Sage Software 5.8 manual Customizing the Self Service Web Site, Without the Extensibility Module

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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.

Customizing the Self Service Web Site

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

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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 SummaryChapter Getting Started Prerequisites for Self Service ImplementationsInstalling Self Service Now you can… Setting up Self ServiceTo begin creating a Self Service Web site Chapter Self Service Web SitePlanning a Self Service Web Site EWaress.js File Understanding Basic Self Service ArchitectureAccessing the Site Block Name Type of Block Description Customizing the Self Service Web SiteWithout the Extensibility Module With the Extensibility Module Application Level Security Chapter Self Service Security„ Explain Self Service security Visitor List Chapter Self Service Administration in CRMSelf Service Administration To view the Self Service administration area in CRM Self Service ConfigurationField Description To remove anonymous visitors Enabling a Person for Self ServiceVisitor Maintenance To enable a person for Self ServiceSelf Service page before user is enabled Enabling a Company for Self Service Logging On Chapter Self Service FunctionalityTo log onto the Self Service Web site Newsletter To access the Newsletter area of the siteAnonymous Visitors 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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