Frequently Asked Questions & Troubleshooting

Use the collection of links found below to help resolve any technical or support issues you may have with Miller Heiman Sales Access ManagerSM products.

Question
Views
Why am I getting an apex error for Visual Force Pages in saleforce.com?
1639
Why are multiple browser windows opening when I have a SAM Sheet open in Internet Explorer 8?
1177
Do I need to turn off popup blackers to use Sales Access Manager in my CRM
1172
How may I get a more in-depth integration with salesforce.com?
1533
Does SAM work with in saleforce.com Off-line Client?
1209
What is Autorecovery and why is my sheet locked in SAMV4?
1021
Why is my Gold, Blue or Green Sheet locked with SAMV4?
2023
I have a problem with emailing the PDFs.
2062
I read the book how do I get the off-line excel version of the program?
2211
How do I get a demo of Sales Access Manager?
1834
When I Print the PDF the fields with + signs do not print clearly?
1925
How do I get the lastest version of the Outlook Plug-In?
1704
Uninstalling Older Versions of Team Edition Outlook Plug-In
1568
My information isn't syncing to Team Edition with the Outlook Plug-In
1925
My Outlook Plug-In disappears in Outlook?
1390
What is SAM Mobile?
1604
Why can I enter text in some boxes straight into the Gold Sheet and not others?
2547
My data doesn’t save in the Gold Sheet?
1829
I can’t find the person I need when I search in Buying Influences section of the Blue Sheet?
1658
I need other internal people that are not listed in the User table available to assign Best Actions?
1634
I can’t enter information SSO information in the Opportunity Summary in the Blue Sheet?
2444
I haven't done a sheet in a while. I'm a bit rusty - where do I find more information?
1825
I can’t place a red flag or strength on the sheet.
2222
When I print to PDF why do I get little “+” signs on the blue sheet?
1729
Why does my Miller Heiman Sheet appears blank?
2708
I get a “loading, loading” window in the background and no Miller Heiman sheet appears.
2243
I get a message “Your User ID does not have a license check with your System.
2222
I can’t save the Gold Sheet, Blue Sheet, or Green Sheet.
2324
I can’t edit the Blue Sheet, Gold Sheet or Green Sheet?
3193
Why isn't a field updating when I import information into Team Edition?
1719
On the Blue Sheet how do I get Best Actions to write to my CRM system
5909
SAM for SFDC Adding Contacts
1817
SAM for Salesforce.com Offline Edition
1822
MH Team Edition Documentation: Updating attached documents
1677
My CRM system is not listed as supported. Will SAM still work for me?
2232
How do I purchase Sales Access Manager?
2348

 
I need other internal people that are not listed in the User table available to assign Best Actions?
Posted by: Ellen Mason

SAM sheets look up users only available in the user table for certain internal information areas in the blue sheet, such as Owner. An outside person cannot be added to that list via
text entry or look up search information. Instead add their name to the text box such as the possible action or in Information Needed area and then assign the item to yourself.




 
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