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Bedienungsanleitung Sage Software 5.8

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Summary
  • Sage Software 5.8 - page 1

    Sage Accpac CRM 5.8 Self Service Guide ...

  • Sage Software 5.8 - page 2

    © Copyright 2005 Sage Technologies Limited, pu blisher of this work. All rights reserved. No part of this documentation may be copied, ph otocopied, reproduced, translated, microfilmed, or otherwise duplicated on any me dium without prior written consent of Sage Technologies Limited. Use of the software programs described herein and this documenta ...

  • Sage Software 5.8 - page 3

    Contents Chapter 1: Introduction What is CRM Se lf Service ....................................................... 1-1 Chapter Sum mary ......................................................... 1-2 Chapter 2: Getting Started Prerequisites for Self Service Implementations .................................... 2-1 Installing Self Service ............. ...

  • Sage Software 5.8 - page 4

    Now you can… ................................................................ 5-6 Chapter 6: Self Service Functionality Logging On .................................................................... 6-1 Anonymous Visitors ............................................................ 6-2 Newsletter ................................................. ...

  • Sage Software 5.8 - page 5

    Chapter 1 Introduction This guide is for Sage C RM Implementers. Please note that while the document refe rs to Sage CRM, CRM, or t he CRM system throughout, all functionalit y covered is al so relevant to Sa ge CRM MME, Sage Accpac CRM, and So ftline Accpac CRM. We assume t hat you have:  Experience in carrying out CRM implementations.  Prof ...

  • Sage Software 5.8 - page 6

    What is CRM Self Service CRM Self Service Configuration Chapter Summary The table below gives a summary o f each chapter. Chapter Summary Getting Started An overview of prerequisit es for Self Service implementations, what happens when Self Service is installed, and other requirements for inst alling Self Service. The Self Service Web Site Advice o ...

  • Sage Software 5.8 - page 7

    Chapter 2 Getting Started In this chapter you wi ll learn about:  Prerequisites for Self Service implementations.  Installing Self Service.  Requirements for setting up Self Service. Prerequisites for Self Service Implementations To run CRM Self Service you will need:  CRM installe d on a server with a v alid Self Service license k ey. ...

  • Sage Software 5.8 - page 8

    Setting up Self Service for Self Service and lets you ass ign a Self Service logo n ID and password to them. Setting up Self Service Once Self Service h as been installe d, ther e are a number of tasks that need to be carried out m anually before CRM Self Service is fully funct ional. Steps inc lude:  Planning your Self Service Web site.  Rev ...

  • Sage Software 5.8 - page 9

    Chapter 3 The Self Service Web Site In this chapter you wi ll learn about:  Planning a Self Service Web site.  Understanding basic Self Service archit ecture.  Creating and adding functional ity to a Self Service Web sit e. Planning a Self Service Web Site To begin creating a Self Service Web site: 1. Draw up design spec ifications for t h ...

  • Sage Software 5.8 - page 10

    Understandi ng Basic Self Serv i ce Architecture Understanding Basic Self Service Architecture Before you proceed to customize the Self Service Web site, you need to have an understanding of basic Self Serv ice architecture. Accessing the Site Self Service functionalit y enables u sers to access the Self Service W eb site in Registered Mode or Anon ...

  • Sage Software 5.8 - page 11

    Custo mizing t he Self Se rvic e Web S ite It is important to note that the EWARESS.JS file (rather than the ACCPACCRM.JS file) is referenced in a ll Self Service ASP pages. Fo r more information on t he ACCPACCRM.JS and EWA RESS.JS fi les, please refer to t he Developer Guide . Customizing the Self Service Web Site The functionality available in t ...

  • Sage Software 5.8 - page 12

    Now you can… With the Extensibility Module With the Extensibi lity Module, yo u can us e the complete set of eWare blocks to add extra functionality to your Self Service site. You reference the blocks in ASP pages in the same way as you do within standard CRM. One difference, however, is that you reference the EWARESS.JS file (rather t han the AC ...

  • Sage Software 5.8 - page 13

    Chapter 4 Self Service Security In this chapter you wi ll learn about:  Self Service security. Application Level Security CRM offers a number of security and access opt ions at th e application lev el.  Server Level Security. C RM supports all industry server security stand ards, and there are a n umber of m ethods availabl e to secure the Se ...

  • Sage Software 5.8 - page 14

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

  • Sage Software 5.8 - page 15

    Chapter 5 Self Service Administration in CRM In this chapter you wi ll learn about:  The Self Service adm inistration area in CRM.  Enabling people for Self Service.  Enabling companie s for Self Serv ice. Self Service Administration The Self Service adm inistration area in CRM contain s three tabs.  Visitor List. This tab enable s you ...

  • Sage Software 5.8 - page 16

    Self Service Administration Visitor List page show ing anonymous visitors  Search for individual v isitors by their last name. Visitors List page showing a search result  View and Edit visitor details, by clicking on the L ast Name or First N ame hypertext links. Note t hat selecting t he Person hypertext link brings you to the Person Summary ...

  • Sage Software 5.8 - page 17

    Self Service Administration The Self Servi ce Configuration page is displayed. Self Service Configuration page 3. Select the Change button. 4. Enter the changes and select the Save button. The table below explains the standa rd fields on the Se lf Service Configuratio n page. Field Description Database Driver The type of driver on which the Se lf S ...

  • Sage Software 5.8 - page 18

    Enabling a Person for Self Servi c e Visitor Maintenance Suppose you want to remove all anonymou s visitors who have not visited your Web site in the past six months from the Visitor List. To remove anonymous visitors: 1. Select the Visitor Maintenance ta b. 2. Type 6 in the Delete Visitors f ield. Visitor Maintenance page 3. Select the Delete butt ...

  • Sage Software 5.8 - page 19

    Enabling a Person for Self Servi c e Self Service p a ge before user i s enabled 3. Select the Se lf Service Enab led checkbox. You can change the person’s login ID and password by typing the new values in the Logon ID an d Password fields. 4. Select the Save button. The person is enabled for Self Service. 5. The next time you se lect the Self Se ...

  • Sage Software 5.8 - page 20

    Enabling a Company for Self Service Enabling a Company for Self Service You can also enable companies for Self S e rvice. You do this in the same way as you enable a person, exc ept that you do it while yo u are in the Company context. Now you can…  Carry out Self Service adm inistration tasks.  Enable people for Se lf Service.  Enable c ...

  • Sage Software 5.8 - page 21

    Chapter 6 Self Service Functionality In this chapter you wi ll learn about:  The Self Service functionality a vailable to anonymous vi sitors and regis tered visitors. Logging On The following examples illustrate a typ ica l Self Service Web site, the functionality contained in it, and how visitors navigate it. The Self Service Web site has been ...

  • Sage Software 5.8 - page 22

    Anonymous Visitors Anonymous Visitors Anonymous visitors are visitors who are not register ed as CRM Self Serv ice users and who, therefore, do not have a logon ID or password to acc ess certain areas of the Self Service site. The fo llowing example illustrates what functio nality can be designed specifically for anonymous users. Not e: This functi ...

  • Sage Software 5.8 - page 23

    Registered Vi sitors Newsletter input form 3. Select the Save button. When you do this, the info rmation typed by the visitor is registere d as a lead in CRM. From here, the lead can be assigned to a CRM user, the visitor can be converted to a Person in CRM and the lead can be eventually converted into an opportunity. Lead Summary page Registered V ...

  • Sage Software 5.8 - page 24

    Registered Vi sitors  View product info rmation.  View and cha nge some of their pro file details. Reviewing Existing Cases To access the Support area of the Self Ser vice site: 1. Open the Self Service W eb site and select the Support tab. The Support logon page is displayed. Support logon page 2. Type your User Name and Password and click t ...

  • Sage Software 5.8 - page 25

    Registered Vi sitors Problem details 4. Select the Change button. The Problem Details input form is displayed in edit mode. Problem Details in edit mode 5. Add more information or amend the current details, and select the Save button. Changed Problem Details The case details are change d on the Self Service Web site an d the changes are immediately ...

  • Sage Software 5.8 - page 26

    Registered Vi sitors Case Summary page Logging a New Case To log a new case while you are still logged onto the Support area: 1. Select the Re port a Problem hypertext l ink. The Report a Problem form is displayed. As yo u can see, the case is assigned a ReferenceID by default. Problem Details input form 2. Type in the problem det ails, and select ...

  • Sage Software 5.8 - page 27

    Registered Vi sitors 2. Complete the Description, Details, an d Customer Ref fields, and select a product from the Product list. Request Information input form 3. Select the Save button. The request for in formation is subm itted to CRM, w hich results in a n ew Opportunity being created. The opportunity can then be assigned to a C RM user and the ...

  • Sage Software 5.8 - page 28

    Now you can…. Solutions list 3. Click on the solut ion hypertext link to v i ew the details. Note that you can use the Continue button to return to the Search page. Solu tion d etai ls Now you can….  Describe the Self Service functionality available to anonymous visitors and registered visitors. 6–8 Sage CRM ...

  • Sage Software 5.8 - page 29

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

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Die Dokumentengruppe, die als Bedienungsanleitungen bezeichnet wird, wird ebenfalls in detaillierte Arten geteilt, solche wie: Montageanleitungen Sage Software 5.8, Wartungsanleitungen, Kurzanleitungen oder Benutzeranleitungen Sage Software 5.8. Abhängig vom Bedarf, sollten Sie das Dokument finden, das Sie brauchen. In unserem Service können Sie sich die populärste Bedienungsanleitung des Produkts Sage Software 5.8 ansehen.

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Die Bedienungsanleitung, auch bezeichnet als Benutzerhandbuch, oder einfach nur „Anleitung”, ist ein technisches Dokument, das dem Benutzer bei der Nutzung von Sage Software 5.8 hilfreich sein soll. Die Bedienungsanleitungen werden in der Regel von technischen Schriftstellern geschrieben, aber in einer Sprache, die für alle Nutzer von Sage Software 5.8 verständlich ist.

Eine gänzliche Bedienungsanleitung von Sage Software sollte einige Grundelemente enthalten. Ein Teil von ihnen ist nicht so wichtig, wie z.B.: die Titelseite oder Autorenseiten. Die restlichen von ihnen jedoch, sollten Informationen liefern, die für den Nutzer von enormer Wichtigkeit sind.

1. Einführung und Hinweise, wie man sich in einer Bedienungsanleitung von Sage Software 5.8 bewegt - Am Anfang jeder Bedienungsanleitung sollten wir Hinweise bezüglich der Nutzungsart eines bestimmten Ratgebers finden. In ihr sollten sich Informationen über die Lokalisierung des Inhaltsverzeichnisses von Sage Software 5.8 befinden, FAQ oder über oft auftretende Probleme – also Stellen, die von den Benutzern in jeder Bedienungsanleitung am meisten gesucht werden
2. Inhaltsverzeichnis - Index aller Ratschläge bezüglich Sage Software 5.8, die wir im aktuellen Dokument finden
3. Ratschläge zur Nutzung der Grundfunktionen des Geräts Sage Software 5.8 - die uns die ersten Schritte während der Nutzung von Sage Software 5.8 erleichtern sollten
4. Troubleshooting - geordneter Tätigkeitslauf, der uns bei der Diagnose und als nächstes bei der Lösung wichtiger Probleme mit Sage Software 5.8 hilft
5. FAQ - häufig gestellte Fragen
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