Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Open the Sales Advice Module.
  2. Click on File and then LAN Sync.
  3. Click on the VPB tab.


..

Once the LAN Synchronisation dialog is open:

  1. Navigate to theĀ AdministrationĀ tab
  2. Select the Framework User you want to Sync
  3. Use the arrow button to copy the user to the Sales Advice UsersĀ list
  4. Press Save
  5. Press Close

...

Tip

Ensure your Framework User is assigned the Entity Role of Salesperson. This will enable you to select them as a Salesperson in Sales Advice.

Image Added

Navigate to the Administration module within Framework Ecm

  1. Select Entity tab / Entity
  2. Select staff member from entity roles
  3. Select the staff member you want to add as a Salesperson
  4. Select edit once you have the staff member selected
  5. Navigate to roles tab, and then select new item
  6. Select Salesperson from the entity role name popup box, as well as fill out other information as necessary
  7. Select OK

This user will now have the Salesperson role allocated to them, ready to be synchronised to Sales Advice.