Sage Software
5.8
manual
Explain Self Service security
Install
Maintenance
Self Service Configuration
Problem details
Accessing the Site
Setting up Self Service
What is
Self Service Functionality
Finding Solutions
Page 14
Now you can…
Now you can…
Explain Self Service security.
4–2
Sage CRM
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Page 13
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Contents
Sage Accpac CRM Self Service Guide
Page
Contents
Self Service Functionality
What is CRM Self Service
Chapter Introduction
Chapter Summary
Chapter Summary
Chapter Getting Started
Prerequisites for Self Service Implementations
Installing Self Service
Setting up Self Service
Now you can…
To begin creating a Self Service Web site
Chapter Self Service Web Site
Planning a Self Service Web Site
EWaress.js File
Understanding Basic Self Service Architecture
Accessing the Site
Block Name Type of Block Description
Customizing the Self Service Web Site
Without the Extensibility Module
With the Extensibility Module
Chapter Self Service Security
Application Level Security
„ Explain Self Service security
Visitor List
Chapter Self Service Administration in CRM
Self Service Administration
Self Service Configuration
To view the Self Service administration area in CRM
Field Description
To enable a person for Self Service
Enabling a Person for Self Service
Visitor Maintenance
To remove anonymous visitors
Self Service page before user is enabled
Enabling a Company for Self Service
Logging On
Chapter Self Service Functionality
To log onto the Self Service Web site
Newsletter
To access the Newsletter area of the site
Anonymous Visitors
Registered Visitors
To access the Support area of the Self Service site
Reviewing Existing Cases
Problem details
Logging a New Case
Requesting Information
Finding Solutions
To find a solution
Solutions list
CRM Document Version Code IMP-SEL-ENG-580-1.0
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