Sage Software 5.8 manual Chapter Self Service Functionality, Logging On

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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

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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 Service To 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
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