Sage Software 5.8 manual Chapter Getting Started, Prerequisites for Self Service Implementations

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Chapter 2

Getting Started

In this chapter you will learn about:

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„

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Prerequisites for Self Service implementations.

Installing Self Service.

Requirements for setting up Self Service.

Prerequisites for Self Service Implementations

To run CRM Self Service you will need:

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CRM installed on a server with a valid Self Service license key.

The same server software as for a typical CRM installation. Refer to the System Administrator Guide for more information.

„You may require the Extensibility Module, depending on the functionality you require on your Web site. Please refer to Chapter 3 "Customizing the Self Service Web Site" for more information.

Installing Self Service

During the CRM installation:

„If you have the Extensibility Module, you are asked if you want to install a demo Self Service Web site. Select the Sample Self Service Support site checkbox to install the site and use it as a template for the CRM Self Service Web site. For more information on the demo Self Service Web site, refer to the Chapter 2 "Designing the Self Service Web Site".

When you install CRM Self Service, the following takes place by default:

„A new database called CRMSelfService is created. It contains two important tables for storing visitor details—Visitor and Visitor Profile.

„A new option called Self Service becomes available on the CRM Administration System home page. This enables you to configure CRM for Self Service and to maintain Self Service visitor information.

„A Self Service tab becomes available when you are in the Person and Company context. This allows People and Companies in CRM to be enabled

Self Service Guide 2–1

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Contents Sage Accpac CRM Self Service Guide Page Contents Self Service Functionality Chapter Introduction What is CRM Self ServiceChapter Summary Chapter SummaryInstalling Self Service Prerequisites for Self Service ImplementationsChapter Getting Started Now you can… Setting up Self ServicePlanning 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 Application Level Security Chapter Self Service Security„ Explain Self Service security Self Service Administration Chapter Self Service Administration in CRMVisitor List To view the Self Service administration area in CRM Self Service ConfigurationField Description To remove anonymous visitors Enabling a Person for Self ServiceVisitor Maintenance To enable a person for Self ServiceSelf 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 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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5.8 specifications

Sage Software 5.8 is a robust accounting and business management solution designed to cater to the needs of small to medium-sized enterprises. This version brings forth a multitude of enhancements that streamline operations and improve overall performance in financial management.

One of the main features of Sage Software 5.8 is its enhanced user interface. The software embraces a more intuitive design that simplifies navigation, allowing users to access crucial information quickly. This improved usability is complemented by customizable dashboards that give users a snapshot of their business performance at a glance.

In terms of functionality, Sage Software 5.8 includes advanced financial management capabilities. Users can efficiently handle accounts payable and receivable, manage payroll, and conduct detailed reporting with ease. The software’s reporting tools are particularly noteworthy, offering pre-built reports and an intuitive report builder that empower users to create custom reports tailored to their specific business needs.

Furthermore, Sage 5.8 integrates seamlessly with various third-party applications, enhancing its capabilities. This integration allows for real-time data synchronization, ensuring that users have access to up-to-date information across different platforms. Such interoperability is crucial for businesses looking to create a cohesive ecosystem of applications that work together harmoniously.

Security is another critical characteristic of Sage Software 5.8. The software utilizes advanced encryption protocols to protect sensitive financial data, ensuring compliance with industry regulations. Additionally, the implementation of user roles and permissions helps businesses safeguard their information, allowing access only to authorized personnel.

Another valuable feature is the mobile accessibility that Sage Software 5.8 offers. This functionality enables users to manage their accounting tasks on-the-go, providing flexibility and convenience. The cloud-based deployment option offers further scalability and ensures that businesses can access their data from anywhere, enhancing productivity.

Sage Software 5.8 stands out in its ability to support multi-currency transactions, making it an ideal choice for businesses operating on a global scale. Users can easily manage foreign currencies, track exchange rates, and generate reports that account for currency fluctuations.

In summary, Sage Software 5.8 combines advanced financial management, improved user experience, robust security measures, and flexible accessibility to deliver a comprehensive solution for businesses. Its ability to integrate with other applications and support multi-currency operations position it as a leading choice for organizations looking to enhance their accounting processes and overall operational efficiency.
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