Sage Software 5.8 manual Understanding Basic Self Service Architecture, Accessing the Site

Page 10

Understanding Basic Self Service Architecture

Understanding Basic Self Service Architecture

Before you proceed to customize the Self Service Web site, you need to have an understanding of basic Self Service architecture.

Accessing the Site

Self Service functionality enables users to access the Self Service Web site in

Registered Mode or Anonymous Mode:

„Registered Mode. Registered Self Service users (that is, People or Companies registered in the CRM system) can log onto the Self Service site, view relevant information, and perform functions, such as reporting a problem or requesting product information. An identifier in CRM Self Service that enables access and rights on a per user basis will authenticate them to perform functions.

„Anonymous Mode. Users can access the Self Service site on the Web as they would any other site. CRM technology enables a link to be created between the user’s browser and the CRM Self Service server. The server will present customized information to a user, related to previous visits to the site.

Visitor information is stored on the Self Service database in two visitors tables:

„Visitors. The Visitors table stores information related to both anonymous and registered visitors. When an anonymous visitor goes to the CRM site and asks for a Web page, a text string is stored on the hard drive. The next time the visitor returns to the same page they get a cookie. The cookie is an ID for the visitor.

„Visitor Profile. CRM can track the number of times each visitor logs onto the system. Based on this information, a potential customer can be generated as a lead, and the relevant information passed along to the customer. You can customize the type of information that is stored in CRM about registered visitors based on registration and profile information that is stored in the Visitor Profile table.

The eWaress.js File

The CRM Self Service application server can be run remotely from the CRM database server. For example, a customer care case entered in the CRM system can be viewed on the Self Service Web site.

The EWARESS.JS file is the component behind this functionality. This file works in the same way as a typical ACCPACCRM.JS file, but it is also responsible for establishing the link between the CRM database and the Self Service database, thus ensuring that the databases can communicate with each other.

3–2 Sage CRM

Page 9 Page 11
Image 10
Page 9 Page 11
Contents Sage Accpac CRM Self Service Guide Page Contents Self Service Functionality What is CRM Self Service Chapter IntroductionChapter Summary Chapter SummaryInstalling Self Service Prerequisites for Self Service ImplementationsChapter Getting Started Setting up Self Service Now you can…Planning 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 Chapter Self Service Security Application Level Security„ Explain Self Service security Self Service Administration Chapter Self Service Administration in CRMVisitor List Self Service Configuration To view the Self Service administration area in CRMField Description To enable a person for Self Service Enabling a Person for Self ServiceVisitor Maintenance 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 To access the Support area of the Self Service site Reviewing Existing CasesProblem details Logging a New Case Requesting InformationFinding Solutions To find a solutionSolutions list CRM Document Version Code IMP-SEL-ENG-580-1.0
Related manuals
Manual 46 pages 15.76 Kb

5.8 specifications

Sage Software 5.8 is a robust accounting and business management solution designed to cater to the needs of small to medium-sized enterprises. This version brings forth a multitude of enhancements that streamline operations and improve overall performance in financial management.

One of the main features of Sage Software 5.8 is its enhanced user interface. The software embraces a more intuitive design that simplifies navigation, allowing users to access crucial information quickly. This improved usability is complemented by customizable dashboards that give users a snapshot of their business performance at a glance.

In terms of functionality, Sage Software 5.8 includes advanced financial management capabilities. Users can efficiently handle accounts payable and receivable, manage payroll, and conduct detailed reporting with ease. The software’s reporting tools are particularly noteworthy, offering pre-built reports and an intuitive report builder that empower users to create custom reports tailored to their specific business needs.

Furthermore, Sage 5.8 integrates seamlessly with various third-party applications, enhancing its capabilities. This integration allows for real-time data synchronization, ensuring that users have access to up-to-date information across different platforms. Such interoperability is crucial for businesses looking to create a cohesive ecosystem of applications that work together harmoniously.

Security is another critical characteristic of Sage Software 5.8. The software utilizes advanced encryption protocols to protect sensitive financial data, ensuring compliance with industry regulations. Additionally, the implementation of user roles and permissions helps businesses safeguard their information, allowing access only to authorized personnel.

Another valuable feature is the mobile accessibility that Sage Software 5.8 offers. This functionality enables users to manage their accounting tasks on-the-go, providing flexibility and convenience. The cloud-based deployment option offers further scalability and ensures that businesses can access their data from anywhere, enhancing productivity.

Sage Software 5.8 stands out in its ability to support multi-currency transactions, making it an ideal choice for businesses operating on a global scale. Users can easily manage foreign currencies, track exchange rates, and generate reports that account for currency fluctuations.

In summary, Sage Software 5.8 combines advanced financial management, improved user experience, robust security measures, and flexible accessibility to deliver a comprehensive solution for businesses. Its ability to integrate with other applications and support multi-currency operations position it as a leading choice for organizations looking to enhance their accounting processes and overall operational efficiency.
Top Page Image Contents