Introducing our self service solution for Sage CRM – Customer 365 and a comparision 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
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FeatureCustomer 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
Print
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

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