{"id":177,"date":"2009-07-30T06:07:00","date_gmt":"2009-07-30T06:07:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=177"},"modified":"2009-07-30T06:07:00","modified_gmt":"2009-07-30T06:07:00","slug":"enable-self-service-for-the-person-directly-from-the-person-entry-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/30\/enable-self-service-for-the-person-directly-from-the-person-entry-screen\/","title":{"rendered":"Enable Self Service for the Person directly from the Person Entry screen"},"content":{"rendered":"<p>To enable <strong>Self Service <\/strong>for the <strong>Person <\/strong>from <strong>CRM<\/strong>, you will need to navigate to the Self Service tab under the Person context. Then you can check the <strong>Self Service Enabled<\/strong> checkbox which is available on the Self Service Details screen and click on <strong>save <\/strong>button in order to activate the Self Service for that person as shown in the below screenshot.<\/p>\n<p><a href=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/SnE4yLviTzI\/AAAAAAAAAfY\/xzNnjw43ccs\/s1600-h\/Beatplan.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" style=\"display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 88px;\" src=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/SnE4yLviTzI\/AAAAAAAAAfY\/xzNnjw43ccs\/s400\/Beatplan.JPG\" border=\"0\" alt=\"\"id=\"BLOGGER_PHOTO_ID_5364131065971756850\" \/><\/a><\/p>\n<p>After activating the Self Service as explained above the person for whom self service is enabled can login to support site using the above given <strong>credentials<\/strong>.<\/p>\n<p>Now suppose, you want these credentials to be customized the way you want to take the default values. What you can do to incorporate this is, you can write a script on the Custom Content area of the above screen, but you might not have observed that this screen is not customizable at all unless the self service enabled checkbox is checked and values are saved at least once. Whatever script we have written on the above screen will not work if the checkbox is not checked on the on load event itself and as we are not having control over screen, we cannot use on load event. Instead, what we can do is we can give a provision for enabling Self Service for the person from Person Entry screen itself as shown in the below screenshot.<\/p>\n<p><a href=\"http:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/SnE5C2QKQZI\/AAAAAAAAAfg\/APDL8lQJg38\/s1600-h\/Beatplan.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" style=\"display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 137px;\" src=\"http:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/SnE5C2QKQZI\/AAAAAAAAAfg\/APDL8lQJg38\/s400\/Beatplan.JPG\" border=\"0\" alt=\"\"id=\"BLOGGER_PHOTO_ID_5364131352260788626\" \/><\/a><\/p>\n<p>In order to achieve the same, we can do some customization in Person area. We can add a check box called Self Service Enabled on the Person Entry Screen. If user will check this checkbox, then we will enable the Self Service for that particular person, so next time when self service tab loads the checkbox will be checked by default and the screen will be customizable according to your requirement.<\/p>\n<p><marquee width=\"80%\"><b>If you find this content useful, Please drop us an email at <a title=\"mailto:crm@greytrix.com\" href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/30\/enable-self-service-for-the-person-directly-from-the-person-entry-screen\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[2261,2264],"class_list":["post-177","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-self-service","tag-selfservice"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Enable Self Service for the Person directly from the Person Entry screen - 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\/2009\/07\/30\/enable-self-service-for-the-person-directly-from-the-person-entry-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enable Self Service for the Person directly from the Person Entry screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"To enable Self Service for the Person from CRM, you will need to navigate to the Self Service tab under the Person context. 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