Sage Software 5.8 manual Chapter Self Service Functionality, Logging On

Page 21

Chapter 6 Self Service Functionality

In this chapter you will learn about:

The Self Service functionality available to anonymous visitors and registered visitors.

Logging On

The following examples illustrate a typical Self Service Web site, the functionality contained in it, and how visitors navigate it.

The Self Service Web site has been designed for a company called Panoply

Technologies, a Dublin-based wireless and Internet software provider.

For the main part, the examples assume that you are a visitor to Panoply’s Self

Service Web site.

To log onto the Self Service Web site:

1.Type the Self Service address in your Web browser. A typical Self Service URL will look something like this, depending on where the Web site is installed:

http://localhost/CRMselfservicedemo/about.asp

The Self Service home page is displayed.

Self Service Home Page

Self Service Guide 6–1

Image 21

Contents Sage Accpac CRM Self Service Guide Page Contents Self Service Functionality Chapter Introduction What is CRM Self ServiceChapter Summary Chapter SummaryPrerequisites for Self Service Implementations Installing Self ServiceChapter Getting Started Now you can… Setting up Self ServiceChapter 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 Application Level Security Chapter Self Service Security„ Explain Self Service security Chapter Self Service Administration in CRM Self Service AdministrationVisitor List To view the Self Service administration area in CRM Self Service ConfigurationField Description Visitor Maintenance Enabling a Person for Self ServiceTo 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 Reviewing Existing Cases To access the Support area of the Self Service siteProblem details Requesting Information Logging a New CaseTo find a solution Finding SolutionsSolutions list CRM Document Version Code IMP-SEL-ENG-580-1.0

Related manuals

Manual 46 pages 15.76 Kb

5.8 specifications

Sage Software 5.8 is a robust accounting and business management solution designed to cater to the needs of small to medium-sized enterprises. This version brings forth a multitude of enhancements that streamline operations and improve overall performance in financial management.

One of the main features of Sage Software 5.8 is its enhanced user interface. The software embraces a more intuitive design that simplifies navigation, allowing users to access crucial information quickly. This improved usability is complemented by customizable dashboards that give users a snapshot of their business performance at a glance.

In terms of functionality, Sage Software 5.8 includes advanced financial management capabilities. Users can efficiently handle accounts payable and receivable, manage payroll, and conduct detailed reporting with ease. The software’s reporting tools are particularly noteworthy, offering pre-built reports and an intuitive report builder that empower users to create custom reports tailored to their specific business needs.

Furthermore, Sage 5.8 integrates seamlessly with various third-party applications, enhancing its capabilities. This integration allows for real-time data synchronization, ensuring that users have access to up-to-date information across different platforms. Such interoperability is crucial for businesses looking to create a cohesive ecosystem of applications that work together harmoniously.

Security is another critical characteristic of Sage Software 5.8. The software utilizes advanced encryption protocols to protect sensitive financial data, ensuring compliance with industry regulations. Additionally, the implementation of user roles and permissions helps businesses safeguard their information, allowing access only to authorized personnel.

Another valuable feature is the mobile accessibility that Sage Software 5.8 offers. This functionality enables users to manage their accounting tasks on-the-go, providing flexibility and convenience. The cloud-based deployment option offers further scalability and ensures that businesses can access their data from anywhere, enhancing productivity.

Sage Software 5.8 stands out in its ability to support multi-currency transactions, making it an ideal choice for businesses operating on a global scale. Users can easily manage foreign currencies, track exchange rates, and generate reports that account for currency fluctuations.

In summary, Sage Software 5.8 combines advanced financial management, improved user experience, robust security measures, and flexible accessibility to deliver a comprehensive solution for businesses. Its ability to integrate with other applications and support multi-currency operations position it as a leading choice for organizations looking to enhance their accounting processes and overall operational efficiency.