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
