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- Complete the Pre-Requisite Checklist Overview.
- Complete the Environment Setup Checklist Overview.
- The Framework ECM Upgrade must be complete.
- Read the Sales Advice Management - Deployment Considerations.
Step 1 - Shutdown Framework Sales Advice
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Note: These tests must be performed:
- Hosted Environments: After the first workstation/client system has been upgraded.
- Local Deployments: On every system that Framework Sales Advice Management was upgraded.
Screen / View | Menu Path | Completed |
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Start Framework Sales Advice Management |
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Log in as a user other than a super-user |
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Go to Client List Screen - Toggle 'Show All?' to Yes - Select a client | Client > List |
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View the Sales Advice screen | Client > Sales Advice |
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View all screens via Menu bar |
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View all screens via Sidebar |
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Step 8 - Re-Synchronise Framework Sales Advice Management
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