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Matthew Garrett

Matthew Garrett

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Excerpt
nameSAM 8.0 Headlines

Entitlements

A change has been made to the way that software licensing is controlled. now uses the Insula Entitlement system,

Resource Centres

The F1 action now takes the user to the Sales Advice Management Resource Centre.

In addition to the user guide, there are several other spaces with useful information

Sales Advice Management User Guide - The user guide

Sales Advice Management FAQ - Provides articles on frequently asked questions.

Sales Advice Management Release Information - Provides information on what was delivered in both major and patch releases.

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Excerpt
nameSAM 8.0 First Release
Suburb and council selection

Description

Area

Type

Detail

Guide

Dev #

Support #

VPB Search Changes

VPB

New

Article pending - MF

65723

Various

Change

SAM has been updated to use selection popups for suburbs and councils, where the lists come from ECM

The data is still stored in strings.

Article pending

61750

14273

Ability to see all user leads from all region/division at once

Leads and prospects

Change

A user can now see all leads/prospects from all region/divisions at once.

Article pendingN/A

61928

14273

VPB Browse/Search changes

VPB Search

New

When the search text entered is only a reference number (ie. numbers and full stops, no spaces), only search the s_ref_full field and not the notes fields

Search words/keywords should include vpb item references (or partials), section names (ie. the immediate parent section that item is in)

Article pendingN/A

26831

N/A

Sprint xxx Patch Update

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