Tag Archives: selfservice

Customer Retention: The forgotten domain? Part – II

In the last post Customer Retention: The forgotten domain? Part – I, we saw how most companies goof-up on their customer service practices. Now let’s take a look at how companies can save millions of dollars just by taking proper care of their current customers. Do Customers really like to leave their current service providers? (Source… Read More: Customer Retention: The forgotten domain? Part – II »

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… »