Working with CRM Self-Service Pagelets

This chapter provides an overview of self-service pagelets and discusses how to:

Use PeopleSoft Order Capture Self Service pagelets.
Use PeopleSoft Support pagelets.
Use PeopleSoft pagelets for the financial services industry.
Use PeopleSoft pagelets for the communications and energy industries.
Use PeopleSoft pagelets for the insurance industry.

Understanding Self-Service Pagelets

Customer-facing pagelets enable customers, consumers, and brokers who are registered users of the system to view and update their own information. Unregistered users can see some pagelets such as Catalog Search, Shopping Cart, and Site Selection. The Site Selection pagelet is available to unregistered or guest users for the purposes of navigating multiple sites.

Using PeopleSoft Order Capture Self Service Pagelets

This section discusses how customers manage their personal information and shopping orders, select websites, and search catalogs by using the following pagelets.

Pagelets Used to View Customer Information

Pagelets include:

Pagelet Name	Usage	For More Information
Catalog Search	Customers can search a specified catalog or all catalogs based on user-entered keywords.	See PeopleSoft Order Capture Self Service.
My Information	Customers can view the name, address, phone number, and email address that are associated with a user who is logged in to the system.	See Self-Service for Customers.
Shopping Cart	Displays the number of products along with the order subtotal of a customer's shopping cart. Provides the customer with a direct link to checkout.	See PeopleSoft Order Capture Self Service.
Site Selection	Guest users can select a website if multiple sites are implemented. Switches a user to the selected site.	See Self-Service for Customers.
Recent Orders	Customers can view recent orders by order number, order date, and status, and they can link directly to order details.	See Creating and Managing Service Orders.
Recent Quotes	Customers can view recent quotes by quote number, quote date, and status, and they can link to quote details.	See Creating and Managing Service Orders.

Using PeopleSoft Support Pagelets

This section discusses how customers can review their support cases and search for solutions by using the Recent Cases pagelet.

Pagelet Used to View Recent Cases

Pagelets include:

Pagelet Name	Usage	For More Information
Recent Cases	Customers can view the five most recent open cases and access pages for reviewing existing cases, creating new cases, and searching for case solutions. Note. The pagelet has a slightly different appearance depending on whether it is placed in a narrow or a wide column on the portal homepage.	See Managing Cases. See Working with Self-Service Application Transactions.

Pagelet Name

Usage

For More Information

Recent Cases

Customers can view the five most recent open cases and access pages for reviewing existing cases, creating new cases, and searching for case solutions.

Note. The pagelet has a slightly different appearance depending on whether it is placed in a narrow or a wide column on the portal homepage.

See Managing Cases.

See Working with Self-Service Application Transactions.

Using PeopleSoft Pagelets for the Financial Services Industry

This section discusses the pagelets that PeopleSoft CRM enables for the financial services industry.

Customers can use the following pagelets to view accounts, issues, and personal information.

Pagelets Used to View Account Information

The pagelets include:

Pagelet Name	Usage	For More Information
My Accounts	Customers can view accounts and associated products, including account balance, currency, and the date and time that the account was created.	See Managing Accounts.
My Information	Customers can view their personal information such as name, address, phone number, and email address.	See Working with Financial Accounts.

Using PeopleSoft Pagelets for the Communications and Energy Industries

This section discusses the pagelets that PeopleSoft CRM enables for the communications and energy industries.

Use the pagelets to review accounts and trouble tickets.

Pagelets Used to View Accounts and Services

Pagelets include:

Pagelet Name	Usage	For More Information
Accounts	Customers can view a list of their accounts and accounts status and link to account details.	See Understanding Account and Billing Management.
Services	Customers can view and change service details.	See Understanding Account and Billing Management.

Using PeopleSoft Pagelets for the Insurance Industry

This section discusses how customers can view their insurance quotes and claims.

Pagelets Used to View Quotes and Claims

Pagelets include:

Pagelet Name	Usage	For More Information
Quotes	Displays insurance quotes for a customer.	See PeopleSoft Enterprise Policy and Claims Presentment 8.9 PeopleBook.
Claims	Displays insurance claims for a customer.	See Working with Claims.