{"id":12020,"date":"2016-02-22T11:50:22","date_gmt":"2016-02-22T11:50:22","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12020"},"modified":"2016-02-22T11:50:22","modified_gmt":"2016-02-22T11:50:22","slug":"display-sage-300-customer-document-history-in-sage-crm-self-service","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/02\/22\/display-sage-300-customer-document-history-in-sage-crm-self-service\/","title":{"rendered":"Display Sage 300 Customer Document History in Sage CRM Self Service"},"content":{"rendered":"

Sage CRM Self-service access can be given to Customer to view data related to him. Self-service by default shows Customer Cases, Opportunity etc. Recently one of our Implementation team member asked us our development team if they can display Document History of Customer in Self-service and answer is yes, it can be displayed.
\nNew Stuff<\/em><\/strong>:\u00a0<\/span>Apply Styles to Sage CRM Fields<\/a>
\nIn Sage CRM, Customer can view Document History under Customer Statistics tab. Refer below screenshot.
\n\"DH1\"
\n<\/a>It looks like highlighted information is visible in Sage CRM but actually it is stored within Sage 300 database. Refer below screenshot.
\n\"DH2\"
\n<\/a>By modifying existing pages as well as with addition of new pages, we have displayed Customer Document History in Self-service. Refer below screenshot.
\n\"DH3\"<\/a>
\nSimilar we can even display other information from Sage 300.
\nFor any assistance, feel free to write to crm@greytrix.com<\/a><\/u>. We will be glad to assist you.
\nAlso Read:<\/em><\/strong><\/span>
\n1) Self Service List Design<\/a>
\n<\/u>2) Communication Attachments in Self Service<\/a>
\n3) Threaded Communication View in CRM Self Service<\/a>
\n<\/u>4) Handle Communications and Notes for a Case in CRM Self Service<\/a>
\n<\/u>5) Download Documents from Self-service site<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM Self-service access can be given to Customer to view data related to him. Self-service by default shows Customer Cases, Opportunity etc. Recently one of our Implementation team member asked us our development team if they can display Document History of Customer in Self-service and answer is yes, it can be displayed. New Stuff:\u00a0Apply\u2026 Read More »<\/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":[83,122,328,329,332,336,337,338,342],"tags":[882,993,1351,2010,2030,2031,2033,2035,2261,2353],"class_list":["post-12020","post","type-post","status-publish","format-standard","hentry","category-crm72","category-document-sage-crm","category-sage-300-erp","category-sage-300-erp-2012","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm7-3","tag-customer","tag-document","tag-history","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-7-3","tag-self-service","tag-statistics"],"yoast_head":"\nDisplay Sage 300 Customer Document History in Sage CRM Self Service - Sage CRM \u2013 Tips, Tricks and Components<\/title>\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\/2016\/02\/22\/display-sage-300-customer-document-history-in-sage-crm-self-service\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Display Sage 300 Customer Document History in Sage CRM Self Service - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM Self-service access can be given to Customer to view data related to him. 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