Sage Software 5.8 manual Contents

Contents

Chapter 1: Introduction

What is CRM Self Service	1-1
Chapter Summary	1-2

Chapter 2: Getting Started

Prerequisites for Self Service Implementations	2-1
Installing Self Service	2-1
Setting up Self Service	2-2
Now you can…	2-2

Chapter 3: The Self Service Web Site

Planning a Self Service Web Site	3-1
Understanding Basic Self Service Architecture	3-2
Accessing the Site	3-2
The eWaress.js File	3-2
Customizing the Self Service Web Site	3-3
Without the Extensibility Module	3-3
With the Extensibility Module	3-4
Now you can…	3-4

Chapter 4: Self Service Security

Application Level Security	4-1
Now you can…	4-2

Chapter 5: Self Service Administration in CRM

Self Service Administration	5-1
Visitor List	5-1
Self Service Configuration	5-2
Visitor Maintenance	5-4
Enabling a Person for Self Service	5-4
Enabling a Company for Self Service	5-6

Self Service Guide i