Chapter 7. Understanding Customer Management and the Site’s Database

Contents

Configuring Web Forms to Generate Cases

Updating the Steps in a Workflow

Working with Cases

Adding Notes and Tasks

Searching for Cases

Managing Approvals in Workflow Steps

Using Workflows to Facilitate Business Goals

Examining How Secure Zones Gather Data

Setting the Landing Page of a Secure Zone

Updating the Header to Add a Logout Link

Testing the Changes to the Site

Throughout this book you’ve explored the site as both the site developer (in the Admin Console) and the visitor (on the live site), but you haven’t spent much time exploring how the site is managed by the business owner—your client—after you grant them access and train them how to work with the Admin Console. ...

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