Sage Software 5.8 manual Now you can…, With the Extensibility Module

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Now you can…

With the Extensibility Module

With the Extensibility Module, you can use the complete set of eWare blocks to add extra functionality to your Self Service site.

You reference the blocks in ASP pages in the same way as you do within standard CRM. One difference, however, is that you reference the EWARESS.JS file (rather than the ACCPACCRM.JS include file) on all ASP pages.

Using the CRM interface and ASP pages, you can create new blocks for Self Service or use existing eWare blocks and restrict them to show less information. You can set screens to be read only or editable, restricting what different users can do on the page. User passwords can be allocated at Person or Company level. Refer to the Developer Guide for information on eWare blocks.

Typical functionality that you can add to the Self Service site using ASP pages includes:

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Enabling visitors to view product information via the Web site.

Enabling visitors to view their visitor profiles and edit them via the Web site.

Creating leads based on the information typed by the visitor.

Contacting visitors directly by the customer care department.

Now you can…

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Plan a Self Service Web site.

Understand basic Self Service architecture.

Create and add functionality to a Self Service Web site.

3–4 Sage CRM

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Contents Sage Accpac CRM Self Service Guide Page Contents Self Service Functionality What is CRM Self Service Chapter IntroductionChapter Summary Chapter SummaryPrerequisites for Self Service Implementations Installing Self ServiceChapter Getting Started Setting up Self Service Now you can… Chapter Self Service Web Site Planning a Self Service Web Site To begin creating a Self Service Web site Understanding Basic Self Service Architecture Accessing the SiteEWaress.js File Customizing the Self Service Web Site Without the Extensibility ModuleBlock Name Type of Block Description With the Extensibility Module Chapter Self Service Security Application Level Security„ Explain Self Service security Chapter Self Service Administration in CRM Self Service AdministrationVisitor List Self Service Configuration To view the Self Service administration area in CRMField Description Enabling a Person for Self Service Visitor MaintenanceTo enable a person for Self Service To remove anonymous visitorsSelf Service page before user is enabled Enabling a Company for Self Service Chapter Self Service Functionality To log onto the Self Service Web siteLogging On To access the Newsletter area of the site Anonymous VisitorsNewsletter 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
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