Web Portal

The Self Service feature enables clients and attendees to access CRM Event Manager through a web portal. Using the portal, users can search for events and register themselves or others for an event.

Note: A Sage CRM Self Service license is required to use the Web Portal feature.

1 Enable Self Service

To allow a person to access the Event Manager Web Portal, Self Service must be enabled for that person.

To enable Self Service:

1. Open the required Person record in Sage CRM.

2. Navigate to the Self Service tab.

3. Select the Self-Service Enabled checkbox.

4. Modify the login details, if required.

5. Click Save.

Once enabled, the person can access both the Self Service portal and the Event Manager Web Portal.

2 Logging in to the Web Portal

To access the Event Manager Web Portal:

1. Click Start → Programs → Greytrix Event Manager or Start → Programs → Greytrix Business Manager.

2. Select Greytrix Event Manager Web Portal.

3. Enter your login details.

4. Click Login.

3 Searching for Events

Select the Events tab to browse available events.

Users can search for events using:

• Event Name

• Event Type

After selecting an event, its description is displayed using the formatting created in the rich text editor during event creation.

4 Registering for an Event

After selecting an event, users can register either themselves or another person.

Register Yourself

When Register Yourself for this Event is selected, most of the required registration information is automatically pre-filled using the user's existing profile information.

Register Someone Else

When Register Someone Else for this Event is selected, additional information must be entered to complete the registration process.

After registration is completed, the attendee is automatically added to the Attendance tab within CRM Event Manager.