Sage Software 5.8 manual Reviewing Existing Cases

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Reviewing Existing Cases

To access the Support area of the Self Service site:

1.Open the Self Service Web site and select the Support tab. The Support logon page is displayed.

Support logon page

2.Type your User Name and Password and click the Login button. A message displays to inform you that you logged on successfully.

A list of your recent customer case issues and opportunities is displayed. In this example, the customer has four cases but no opportunities. Closed cases are read-only, but you can access open cases and change certain details.

List of customer care issues and opportunities

3.Click on the case’s Created Date to edit the case.

6–4 Sage CRM