Sage Software 5.8 manual Enabling a Person for Self Service, Visitor Maintenance

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Enabling a Person for Self Service

Visitor Maintenance

Suppose you want to remove all anonymous visitors who have not visited your Web site in the past six months from the Visitor List.

To remove anonymous visitors:

1.Select the Visitor Maintenance tab.

2.Type 6 in the Delete Visitors field.

Visitor Maintenance page

3.Select the Delete button.

You are asked if you are sure you want to proceed with the deletion.

Visitor Maintenance page

4.Select the Confirm Delete button.

Anonymous visitors who have not logged onto the site in the last six months are removed from the Visitor List.

Enabling a Person for Self Service

To enable a person for Self Service:

1.Find the person you wish to enable and click on the hypertext link of their name to display the Person Summary page.

2.Select the Self Service tab.

The Self Service page is displayed.

5–4 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 SiteTo 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 Administration Visitor List Self Service Configuration To view the Self Service administration area in CRMField Description To enable a person for Self Service Enabling a Person for Self ServiceVisitor Maintenance 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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