{"id":12750,"date":"2016-05-19T09:40:43","date_gmt":"2016-05-19T09:40:43","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12750"},"modified":"2016-05-19T09:40:43","modified_gmt":"2016-05-19T09:40:43","slug":"renaming-of-self-service-url","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/19\/renaming-of-self-service-url\/","title":{"rendered":"Renaming of Self Service URL"},"content":{"rendered":"<p>Sage CRM- Self Service is portal which allows your Customers, Venders and Business Partners to view there relevant information, Queries, complaints etc. by logging into the Self Service Portal.<br \/>\nWhen you are installing the Sage CRM, it allows you to install the Self-service or not. If you installed the Self service. Your Self- service gets installed with alias name as <strong>CRMSelfServiceDemo<\/strong>. Customers and Persons can access the same with following Web URL.\u00a0<span style=\"text-decoration: underline; color: #0000ff;\">http:\/\/&lt;&gt;\/CRMSelfServiceDemo<\/span><br \/>\n<span style=\"color: #993300;\"><em><strong>New Stuff: <\/strong><\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/11\/how-to-resolve-error-while-reading-webservices-description-troubleshooting-tips\/\" target=\"_blank\">How to resolve error while reading webservices description \u2013 Troubleshooting Tips<\/a><\/span><br \/>\nIn this blog, we will explain you how to rename the default alias name of the Self Service portal (i.e. CRMSelfServiceDemo).<br \/>\n1)\u00a0In IIS Manager right click on <strong>Default Web Site<\/strong> and select <strong>Add Application.<\/strong><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Add-Application.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-12751\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Add-Application.jpg\" alt=\"Add Application\" width=\"796\" height=\"359\" \/><\/a><br \/>\n2)\u00a0In <strong>Alias<\/strong> text box write the name you wish to give the Sage CRM Self Service URL.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Alias.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-12752\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Alias.jpg\" alt=\"Alias text box\" width=\"521\" height=\"386\" \/><\/a><br \/>\n3)\u00a0Click on <strong>Select<\/strong> button of Application pool, from the <strong>Application Pool<\/strong> dropdown select the required pool and click on <strong>OK<\/strong>.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Application-Pool.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-12753\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Application-Pool.jpg\" alt=\"Application Pool\" width=\"526\" height=\"385\" \/><\/a><br \/>\n4)\u00a0Set the path of the CRMSelfService folder in <strong>Physical Path<\/strong> field and click on <strong>OK<\/strong> button.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Physical-Path.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-12755\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Physical-Path.jpg\" alt=\"Physical Path\" width=\"526\" height=\"388\" \/><\/a><br \/>\n5)\u00a0Right click on the Application name you created and go to <strong>Manage Application<\/strong>-&gt; <strong>Browse.<\/strong><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Manage-Application.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-12754\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Manage-Application.jpg\" alt=\"Manage Application\" width=\"795\" height=\"539\" \/><\/a><br \/>\n6)\u00a0After clicking on Browse, Self Service portal with renamed URL will be launched.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Renamed-Self-Service-Link.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-12756\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Renamed-Self-Service-Link.jpg\" alt=\"Renamed Self Service Link\" width=\"911\" height=\"521\" \/><\/a><br \/>\nBy following the above steps we can easily rename the Self Service URL to the desired URL as per our requirement.<br \/>\n<strong>About Us<br \/>\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<br \/>\n<a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (<a href=\"http:\/\/www.greytrix.com\/Product\/81\/Sage-CRM\/GUMU---Sage-ERP-X3-Integration\" target=\"_blank\">Sage X3<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/18\/Sage-CRM\/GUMU---Sage-100-ERP-Integration\" target=\"_blank\">Sage 100<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/19\/Sage-CRM\/GUMU---Sage-500-ERP-Integration\" target=\"_blank\">Sage 500<\/a>\u00a0and\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/93\/Sage-CRM\/GUMU---Sage-300-ERP-Integration\" target=\"_blank\">Sage 300<\/a>). It also offers best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/37\/ERP-Development\/Sage-ERP-X3\" target=\"_blank\">Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0<a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a>\u00a0helps in\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/68\/Sage-CRM\/ACT-to-Sage-CRM-Migration\" target=\"_blank\">migrating to Sage CRM from ACT<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/26\/Sage-CRM\/Goldmine-to-Sage-CRM-Migration\" target=\"_blank\">Goldmine<\/a>\u00a0and other CRM\u2019s.<br \/>\nFor more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\" target=\"_blank\">sage@greytrix.com<\/a>. We will be glad to assist you.<br \/>\n<span style=\"color: #993300;\"><strong><em>Also Read:<br \/>\n<\/em><\/strong><\/span>1)\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/29\/display-sage-300-customers-orders-in-sage-crm-self-service\/\" target=\"_blank\">Display Sage 300 Customers Orders in Sage CRM Self Service<br \/>\n<\/a>2)\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/02\/23\/display-sage-300-customer-aging-report-in-sage-crm-self-service\/\" target=\"_blank\">Display Sage 300 Customer Aging Report in Sage CRM Self Service<br \/>\n<\/a>3)\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/02\/22\/display-sage-300-customer-document-history-in-sage-crm-self-service\/\" target=\"_blank\">Display Sage 300 Customer Document History in Sage CRM Self Service<br \/>\n<\/a>4)\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/24\/managing-knowledge-base-in-the-self-service-portal\/\" target=\"_blank\">Managing Knowledge Base in the Self Service Portal<br \/>\n<\/a>5)\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/23\/adding-custom-pages-to-crm-self-service-portal\/\" target=\"_blank\">Adding Custom Pages to CRM Self Service Portal<\/a><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/02\/23\/display-sage-300-customer-aging-report-in-sage-crm-self-service\/\"><br \/>\n<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM- Self Service is portal which allows your Customers, Venders and Business Partners to view there relevant information, Queries, complaints etc. by logging into the Self Service Portal. When you are installing the Sage CRM, it allows you to install the Self-service or not. If you installed the Self service. Your Self- service gets\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/19\/renaming-of-self-service-url\/\">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":[83,95,98,180,258,327,328,329,332,336,337,338,340,342,1],"tags":[],"class_list":["post-12750","post","type-post","status-publish","format-standard","hentry","category-crm72","category-custom-page-sage-crm","category-customization","category-iis","category-new-window","category-sage-300","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-crm-guide","category-sage-crm7-3","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Renaming of Self Service URL - 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\/05\/19\/renaming-of-self-service-url\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Renaming of Self Service URL - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM- Self Service is portal which allows your Customers, Venders and Business Partners to view there relevant information, Queries, complaints etc. by logging into the Self Service Portal. 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