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Sage Software 5.8 manual Enabling a Company for Self Service, Now you can…, 5-6Sage CRM, „ „ „

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Enabling a Company for Self Service

Enabling a Company for Self Service

Enabling a Company for Self Service

You can also enable companies for Self Service. You do this in the same way as you enable a person, except that you do it while you are in the Company context.

Now you can…

Carry out Self Service administration tasks.

Enable people for Self Service.

Enable companies for Self Service

5–6 Sage CRM

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Sage Software 5.8 manual Enabling a Company for Self Service, Now you can…, 5-6Sage CRM, „ „ „

Contents

Sage Accpac CRM Self Service Guide Copyright 2005 Sage Technologies Limited, publisher of this work. All rights reserved Contents Chapter 3 The Self Service Web SiteChapter 4 Self Service Security Chapter 5 Self Service Administration in CRMNewsletter Chapter 6 Self Service Functionalityii Sage CRM What is CRM Self Service Chapter IntroductionSummary Chapter SummaryChapter Chapter Getting Started Prerequisites for Self Service ImplementationsInstalling Self Service Setting up Self Service Now you can…Chapter The Self Service Web Site Planning a Self Service Web SiteThe eWaress.js File Understanding Basic Self Service ArchitectureAccessing the Site Customizing the Self Service Web Site Without the Extensibility ModuleWith the Extensibility Module Now you can…Chapter Self Service Security Application Level Security„Explain Self Service security Now you can…Now you can… 4-2Sage CRMVisitor List Chapter Self Service Administration in CRMSelf Service Administration Self Service Configuration Field DescriptionEnabling a Person for Self Service Visitor Maintenance3.Select the Self Service Enabled checkbox Enabling a Company for Self Service Enabling a Company for Self ServiceNow you can… 5-6Sage CRMChapter Self Service Functionality Logging OnAnonymous Visitors NewsletterRegistered Visitors Reviewing Existing Cases 4.Select the Change button Logging a New Case Requesting InformationFinding Solutions To find a solutionSolutions list Solution detailsNow you can… Now you can…CRM Document Version Code IMP-SEL-ENG-580-1.0