# Desktop Configuration

Before Keyfax is used with the MIS-AMS SQL ActiveH CRM, various settings need to be applied to the MIS-AMS installation. This is done via the MIS-AMS SQL ActiveH Desktop. The following information give a walk-through of the various steps required to complete the configuration:

{% hint style="info" %}
Please note that the screenshots below apply to ActiveH versions prior to 6.3.1.0 and these are subject to change without notice. Details for configuring ActiveH 6.4 or greater can be found here or in your ActiveH User Guide.
{% endhint %}

1. The MIS-AMS SQL ActiveH Desktop application is usually accessible from a desktop shortcut icon on the client PC. Click this icon to launch the MIS-AMS SQL Active Desktop.

<figure><img src="https://2882349412-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MARm6St_qFGM52R3pBa%2Fuploads%2FFPV4GtGcqgORXKQovTFo%2Fimage.png?alt=media&#x26;token=848bd14f-8169-4fae-ad3b-f0f5b9aabf2d" alt=""><figcaption></figcaption></figure>

2. If the MIS-AMS SQL ActiveH installation has more than one instance available, a "configurations" dialog will be displayed (see right). This may contain Live, Test and Training versions, all of which will need to be configured independently.<br>

   For this walk-through, the "Live" instance will be selected - Click the "OK" button to continue.

<figure><img src="https://2882349412-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MARm6St_qFGM52R3pBa%2Fuploads%2FGWRQBLnXkUc7L2fj2ZxK%2Fimage.png?alt=media&#x26;token=538487c4-6214-445e-ba0b-0464c67c67e5" alt=""><figcaption></figcaption></figure>

3. A login dialog will prompt you for a valid username (ID) and password.<br>

   It is important that a MIS-AMS SQL ActiveH user account with administrative access to edit configurations is used for this process. In this case the "MIS" user account, once the details are entered - Click the "OK" button to continue.

<figure><img src="https://2882349412-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MARm6St_qFGM52R3pBa%2Fuploads%2FOBx78onXHlr5C5FNNDbL%2Fimage.png?alt=media&#x26;token=87d85fc1-7ae3-4baa-a06c-904a2aae1d9d" alt=""><figcaption></figcaption></figure>

4. The Main MIS-AMS SQL ActiveH Desktop window is displayed (see right). This give access to the required configuration screens.

<figure><img src="https://2882349412-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MARm6St_qFGM52R3pBa%2Fuploads%2F9lkvKXfpwAM7zhmaa1Kc%2Fimage.png?alt=media&#x26;token=7899a558-5b64-4e66-b911-e4571dfb0197" alt=""><figcaption></figcaption></figure>

5. From the Main MIS-AMS SQL ActiveH Desktop window, select the "Options.." item from the "Tools" menu (see right).

<figure><img src="https://2882349412-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MARm6St_qFGM52R3pBa%2Fuploads%2FjDyG8z5OFzv8DYL2FTCY%2Fimage.png?alt=media&#x26;token=8b63e69b-ac6c-4d91-933f-1769fd0a82ff" alt=""><figcaption></figcaption></figure>

6. The "Options" screen has a series of settings which can be set on "tabs". The "Repair Finder" tab should be selected, and the details should be entered as follows:\
   \
   **Prog ID:** the class name for the Keyfax OCX control used in interface, -usually"**KeyfaxMIS.KF\_MIS**" (as opposed to the standard name KeyfaxEx.Keyfax) \
   \
   **Caption:** The text used for the Keyfax hyperlink button in the CRM (i.e. "**Keyfax**")\
   \
   **Database:** The name of the Keyfax database for MIS-AMS SQL ActiveH CRM usage (typical format: "**KF\_\[company name]\_40**" -*should be on the same SQL Server instance as the SQL ActiveH database*)

<figure><img src="https://2882349412-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MARm6St_qFGM52R3pBa%2Fuploads%2FCvSnxuKQXfIuJY8skOUR%2Fimage.png?alt=media&#x26;token=10a6176c-506b-4553-be83-aa431c463d1c" alt=""><figcaption></figcaption></figure>

7. While in the "Options" screen, the "Integration" tab should be selected, and the "Repair Finder" item should be checked. - This enables/disables the Keyfax hyperlink button in the CRM.

   Click the "OK" button to save any changes.

<figure><img src="https://2882349412-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MARm6St_qFGM52R3pBa%2Fuploads%2FrPPlZSNKnXrxJDtwq868%2Fimage.png?alt=media&#x26;token=64a52c05-9b2c-495d-89ce-7994c379908c" alt=""><figcaption></figcaption></figure>

8. Note: In later versions of the MIS-AMS SQL ActiveH Desktop application, the Options screen has been revised. The screen capture on the right is from version 5.5.0.<br>

   This version now has the "Repair Finder" settings on the the "Integration" tab.

<figure><img src="https://2882349412-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MARm6St_qFGM52R3pBa%2Fuploads%2FJ1UV6NVBgb2JczYyxcgm%2Fimage.png?alt=media&#x26;token=48fc019f-ebff-4531-86f3-69d546dac3ed" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.keyfax.biz/integrations/host-systems/activeh-desktop/mis-configuration/desktop-configuration.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
