Sage Software 5.8 manual Self Service Functionality

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Now you can…

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Chapter 6: Self Service Functionality

Logging On	6-1
Anonymous Visitors	6-2
Newsletter	6-2
Registered Visitors	6-3
Reviewing Existing Cases	6-4
Logging a New Case	6-6
Requesting Information	6-6
Finding Solutions	6-7

Now you can…. ................................................................ 6-8

ii 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 SummaryInstalling Self Service Prerequisites for Self Service ImplementationsChapter Getting Started Setting up Self Service Now you can…Planning 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 Chapter Self Service Security Application Level Security„ Explain Self Service security Self Service Administration Chapter Self Service Administration in CRMVisitor 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 To log onto the Self Service Web site Chapter Self Service FunctionalityLogging On Anonymous Visitors To access the Newsletter area of the siteNewsletter 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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