Sage Software 5.8 Self Service Configuration, To view the Self Service administration area in CRM

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Self Service Administration

Visitor List page showing anonymous visitors

„Search for individual visitors by their last name.

Visitors List page showing a search result

„View and Edit visitor details, by clicking on the Last Name or First Name hypertext links. Note that selecting the Person hypertext link brings you to the Person Summary page.

Change Visitor page

„View and edit visitor profiles. The type of information that can be viewed depends on the particular implementation.

Self Service Configuration

The fields on the Self Service Configuration tab are set by default when you install Self Service, although you may need to change them if you make changes to either the CRM or Self Service database configurations.

To view the Self Service administration area in CRM:

1.Select Administration System Self Service.

2.Select the Self Service Configuration tab.

5–2 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 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 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 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
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