Instant CRM Client Setup

Instant CRM Client Setup

This article applies to Instant CRM version 2.5 and higher - screenshots are taken from Instant CRM version 2.6.

Before You Get Started

Installation Requirements

  • An Administrator account, or a user account with permissions to install software and services, and make changes to folders and the Windows registry
  • An Instant CRM and (if applicable) Instant Drilldown database created or restored as part of the server installation

The ability to see and report on items on customers' transactions in the Instant Drilldown SQL application is not supported in version 2.6 onwards, and so the Drilldown module needs to be excluded from the client install using the Custom installation option. The server installation allows for Drilldown data to be posted and displayed in Instant CRM, but reports cannot be run from the Drilldown application itself in this version.

    Crystal Reports

    Crystal Reports Runtime is required for reporting, and is installed as part of the Prerequisites, as noted below.

    InstallShield Wizard

    Open the Instant CRM InstallShield Wizard executable. The latest installers for Total Control Premier can be found in the Instant CRM + Loyalty Service Installers article.

    Prerequisites

    Depending on the operating system version and other factors such as Windows Updates and other applications and features being installed, several prerequisites such as Crystal Reports Runtime and Visual C++ Redistributables may be installed before the main Instant CRM InstallShield Wizard can run. You may be prompted to restart one or more times during this process.

    Installation Process

    Version 2.5

    1. Follow the on-screen prompts, clicking Next to install the software in C:\Program Files (x86)\Fidelity Systems\Instant CRM2, unless a different path is required.

    2. Select Typical, then click Next.

    3. Click Install.
    		[Client Setup\Client_Installer_Typical_Install]
    4. Untick Launch Application Now?, then click Finish.


    Version 2.6

    1. Follow the on-screen prompts, clicking Next to install the software in C:\Program Files (x86)\Fidelity Systems\Instant CRM2, unless a different path is required.

    2. Select Custom, then click Next.

    3. Set the option to This feature will not be available on Drilldown.
    4. Click Next.

    5. Click Install.

    If you do not select Custom, as the installation progresses you will be presented with a number of error messages about the installer not being able to register certain files - click Ignore through all of these messages.



    6. Untick Launch Application Now?, then click Finish.


    Software Registration

    You will need to run the Activation Wizard, to activate the licence you have been given to run Instant CRM.
    1. Click Start > All Programs > Fidelity Systems > Instant CRM > Activate Fidelity Software
    2. Select Instant Loyalty, then click Next.

    3. Enter the eight-digit licence code, untick Activate now using my internet connection, then click Next.

    4. A Key Number will be generated, which will need to be sent to Fidelity for an Activation Code to be generated. Clicking the Key Number will copy it to the clipboard, so it can be pasted into an email. This email will need to be sent to support@fidelitysystems.co.uk.

    5. An Activation Code will be sent back to you, and this needs to be pasted into the box below the Key Number.

    6. Click Next, and a "Thank you for purchasing a Fidelity product" message will be displayed, to confirm that Instant CRM is activated.


    Initial Client Setup

    Double-click the Instant CRM shortcut on the desktop, or click the Instant CRM shortcut in Start > All Programs > Fidelity Systems > Instant CRM, to launch the application.

    Instant CRM Database Setup Wizard

    When Instant CRM first starts, the Database Setup Wizard will appear with a number of settings to point the application at the required Instant CRM and (if applicable) Instant Drilldown databases.



    You can configure the SQL Server connection details manually if you know them, or you can use the settings from another client installation by exporting and importing registry keys as per the Registry Settings section below.
    Option
    		Description
    User NameThe SQL User Name to be used to access the database, eg “SA”.
    PasswordThe SQL Password for the SQL User Name to be used to access the database.
    Server Name
    		The name or IP address of the SQL instance, eg “(LOCAL)\FIDELITY" , “SERVER\FIDELITY" , “192.168.1.100\FIDELITY”, etc.
    DatabaseThe name of the Instant CRM database to connect to.
    Integrate with Instant Drilldown
    		Whether or not you want the application to use and display Instant Drilldown data.

    Specify the Instant Drilldown database name - this must be accessible with the User Name and Password used for the Instant CRM database.
    Shared Documents Network Location
    		The shared folder used to store Letters and Vouchers if these are to be used.

    Instant Drilldown SQL Database Setup Wizard

    Version 2.5

    When Instant Drilldown SQL first starts, the Database Setup Wizard will appear with a number of settings to point the application at the required Instant Drilldown and Instant CRM databases.


    You can configure the SQL Server connection details manually if you know them, or you can use the settings from another client installation by exporting and importing registry keys as per the Registry Settings section below.
    Option
    		Description
    User NameThe SQL User Name to be used to access the database, eg “SA”.
    PasswordThe SQL Password for the SQL User Name to be used to access the database.
    Server Name
    		The name or IP address of the SQL instance, eg “(LOCAL)\FIDELITY" , “SERVER\FIDELITY" , “192.168.1.100\FIDELITY”, etc.
    Drilldown Database Name
    		The name of the Instant Drilldown database to connect to.
    InstantCRM Database Name
    		The name of the Instant CRM database to connect to.

    Registry Settings

    The settings configured in the Database Setup Wizard are stored in the Windows Registry; they can be exported from an existing PC or the server, and then imported on the PC that needs configuring.

    Export Registry Settings

    1. On the existing PC, open Registry Editor - you may need Administrator permissions
    2. Find the key HKLM\SOFTWARE\Fidelity Systems\Instant Loyalty2\Options (34-bit) or HKLM\SOFTWARE\WOW6432Node\Fidelity Systems\Instant Loyalty2\Options (64-bit)

    3. Right-click the Options key and click Export

    4. Save the .reg file


    Import Registry Settings

    1. On the new PC, find the .reg file as exported previously

    2. Double-click the file and click Yes to confirm merging the file into the registry - you may need Administrator permissions


    Licence Deactivation

    You will need to deactivate the licence to use Instant CRM if you need to transfer the software to a new computer.
    1. Click Start > All Programs > Fidelity Systems > Instant CRM > Activate Fidelity Software
    2. Select Instant Loyalty, then click Next.

    3. Click Offline, then click Next.

    4. A Removal Key Code will be generated, which will need to be sent to Fidelity for the licence to be deactivated. Clicking the Key Code will copy it to the clipboard, so it can be pasted into an email; alternatively click Save Keycode to save a .tok file which can be attached to an email. This email will need to be sent to support@fidelitysystems.co.uk.





    5. Fidelity will confirm that the licence has been deactivated - click Next.

    6. Click OK, and a "Thank you for purchasing a Fidelity product" message will be displayed, to confirm that Instant CRM is deactivated.




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