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