Customizing the Self Service Web Site

It is important to note that the EWARESS.JS file (rather than the ACCPACCRM.JS file) is referenced in all Self Service ASP pages. For more information on the ACCPACCRM.JS and EWARESS.JS files, please refer to the Developer Guide.

The functionality available in the Self Service site and the extent to which you can customize it depends on whether you have the Extensibility Module.

Without the Extensibility Module

Without the Extensibility Module, you are limited to customizing a number of specific blocks. This may be sufficient, depending on implementation requirements. The blocks are accessible from Administration Customization <Entity> Lists or Administration Customization <Entity> Screens. Please refer to the table below for a description of the Screen and List blocks that can be customized without the Extensibility Module.

The following table describes the blocks referenced in the Self Service demo Web site.

Block Name	Type of Block	Description

sscaselist	List Object	Displays a list of
		cases for visitors.

ssopportunitylist	List Object	Displays a list of
		opportunities for
		visitors.

sscaseentry	Screen Object	Enables visitors to
		register new cases
		via the Web site.

ssopportunityentry	Screen Object	Enables visitors to
		create new
		opportunities in
		CRM, via the Web
		site.

You customize Self Service screens and lists from Administration Customization in the normal way. Please refer to the System Administrator Guide for more information on screen and list customization.

Self Service Guide 3–3

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.