Self Service Administration
Visitor List page showing anonymous visitors
Search for individual visitors by their last name.
Visitors List page showing a search result
View and Edit visitor details, by clicking on the Last Name or First Name
hypertext links. Note that selecting the Person hypertext link brings you to
the Person Summary page.
Change Visitor page
View and edit visitor profiles. The type of information that can be viewed
depends on the particular implementation.
Self Service Configuration
The fields on the Self Service Configuration tab are set by default when you
install Self Service, although you may need to change them if you make changes
to either the CRM or Self Service database configurations.
To view the Self Service administration area in CRM:
1. Select Administration | System| Self Service.
2. Select the Self Service Configuration tab.
5–2 Sage CRM
