Tag Archives: self service

Directly Log In to Case Summary Screen for a particular case in Self Service

In CRM, URL of a Case’s Summary Screen will look something like given below. “http://localhost/crm62/eware.dll?&Act=281&Mode=1&CLk=T&Key0=8&Key1=43&Key2=57&Key8=46″>” If you will paste this URL into browser and then hit the Enter Keyword, CRM login screen appears. After entering the User Name and Password, when you click on the Log On button, it will redirect you to Case Summary… Read More: Directly Log In to Case Summary Screen for a particular… »

Enable Self Service for the Person directly from the Person Entry screen

To enable Self Service for the Person from CRM, you will need to navigate to the Self Service tab under the Person context. Then you can check the Self Service Enabled checkbox which is available on the Self Service Details screen and click on save button in order to activate the Self Service for that… Read More: Enable Self Service for the Person directly from the Person… »

Change the default page that appears after successful login to Self Service Support Site

CRM provides functionality for the Users to log into the screen of their choice. This setting can be changed from the User preference area of CRM. However, the same is still not achieved in Self Service Support Site for the Self Service users. Whenever Self Service users login to the support site they may see… Read More: Change the default page that appears after successful login to… »

IIS and Self-Service

If you are willing to create or change the exitsing Self Service Instance for SageCRM please have a look at the steps mentioned below. Steps to create a new virtual directory for self service is given below: 1. Go to Control Panel->Administrative Tools->Internet Information Services2. Right click on the Default Web Site and select New… Read More: IIS and Self-Service »