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5.8 manual Now you can…, „Explain Self Service security, 4-2Sage CRM
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Maintenance
What is
Installing Self Service
Finding Solutions
Accessing the Site
Page 14
Image 14
Now you can…
Now you can…
Explain Self Service security.
4–2
Sage CRM
Page 13
Page 15
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Image 14
Page 13
Page 15
Contents
Sage Accpac CRM Self Service Guide
Copyright 2005 Sage Technologies Limited, publisher of this work. All rights reserved
Chapter 4 Self Service Security
Contents
Chapter 3 The Self Service Web Site
Chapter 5 Self Service Administration in CRM
Newsletter
Chapter 6 Self Service Functionality
ii Sage CRM
What is CRM Self Service
Chapter Introduction
Summary
Chapter Summary
Chapter
Chapter Getting Started
Prerequisites for Self Service Implementations
Installing Self Service
Setting up Self Service
Now you can…
Chapter The Self Service Web Site
Planning a Self Service Web Site
The eWaress.js File
Understanding Basic Self Service Architecture
Accessing the Site
Customizing the Self Service Web Site
Without the Extensibility Module
With the Extensibility Module
Now you can…
Chapter Self Service Security
Application Level Security
Now you can…
„Explain Self Service security
Now you can…
4-2Sage CRM
Visitor List
Chapter Self Service Administration in CRM
Self Service Administration
Self Service Configuration
Field
Description
Enabling a Person for Self Service
Visitor Maintenance
3.Select the Self Service Enabled checkbox
Now you can…
Enabling a Company for Self Service
Enabling a Company for Self Service
5-6Sage CRM
Chapter Self Service Functionality
Logging On
Anonymous Visitors
Newsletter
Registered Visitors
Reviewing Existing Cases
4.Select the Change button
Logging a New Case
Requesting Information
Finding Solutions
To find a solution
Now you can…
Solutions list
Solution details
Now you can…
CRM Document Version Code
IMP-SEL-ENG-580-1.0
