{"id":10073,"date":"2015-04-24T06:48:23","date_gmt":"2015-04-24T06:48:23","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10073"},"modified":"2025-01-28T04:18:16","modified_gmt":"2025-01-28T04:18:16","slug":"managing-knowledge-base-in-the-self-service-portal","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/24\/managing-knowledge-base-in-the-self-service-portal\/","title":{"rendered":"Managing Knowledge Base in the Self Service Portal"},"content":{"rendered":"<p>The knowledge base is the crux of CRM Self Service Portal. It is designed in such a way so as to save time of both the End-Users as well as our Clients. An alert and proactive Admin is the key to a well maintained and effective Knowledge Base. It should be the Admin\u2019s prerogative to keep updating the Knowledge Base from time-to-time as and when new cases get raised and resolved. It should be the Admin\u2019s responsibility to make sure that the resolved cases get documented and updated to the knowledge Base.<br \/>\n<span style=\"color: #993300;\"><strong>For a trial run of CRM Self Service Portal integrated with Sage CRM, contact us at\u00a0<\/strong><\/span><span style=\"color: #000080;\"><span style=\"color: #000080;\">admin@crmselfservice.com<\/span><\/span><br \/>\nWhen an End-User visits the Portal for resolution of his queries, Knowledge Base is the first place he will visit to check if his query has already been resolved. With the help of sophisticated search options and \u2018Case suggestions\u2019 feature, we make sure that the user finds it easy to search the Knowledge Base. But as far as maintaining the Knowledge Base is concerned, it is entirely up to the Admin to accomplish it.<\/p>\n<p style=\"text-align: center;\"><strong style=\"color: #000000;\"><span style=\"color: #000080;\"><span style=\"color: #000080;\">Website<\/span>\u00a0|\u00a0<span style=\"color: #000080;\">Follow us<\/span>\u00a0|\u00a0<span style=\"color: #000080;\">Video<\/span><\/span><\/strong><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/04\/Blog-Post-13.jpg\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-10074\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/04\/Blog-Post-13.jpg\" alt=\"Blog Post 1\" width=\"748\" height=\"391\" \/><\/a><\/p>\n<p style=\"text-align: center;\">\u00a0<strong style=\"color: #000000;\"><span style=\"color: #000080;\"><span style=\"color: #000080;\">About CRM Self Service Portal<\/span><\/span><\/strong><\/p>\n<p>We also allow you to attach files to a Knowledge Base article which can be downloaded by the End-Users (refer <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/22\/file-downloads-in-self-service-portal\/\" target=\"_blank\" rel=\"noopener\">this blog post<\/a> for more information).<br \/>\nAll you need to do is select the category under which you want to write the Knowledge Base Article -&gt; Write the title of the article -&gt; and then go on to write the Article.<br \/>\n<em><strong>Note: It is recommended that you document the solved cases in the Knowledge Base.<\/strong><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The knowledge base is the crux of CRM Self Service Portal. It is designed in such a way so as to save time of both the End-Users as well as our Clients. An alert and proactive Admin is the key to a well maintained and effective Knowledge Base. It should be the Admin\u2019s prerogative to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/24\/managing-knowledge-base-in-the-self-service-portal\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[650,817,819,888,2077,2440],"class_list":["post-10073","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-case-management","tag-crm-self-service","tag-crm-self-service-portal","tag-customer-portal","tag-sage-crm-integration","tag-ticket-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Managing Knowledge Base in the Self Service Portal<\/title>\n<meta name=\"description\" content=\"The knowledge base is the crux of CRM Self Service Portal. It is designed in such a way so as to save time of both the End-Users as well as our Clients.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/24\/managing-knowledge-base-in-the-self-service-portal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing Knowledge Base in the Self Service Portal\" \/>\n<meta property=\"og:description\" content=\"The knowledge base is the crux of CRM Self Service Portal. 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