Get up and running with your Sage CRM Self Service portal with these 5 easy steps:

1. When the Sage CRM (SageCRM) install runs you should see something similar to the image below. Check off “Sample Self Service support site”. This will put some sample program files in your Sage CRM install specifically for self-service, create an extra database for self-service visitors and create an IIS application for the self-service site (this is a separate “Website” from Sage CRM). If you need to rename the IIS application (it is by default named “CRMSelfServiceDemo”), create a new IIS application with a new name and copy the files over. Restart IIS.

Get Your Sage CRM Self-Service Portal Running

2. Create a new tab in the person entity (you can also do this for companies), call it “SelfService” then select the “sspersonedit” system action from the dropdown list.

Sage CRM Self-Service Portal

3. Activate a user for self-service by looking up the user, going to their Self Service Details tab, checking Self Service Enabled and clicking Save. This will allow access into the self-service site for this particular user. If you need to remove access, just check the checkbox and make sure you save the page.

How to Get Your Sage CRM Self-Service Portal Running

4. Navigate to http://localhost/crmselfservicedemo (or the URL to your renamed application) to view the out-of-the-box sign in page. In our particular case, we have customized our login screen with some simple color changes and our company logo. The look of Sage CRM self-service can be fully customized to your company look. The pages are ASP and use CSS and Javascript to complete the functionality.

5. Use your credentials to test the login. You can see after I’ve logged in I only see the information that is specific to me as a customer. We have customized our self-service portal to manage only cases. I put a Find An Issue screen as well as a grid on our main self-service page so  clients can filter for their own issues and keep themselves apprised of the case statuses

Sage CRM Self-Service Portal How To