CRMSelfService object

The CRMSelfService object provides access to the CRM database and to many CRM object methods, from outside the CRM application. Use it in a web application to allow visitors to your website access, and interact with, aspects of your CRM system.

For example, visitors to your website could log cases or directly update their contact information. These visitors don't have to be CRM users, but could be People in your CRM database.

CRMSelfService object enables authenticated and anonymous visitors to access varying levels of CRM data in View Only mode.

You can install a sample Self Service application as part of the CRM setup if your CRM license key includes Self Service. For more information about this application, see the Self Service section in the Sage CRM Administrator Help and User Help.

Although Self Service is a COM-based API, it's separate to the main ASP API for building Application Extensions, and uses blocks in a different way. The Self Service environment doesn't have a logon that generates a CRM Session ID (SID) or context. So you can't use API objects or methods that rely on a SID to build URLs. For example, CRM.Button(), CRM.GetTabs(), and CRM.URL().

The following syntax will result in an error:

CRM.AddContent(myBlock.Execute(Arg));
Response.Write(CRM.GetPage());
Response.Write(myBlock.Execute(Arg));

• CRMSelfService methods
• CRMSelfService properties