Planning your Self Service web site

  1. Draw up design specifications for the look and feel of the web site, as well as for the functionality the customer requires on the site.
  2. Review the corporate Web site and determine whether you can reuse any web pages, logos, and other images. This will enable you to reflect the look and feel of the corporate web site on your Self Service site.
    The level of functionality you can include on your Self Service web site and the extent to which you can customize depends on whether you have the Extensibility Module. The functionality available with and without the Extensibility Module is discussed in Customizing Self Service web site.
  3. You may want to use the demo Self Service web site as a template to create your web site. You selected the Sample Self Service Support Site check box during the Sage CRM installation.

The demo site is typically created in: %ProgramFiles(x86)%\Sage\CRM\CRMSelfServiceDemo

It is also available on the IIS Web server under Default Web Site.

We advise that a production system runs the Self Service web application under a secured web site (not the Default Web Site).

It contains ASP pages that reference Sage CRM blocks, image files, and include files (including the eWaress.js file). These files create the basic Self Service functionality. You will need to carry out further customization according to your implementation requirements.

Before setting up a Self Service Web site, why not take a look at the Web to Lead feature in Sage CRM. The Web to Lead feature allows you to include HTML on a customer web site that will allow users of the customer Web site to create leads on the Sage CRM server. For more information on the Web to Lead feature, see the System Administrator Help.