Sage Software 5.8 manual Sage Accpac CRM Self Service Guide

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Sage Accpac CRM 5.8

Self Service Guide

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Contents Sage Accpac CRM Self Service Guide Page Contents Self Service Functionality Chapter Introduction What is CRM Self ServiceChapter Summary Chapter SummaryInstalling Self Service Prerequisites for Self Service ImplementationsChapter Getting Started Now you can… Setting up Self ServicePlanning a Self Service Web Site Chapter Self Service Web SiteTo begin creating a Self Service Web site Accessing the Site Understanding Basic Self Service ArchitectureEWaress.js File Without the Extensibility Module Customizing the Self Service Web SiteBlock Name Type of Block Description With the Extensibility Module Application Level Security Chapter Self Service Security„ Explain Self Service security Self Service Administration Chapter Self Service Administration in CRMVisitor List To view the Self Service administration area in CRM Self Service ConfigurationField Description Visitor Maintenance Enabling a Person for Self ServiceTo enable a person for Self Service To remove anonymous visitorsSelf Service page before user is enabled Enabling a Company for Self Service To log onto the Self Service Web site Chapter Self Service FunctionalityLogging On Anonymous Visitors To access the Newsletter area of the siteNewsletter Registered Visitors Reviewing Existing Cases To access the Support area of the Self Service siteProblem details Requesting Information Logging a New CaseTo find a solution Finding SolutionsSolutions list CRM Document Version Code IMP-SEL-ENG-580-1.0
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