Sage Software Range 5.8 Instrukcja Użytkownika Pobierz pdf (Strona 3)

Contents

Chapter 1: Introduction

What is CRM Self Service ....................................................... 1-1

Chapter Summary ......................................................... 1-2

Chapter 2: Getting Started

Prerequisites for Self Service Implementations .................................... 2-1

Installing Self Service .......................................................... 2-1

Setting up Self Service.......................................................... 2-2

Now you can…................................................................ 2-2

Chapter 3: The Self Service Web Site

Planning a Self Service Web Site................................................. 3-1

Understanding Basic Self Service Architecture .................................... 3-2

Accessing the Site .......................................................... 3-2

The eWaress.js File ......................................................... 3-2

Customizing the Self Service Web Site ........................................... 3-3

Without the Extensibility Module............................................ 3-3

With the Extensibility Module............................................... 3-4

Now you can…................................................................ 3-4

Chapter 4: Self Service Security

Application Level Security...................................................... 4-1

Now you can…................................................................ 4-2

Chapter 5: Self Service Administration in CRM

Self Service Administration ..................................................... 5-1

Visitor List ................................................................ 5-1

Self Service Configuration .................................................. 5-2

Visitor Maintenance ........................................................ 5-4

Enabling a Person for Self Service ............................................... 5-4

Enabling a Company for Self Service............................................. 5-6

Self Service Guide i

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Sage Software Range 5.8 Instrukcja Użytkownika Strona 3