How to install self-service after initial installation

Posted By Brad Edwards over 8 years ago

When you install CRM you have the option to install Self-Service. What if the CRM install was done without selecting the Self-Service option but then later you want to install Self-Service. How can this be done? Is there a stand-alone install for this? Thanks.

0 Sage CRM over 8 years ago

Brad

That installation only installs the demo self service site. The Self Service object will have been registered and it is possible to go ahead and use it within your own version of the site.

Have a loot here:

community.sagecrm.com/.../sage-crm-7-2-a-round-up-of-articles-about-self-service.aspx

The article above gives links to some self service start files and also a case study about creating a self service site from scratch.
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0 Brad Edwards over 8 years ago

Hi Jeff,

It seems like the install does more than just install the demo data. The database needs to be created as well as the tabs on company and person entities, SS Company Edit and SS Person Edit actions, etc. Also when I look at the license details for this particular customer it doesn't show Self Service is licensed but I know they should have it. Any help would be most appreciated. Thanks Jeff :-)
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How to install self-service after initial installation

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