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Button | Description |
|---|---|
| Click to update the static data from ECM. |
<< | Click to copy the selected VPB(s) from Framework ECM to Framework Sales Advice Management. |
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Button | Description |
|---|---|
| Click to update the static dataHouse Product from ECM. |
| << | Click to copy the selected house product from Framework ECM to Framework Sales Advice Management. |
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Column | Description |
|---|---|
# | Template number. |
Name | Template name. |
Notes | Notes relating to the template. |
Buttons
Button | Description |
|---|---|
| Click to update the Template Structure from ECM. |
| << | Click to copy the selected templates from Framework ECM to Framework Sales Advice Management. |
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The Administration tab is used to copy region/division and user information from Framework ECM to Framework Sales Advice Management. TheThe Administration tab also supports the updating of salespeople details.
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- From the Sales Advice Users group, select the required user. The Salesperson group will update.
- From the Salesperson group, click the Salesperson in Framework drop-down list to select the required salesperson. The Salesperson Name field will be refreshed.
- Enter the salesperson location, phone, and email address details, as required.
- Click Save.
- Click Close. The LAN Synchronise dialog will close.
- Restart Framework Sales Advice Management, if required.
Import Sales Advice Reports 
The Toolbar has a function to import updated Sales Advice reports from ECM.
Data updates are required to utilise this function. For further information, please Contact Insula Software.
Import Screen Code Preferences 
The Work Flow screen code preferences set in ECM can be imported to SAM to support customise screens at both the Default and Context (Region/Division) levels.