to access the Livesync tool, click the up arrow in your system tray to expand the icons, and then double-click on the blue CRM Live icon to open it.
The first time you run the Livesync Agent, you will be asked to provide a Database Name. This is only for internal tracking purposes. Most user's either use their company, team, or personal name here.
The Livesync tool will now run and upload your database to the cloud. After the initial synchronization process has completed, you will be able to view this information online at www.realnex.com by clicking on Core > CRM after signing in.
This tool will continue to run in the background, checking for changes to both the online and desktop databases, and keep the two of them in sync.