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
Feature Customer 365
Sage CRM out of the box
Password Recovery
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
Company Info (logged on user)
Company Edit
Company Files
Contact us Page
File Resources/Downloads
Smartphone/Tablet Support
External Pages
Request a Demo

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