Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

Recommendation: Ensure all users have exit from Sales Advice (SAM) before performing Synchronisations

When adding a new user to Framework ECM you must ensure a Synchronise is performed in Sales Advice to enable the user access.

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


..

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



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

  • No labels