Sage Software 5.8 manual Chapter Self Service Web Site, Planning a Self Service Web Site

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Chapter 3

The Self Service Web Site

In this chapter you will learn about:

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Planning a Self Service Web site.

Understanding basic Self Service architecture.

Creating and adding functionality to a Self Service Web site.

Planning a Self Service Web Site

To begin creating a Self Service Web site:

1.Draw up design specifications for the look and feel of the Web site, as well as for the functionality the customer requires on the site.

2.Review the corporate Web site and determine whether you can reuse any Web pages, logos, and other images. This will enable you to reflect the look and feel of the corporate Web site on your Self Service site.

The level of functionality you can include on your Self Service Web site and the extent to which you can customize depends on whether you have the Extensibility Module. The functionality available with and without the Extensibility Module is discussed in "Customizing the Self Service Web Site" in this chapter.

3.You may want to use the demo Self Service Web site as a template to create your Web site. The demo site is created if you have the Extensibility Module, and if you selected the Sample Self Service Support Site checkbox during the CRM installation.

The demo site is typically created in:

C:\Program Files\Sage\CRM\CRMSelfServiceDemo

It contains ASP pages that reference eWare blocks, image files, and includes files (including the EWARESS.JS file). These files create the basic Self Service functionality. You will need to carry out further customization according to your implementation requirements.

Self Service Guide 3–1

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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 SummaryPrerequisites for Self Service Implementations Installing Self ServiceChapter Getting Started Now you can… Setting up Self ServiceChapter 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 Application Level Security Chapter Self Service Security„ Explain Self Service security Chapter Self Service Administration in CRM Self Service AdministrationVisitor List To view the Self Service administration area in CRM Self Service ConfigurationField Description Visitor Maintenance Enabling a Person for Self ServiceTo enable a person for Self Service 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 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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