Sage CRM self service interface enables you to allow your customers, partners, and suppliers to access a subset of your Sage CRM data and functionality over the web whenever they want or need it. It is able to be fully integrated with your own website to ensure your customers benefit from an entirely seamless experience.
The Self Service interface uses a version of the classic ASP API. These are the Sage CRM COM objects that provide not only access to a database Create, Read, Update and Delete (CRUD) tasks but also HTML generation capabilities. That means that it can quickly create web pages and is not just a way of interacting with the application data.
The Self Service interface makes direct use of the Sage CRM metadata and the objects of the COM API. This means that if a change is made to metadata then this is reflected immediately with the ASP pages of the Self Service application just like it would be in the main interface.
If the Sage CRM server is down then the Self Service ASP pages will not work.
The Self Service requests to the CRM tables pass through the application data management layer, so may trigger table-level scripts as new rows are inserted, or existing data is updated or deleted. This allows audit trails to be created. Self Service is able to keep track of 'visitors' and typically you would track the authenticated access to data.
I want to look at the articles on this site that can help you understand the general administration options of Self Service.
The articles can be grouped together in a number of different areas
Introduction and Demoing
- The responsive Self Service Demo
- Demoing Self Service
- Understanding the code in the Self Service Demo (Part 1 of 2)
- Understanding the code in the Self Service Demo (Part 2 of 2)
Installation and Architecture
- Installing Self Service
- Some more thoughts on Self Service
- Cookies in Sage CRM
- Self Service, Ports and HTTPS
- Third Party authentication for Self Service
Understanding Self Service API
- COM API objects available in Self Service
- Instantiation of the COM (eWare.CRM) object
- Investigating Authentication in Self Service
- Creating and controlling List Pages in Self Service
- Creating and controlling Edit Pages in Self Service
- Creating and Controlling an Insert Page in Self Service
- Controlling Buttons in Self Service
- The Sage CRM StoredProc Data Type
- Resizing and controlling tables displayed in using the Self Service COM API
- Self Service security
Implementing a corporate self-service site.
- Example Self Service Pages
- Implementing Self Service: The Schloss Schwanberg Case Study
- This article links to 9 other articles that build up to a pretty comprehensive case study on how to create a simple Self Service web site.