Sage Software Range 5.8 Manual do Utilizador descarregar pdf (Página 15)

Chapter 5

Self Service Administration in CRM

In this chapter you will learn about:

 The Self Service administration area in CRM.

 Enabling people for Self Service.

 Enabling companies for Self Service.

Self Service Administration

The Self Service administration area in CRM contains three tabs.

 Visitor List. This tab enables you to view a list of registered

and anonymous visitors and view and edit visitor profiles.

 Self Service Configuration. This tab is used for specifying

database connection settings.

 Visitor Maintenance. This tab lets you manage your visitor

list, ensuring that it does not get too long or unmanageable.

Visitor List

The Visitor List page lets you:

 View a list of anonymous and registered visitors to the Self Service Web site.

Visitor List page showing all visitors

 Filter the visitor list to view anonymous visitors only.

Self Service Guide 5–1

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