Sage Software 5.8 manual Setting up Self Service, Now you can…

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Setting up Self Service

for Self Service and lets you assign a Self Service logon ID and password to them.

Setting up Self Service

Once Self Service has been installed, there are a number of tasks that need to be carried out manually before CRM Self Service is fully functional. Steps include:

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Planning your Self Service Web site.

Reviewing Self Service security issues.

Configuring Self Service administration settings.

These are described in more detail in the next chapters.

Now you can…

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Explain the prerequisites for Self Service implementations.

Describe what happens when you install Self Service.

Explain the requirements for setting up Self Service.

2–2 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 SummaryChapter Getting Started Prerequisites for Self Service ImplementationsInstalling Self Service Setting up Self Service Now you can…To 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 Chapter Self Service Security Application Level Security„ Explain Self Service security Visitor List Chapter Self Service Administration in CRMSelf Service Administration 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 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 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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