Miller Heiman - Sales Access Manager

www.millerheiman.com

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 Manager^SM products.

Question	Views
Why am I getting an apex error for Visual Force Pages in saleforce.com?	192
Why are multiple browser windows opening when I have a SAM Sheet open in Internet Explorer 8?	374
Do I need to turn off popup blackers to use Sales Access Manager in my CRM	361
How may I get a more in-depth integration with salesforce.com?	615
Does SAM work with in saleforce.com Off-line Client?	434
What is Autorecovery and why is my sheet locked in SAMV4?	400
Why is my Gold, Blue or Green Sheet locked with SAMV4?	602
I have a problem with emailing the PDFs.	838
I read the book how do I get the off-line excel version of the program?	1293
How do I get a demo of Sales Access Manager?	997
When I Print the PDF the fields with + signs do not print clearly?	876
How do I get the lastest version of the Outlook Plug-In?	873
Uninstalling Older Versions of Team Edition Outlook Plug-In	841
My information isn't syncing to Team Edition with the Outlook Plug-In	884
My Outlook Plug-In disappears in Outlook?	772
What is SAM Mobile?	876
Why can I enter text in some boxes straight into the Gold Sheet and not others?	1202
My data doesn’t save in the Gold Sheet?	1070
I can’t find the person I need when I search in Buying Influences section of the Blue Sheet?	1040
I need other internal people that are not listed in the User table available to assign Best Actions?	986
I can’t enter information SSO information in the Opportunity Summary in the Blue Sheet?	1331
I haven't done a sheet in a while. I'm a bit rusty - where do I find more information?	1086
I can’t place a red flag or strength on the sheet.	1104
When I print to PDF why do I get little “+” signs on the blue sheet?	1066
Why does my Miller Heiman Sheet appears blank?	1397
I get a “loading, loading” window in the background and no Miller Heiman sheet appears.	1381
I get a message “Your User ID does not have a license check with your System.	1218
I can’t save the Gold Sheet, Blue Sheet, or Green Sheet.	1549
I can’t edit the Blue Sheet, Gold Sheet or Green Sheet?	1846
Why isn't a field updating when I import information into Team Edition?	1064
On the Blue Sheet how do I get Best Actions to write to my CRM system	2898
SAM for SFDC Adding Contacts	1105
SAM for Salesforce.com Offline Edition	1088
MH Team Edition Documentation: Updating attached documents	990
My CRM system is not listed as supported. Will SAM still work for me?	1348
How do I purchase Sales Access Manager?	1437

My information isn't syncing to Team Edition with the Outlook Plug-In
Posted by: White Springs Administrator

1. Make sure under Tools, Sugar Options on the General Tab you have the correct Team Edition url. It will be http://www.saleswebserver.net/millerheiman/yourorg.

2. Click Test Connection, if you do not get an error message then it has validated your user.

3. Whether you are in contacts, your calendar or your tasks, you must always have the item, marked to sync and then click sync to sugar.