Sage Software 5.8 manual Anonymous Visitors, To access the Newsletter area of the site

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Anonymous Visitors

Anonymous Visitors

Anonymous visitors are visitors who are not registered as CRM Self Service users and who, therefore, do not have a logon ID or password to access certain areas of the Self Service site. The following example illustrates what functionality can be designed specifically for anonymous users. Note: This functionality is not currently implemented in the demo.

Anonymous users can be given access to certain areas of the Web site. They navigate to these areas simply by clicking on the relevant links. Anonymous users can access the following areas of the Panoply Web site:

About Us—an information page.

Services—an information page.

Support—anonymous users can only get as far as the support logon pages, but since they are not registered users, they cannot enter the support area.

Contact Us—an information page.

Careers—an information page.

Home—the home page.

Newsletter—a page with specific Self Service functionality.

Newsletter

The Newsletter area of the Panoply Self Service site can be designed especially for anonymous users.

To access the Newsletter area of the site:

1.Select the Newsletter tab.

The Newsletter input form is displayed.

Newsletter input form

2.Complete the fields on the input form.

6–2 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 To enable a person for Self Service Enabling a Person for Self ServiceVisitor Maintenance To remove anonymous visitors Self 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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