Sage Software 5.8 manual Chapter Summary

Page 6

What is CRM Self Service

CRM Self Service Configuration

Chapter Summary

The table below gives a summary of each chapter.

Chapter

Summary

 

 

Getting Started

An overview of prerequisites for Self

 

Service implementations, what happens

 

when Self Service is installed, and other

 

requirements for installing Self Service.

 

 

The Self Service Web

Advice on designing a Self Service Web

Site

site.

 

 

Self Service Security

An overview of Self Service security

 

mechanisms.

 

 

Self Service

Administration tasks that need to be

Administration in

carried out in CRM for Self Service

CRM

implementations.

 

 

Self Service

Examples of Self Service functionality.

Functionality

 

 

 

1–2 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 SummaryPrerequisites for Self Service Implementations Installing Self ServiceChapter Getting Started Setting up Self Service Now you can…Chapter Self Service Web Site Planning a Self Service Web SiteTo begin creating a Self Service Web site Understanding Basic Self Service Architecture Accessing the SiteEWaress.js File Customizing the Self Service Web Site Without the Extensibility ModuleBlock Name Type of Block Description With the Extensibility Module Chapter Self Service Security Application Level Security„ Explain Self Service security Chapter Self Service Administration in CRM Self Service AdministrationVisitor List 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 Chapter Self Service Functionality To log onto the Self Service Web siteLogging On To access the Newsletter area of the site Anonymous VisitorsNewsletter 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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