Sage Software 5.8 manual Enabling a Company for Self Service, Now you can…

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Enabling a Company for Self Service

You can also enable companies for Self Service. You do this in the same way as you enable a person, except that you do it while you are in the Company context.

Now you can…

Carry out Self Service administration tasks.

Enable people for Self Service.

Enable companies for Self Service

5–6 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 SummaryChapter Getting Started Prerequisites for Self Service ImplementationsInstalling Self Service Setting up Self Service Now you can…To 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 Chapter Self Service Security Application Level Security„ Explain Self Service security Visitor List Chapter Self Service Administration in CRMSelf Service Administration Self Service Configuration To view the Self Service administration area in CRM Field 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 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 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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