Understanding Customer Self-Service

Self-service transactions enable customers to access information and transact business online. PeopleSoft CRM provides transactions for self-service users to:

• Register and sign in.

• Maintain their user profile (information about themselves and their relationship with you).

• Send messages to you or to chat live online with a customer service representative (CSR).

• Register products.

• Perform application-specific functions such as ordering products and submitting support cases.

This topic describes how users register, sign in, maintain their profiles, contact you, and register products. It also discusses the differences between self-service for consumers (personal users) and for contacts (business users). Application-specific transactions are described in the corresponding application product documentation.