Sage Software 5.8 manual CRM Document Version Code IMP-SEL-ENG-580-1.0

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CRM Document Version Code:

IMP-SEL-ENG-580-1.0

Page 28 Page 29
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Page 28 Page 29
Contents Sage Accpac CRM Self Service Guide Page Contents Self Service Functionality Chapter Introduction What is CRM Self ServiceChapter Summary Chapter SummaryChapter Getting Started Prerequisites for Self Service ImplementationsInstalling Self Service Now you can… Setting up Self ServiceTo 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 Application Level Security Chapter Self Service Security„ Explain Self Service security Visitor List Chapter Self Service Administration in CRMSelf Service Administration 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 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 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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