If you are using the CRM or CSS for the first time, you will need to adjust your Internet Explorer settings (You must be using IE 10 or better for the application to fully function).
NOTE: If you are using the latest version of the CRM/CSS and only use Services, you are no longer required to use Internet Explorer as your default browser.
NOTE: If you are using Microsoft Word 2013 or 2016, you may also need to adjust your reading mode. See our article I'm using Microsoft Word 2013 or 2016.
NOTE: If you are unable to open the application in Internet Explorer, but you can open it in another browser, this is most likely due to an issue with the Advanced Internet Options. The best method for resolving this is resetting to the default (Internet Options>Advanced Tab>Reset...), and then configuring the settings as described below.
Accessing the IE Menu Bar
- Close all other open Internet Explorer sessions and then open the CRM.
- In Internet Explorer 9 and higher, you will not see the full toolbar. To display the toolbar, right-click above the tabs, and select Menu Bar from the menu.
Temporary Internet Files and History Settings
- Go back to the toolbar, and select Tools.
- Select Internet Options.
- Under the General tab, select Settings below "Browsing History."
- Make sure "Every time I visit the webpage" is selected.
- Change the "Disk space to use" to 8. Then click OK to save changes.
The "Internet Options" window should still be opened. Select the Security tab.
- Senate offices should select the icon for Local intranet, and then click the Sites button. Select the checkbox for "Automatically detect intranet network" and click "OK." Skip to step 6.
- Non-Senate offices should select the icon for Trusted sites, and then click the Sites button.
- The site should already be added to the list, but it it is not listed, click Add.
- Make sure "Required server verification (https:) for all sites in this zone" is not checked.
- Click Close to save your changes.
- Still within the "Security" tab, select Custom level.
- In the list of Settings, select "Enable" for all except Pop-up Blocker, Smart Screen Filter, and XSS Filter. Select "Disable" for these three settings.
- For IE 9 and higher, you must also disable the option "Allow ActiveX Filtering."
- The last option in the list of Settings is "User Authentication." Select "Automatic logon with current user name and password."
- Click OK.
- Still within the "Security" tab, make sure that the "Enable Protected Mode" is not checked.
- Click Apply.
If you have IE 9 or higher, you will need to adjust a couple of settings under the "Advanced" tab.
- Still within Internet Options, click the Advanced tab.
- Find the setting "Use software rendering instead of GPU rendering*" and enable the setting by checking the checkbox.
- Scroll down the list of settings until you see "Enable automatic crash recovery" and disable the setting by unchecking the checkbox.
- Click Apply.
If you have IE10 or higher, you can enable your browser's spellcheck.
- Still within "Internet Options," select the Programs tab.
- Click the Manage add-ons button.
- Select Spelling Correction from the list of Add-on Types.
- Check the checkbox on the bottom left to "Enable spelling correction."
- Click Close.
Click OK to close "Internet Options."
Refresh your browser to see the changes take effect.