Introducing our self service solution for Sage CRM – Customer 365 and a comparison with Sage self service code provided
The self service portal site that Sage CRM provides is a limited framework only, so while we indicate ‘No’ to some items for Customer 365. these could possibly be implemented but are not available out of the box
The self service portal site that Sage CRM provides is a limited framework only, so while we indicate ‘No’ to some items for Customer 365. these could possibly be implemented but are not available out of the box
| Feature | Customer 365 | Sage CRM out of the box | |
|---|---|---|---|
| Password Recovery | |||
| Self-registration | |||
| Password Reset/Change | |||
| User Management | |||
| Case Search | |||
| Case List | |||
| Case List filter | |||
| Create Case | |||
| View Case | |||
| Edit Case | |||
| Create Tracking note | |||
| View Communications | |||
| Attach file | |||
| View Quotes/Orders | |||
| Solutions | |||
| Company Info (logged on user) | |||
| Company Edit | |||
| Company Files | |||
| Contact us Page | |||
| File Resources/Downloads | |||
| Smartphone/Tablet Support | |||
| Dashboard | |||
| External Pages | |||
| Theme | |||
| Request a Demo | |||