Sage Software Range 5.8 Manual do Utilizador

Sage Accpac CRM 5.8Self Service Guide

Understanding Basic Self Service Architecture Understanding Basic Self Service Architecture Before you proceed to customize the Self Service Web site,

Customizing the Self Service Web Site It is important to note that the EWARESS.JS file (rather than the ACCPACCRM.JS file) is referenced in all Self S

Now you can… With the Extensibility Module With the Extensibility Module, you can use the complete set of eWare blocks to add extra functionality to y

Chapter 4 Self Service Security In this chapter you will learn about:  Self Service security. Application Level Security CRM offers a number of se

Now you can… Now you can…  Explain Self Service security. 4–2 Sage CRM

Chapter 5 Self Service Administration in CRM In this chapter you will learn about:  The Self Service administration area in CRM.  Enabling peopl

Self Service Administration Visitor List page showing anonymous visitors  Search for individual visitors by their last name. Visitors List page sh

Self Service Administration The Self Service Configuration page is displayed. Self Service Configuration page 3. Select the Change button. 4. Enter

Enabling a Person for Self Service Visitor Maintenance Suppose you want to remove all anonymous visitors who have not visited your Web site in the pas

Enabling a Person for Self Service Self Service page before user is enabled 3. Select the Self Service Enabled checkbox. You can change the person’s

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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

Chapter 6 Self Service Functionality In this chapter you will learn about:  The Self Service functionality available to anonymous visitors and reg

Anonymous Visitors Anonymous Visitors Anonymous visitors are visitors who are not registered as CRM Self Service users and who, therefore, do not have

Registered Visitors Newsletter input form 3. Select the Save button. When you do this, the information typed by the visitor is registered as a lead

Registered Visitors  View product information.  View and change some of their profile details. Reviewing Existing Cases To access the Support area

Registered Visitors Problem details 4. Select the Change button. The Problem Details input form is displayed in edit mode. Problem Details in edit

Registered Visitors Case Summary page Logging a New Case To log a new case while you are still logged onto the Support area: 1. Select the Report a

Registered Visitors 2. Complete the Description, Details, and Customer Ref fields, and select a product from the Product list. Request Information i

Now you can…. Solutions list 3. Click on the solution hypertext link to view the details. Note that you can use the Continue button to return to the

CRM Document Version Code: IMP-SEL-ENG-580-1.0

Contents Chapter 1: Introduction What is CRM Self Service ... 1-1 Chapter Summary ...

Now you can… ... 5-6 Chapter 6: Self Service Functionality Logging On...

Chapter 1 Introduction This guide is for Sage CRM Implementers. Please note that while the document refers to Sage CRM, CRM, or the CRM system thro

What is CRM Self Service CRM Self Service Configuration Chapter Summary The table below gives a summary of each chapter. Chapter Summary Getting Star

Chapter 2 Getting Started In this chapter you will learn about:  Prerequisites for Self Service implementations.  Installing Self Service.  Re

Setting up Self Service for Self Service and lets you assign a Self Service logon ID and password to them. Setting up Self Service Once Self Service

Chapter 3 The Self Service Web Site In this chapter you will learn about:  Planning a Self Service Web site.  Understanding basic Self Service a