Sage Software 5.8 manual Logging a New Case, Requesting Information

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Registered Visitors

Case Summary page

Logging a New Case

To log a new case while you are still logged onto the Support area:

1.Select the Report a Problem hypertext link.

The Report a Problem form is displayed. As you can see, the case is assigned a ReferenceID by default.

Problem Details input form

2.Type in the problem details, and select the Save button. The new case is logged.

Requesting Information

To request information on a specific product while still logged onto the

Support area:

1.Select the Request Information hypertext link. The Request Information input form is displayed.

6–6 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 SummaryChapter Getting Started Prerequisites for Self Service ImplementationsInstalling Self Service Setting up Self Service Now you can…To begin creating a Self Service Web site Chapter Self Service Web SitePlanning a Self Service Web Site EWaress.js File Understanding Basic Self Service ArchitectureAccessing the Site Block Name Type of Block Description Customizing the Self Service Web SiteWithout the Extensibility Module With the Extensibility Module Chapter Self Service Security Application Level Security„ Explain Self Service security Visitor List Chapter Self Service Administration in CRMSelf Service Administration 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 visitorsSelf Service page before user is enabled Enabling a Company for Self Service Logging On Chapter Self Service FunctionalityTo log onto the Self Service Web site Newsletter To access the Newsletter area of the siteAnonymous Visitors 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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