Sage Software Range 5.8 Manuale Utente Scaricare il pdf (Pagina 16)

Self Service Administration

Visitor List page showing anonymous visitors

 Search for individual visitors by their last name.

Visitors List page showing a search result

 View and Edit visitor details, by clicking on the Last Name or First Name

hypertext links. Note that selecting the Person hypertext link brings you to

the Person Summary page.

Change Visitor page

 View and edit visitor profiles. The type of information that can be viewed

depends on the particular implementation.

Self Service Configuration

The fields on the Self Service Configuration tab are set by default when you

install Self Service, although you may need to change them if you make changes

to either the CRM or Self Service database configurations.

To view the Self Service administration area in CRM:

1. Select Administration | System| Self Service.

2. Select the Self Service Configuration tab.

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Sage Software Range 5.8 Manuale Utente Pagina 16