Quick start:
1. If the Storable CRM icon is already in your application tray, click it to open your dashboard.
2. If you do not see the icon, register the desktop app first, then relaunch it from the tray.
Launch Storable CRM from the application tray
Use these steps when Storable CRM is already installed and registered on your computer.
Click the Show hidden icons button in your Windows system tray.
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Click the Storable CRM icon to open the app and load your dashboard. If you do not see the icon in your application tray, continue to Register Storable CRM below.
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Register Storable CRM
Register for a single location
Double-click the Storable CRM icon on your desktop. If the icon is not present, install Storable CRM first by clicking this link and running the installer, then return to this step.
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After you double-click the desktop icon, a registration window opens. Enter the location email address for this facility in the location email field, then select Send Login to Email.
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The registration screen updates with a reminder to check your email.
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Open the registration email and click Login to Storable, or click the URL link below.
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The successful registration message appears. Proceed to Launch Storable CRM after registering.
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Change / switch registered locations
Click the Show hidden icons button in your Windows system tray.
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Right-click the Storable CRM icon.
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Click Logout.
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Proceed to Register for multiple locations below.
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Register for multiple locations
Double-click the Storable CRM icon on your desktop. If the icon is not present, install Storable CRM first by clicking this link and running the installer, then return to this step.
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Click the login with username and password link.
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Enter your email and password, then click Login.
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Use the Select Locations pull-down menu and choose the correct locations.
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Once your locations are selected, click Launch. The Storable application launches and is ready to use.
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Launch Storable CRM after registering
Once Storable CRM is registered on your workstation, use these steps to open it each day.
Click the Show hidden icons button in your Windows system tray.
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Right-click the Storable CRM icon and select Open to launch the application. The Storable application launches and is ready to use.
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