About two years ago I wrote a series of articles that supported a Case Study and exercise in the implementation of an instance of Sage CRM with custom entities that needed to be accessed through Self Service.
The case study is called "Schloss Schwanberg". It is about a wedding venue business that owns a small Castle that provides a service to couples planning a wedding. The castle, its chapel, great hall and grounds could be hired for their big day.
Note: You will have to be a member of the Developer Program to access the download files but all the articles about the case study are public access and available to everyone.
The case study provides a typical scenario that might be faced by a small business. "Schloss Schwanberg" had been using a combination of paper based systems, spreadsheets and email to keep track of bookings. But this had started to prove difficult to manage and keep track of changes made to arrangements by the customers. Their customers had also expressed frustration that details of the agreed arrangements and the charges to be incurred are not transparent.
The first thing that we have to do is to create the corporate website for 'Schloss Schwanberg'. The easiest way of doing this is to download and copy the example files from the community which Members of the Developer Program can find here:
The following articles will walk you through the case study