Sage Software 5.8 Reviewing Existing Cases, To access the Support area of the Self Service site

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Registered Visitors

View product information.

View and change some of their profile details.

Reviewing Existing Cases

To access the Support area of the Self Service site:

1.Open the Self Service Web site and select the Support tab. The Support logon page is displayed.

Support logon page

2.Type your User Name and Password and click the Login button. A message displays to inform you that you logged on successfully.

A list of your recent customer case issues and opportunities is displayed. In this example, the customer has four cases but no opportunities. Closed cases are read-only, but you can access open cases and change certain details.

List of customer care issues and opportunities

3.Click on the case’s Created Date to edit the case.

6–4 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 AdministrationVisitor List Self Service Configuration To view the Self Service administration area in CRMField 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 Chapter Self Service Functionality To log onto the Self Service Web site Logging 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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