Sage Software 5.8 manual Problem details

Page 25

Registered Visitors

Problem details

4.Select the Change button.

The Problem Details input form is displayed in edit mode.

Problem Details in edit mode

5.Add more information or amend the current details, and select the Save button.

Changed Problem Details

The case details are changed on the Self Service Web site and the changes are immediately reflected in CRM.

Self Service Guide 6–5

Image 25

Contents Sage Accpac CRM Self Service Guide Page Contents Self Service Functionality Chapter Introduction What is CRM Self ServiceChapter Summary Chapter SummaryInstalling Self Service Prerequisites for Self Service ImplementationsChapter Getting Started Now you can… Setting up Self ServicePlanning 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 Application Level Security Chapter Self Service Security„ Explain Self Service security Self Service Administration Chapter Self Service Administration in CRMVisitor 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 To log onto the Self Service Web site Chapter Self Service FunctionalityLogging On Anonymous Visitors To access the Newsletter area of the site Newsletter 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