Installing Self Service

During the Sage CRM installation you need to specify if you want to install a demo Self Service web site. Select the Sample Self Service Support site check box to install the site and use it as a template for the Sage CRM Self Service Web site. For more information on the demo Self Service Web site, see Planning your Self Service web site.

When you install Sage CRM Self Service, the following takes place by default:

• A new database called CRMSelfService is created, which contains the Visitor table, an important table for storing visitor details.
• A new option called Self Service becomes available on the Administration | System home page. This enables you to configure Sage CRM for Self Service and to maintain Self Service visitor information.
• A Self Service tab becomes available when you are in the Person and Company context. This allows People and Companies in Sage CRM to be enabled for Self Service and lets you assign a Self Service logon ID and password to them.