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?
1641
Why are multiple browser windows opening when I have a SAM Sheet open in Internet Explorer 8?
1179
Do I need to turn off popup blackers to use Sales Access Manager in my CRM
1173
How may I get a more in-depth integration with salesforce.com?
1536
Does SAM work with in saleforce.com Off-line Client?
1211
What is Autorecovery and why is my sheet locked in SAMV4?
1025
Why is my Gold, Blue or Green Sheet locked with SAMV4?
2026
I have a problem with emailing the PDFs.
2065
I read the book how do I get the off-line excel version of the program?
2212
How do I get a demo of Sales Access Manager?
1838
When I Print the PDF the fields with + signs do not print clearly?
1928
How do I get the lastest version of the Outlook Plug-In?
1705
Uninstalling Older Versions of Team Edition Outlook Plug-In
1572
My information isn't syncing to Team Edition with the Outlook Plug-In
1926
My Outlook Plug-In disappears in Outlook?
1395
What is SAM Mobile?
1606
Why can I enter text in some boxes straight into the Gold Sheet and not others?
2553
My data doesn’t save in the Gold Sheet?
1833
I can’t find the person I need when I search in Buying Influences section of the Blue Sheet?
1660
I need other internal people that are not listed in the User table available to assign Best Actions?
1636
I can’t enter information SSO information in the Opportunity Summary in the Blue Sheet?
2449
I haven't done a sheet in a while. I'm a bit rusty - where do I find more information?
1828
I can’t place a red flag or strength on the sheet.
2224
When I print to PDF why do I get little “+” signs on the blue sheet?
1732
Why does my Miller Heiman Sheet appears blank?
2711
I get a “loading, loading” window in the background and no Miller Heiman sheet appears.
2244
I get a message “Your User ID does not have a license check with your System.
2226
I can’t save the Gold Sheet, Blue Sheet, or Green Sheet.
2329
I can’t edit the Blue Sheet, Gold Sheet or Green Sheet?
3197
Why isn't a field updating when I import information into Team Edition?
1723
On the Blue Sheet how do I get Best Actions to write to my CRM system
5916
SAM for SFDC Adding Contacts
1817
SAM for Salesforce.com Offline Edition
1824
MH Team Edition Documentation: Updating attached documents
1679
My CRM system is not listed as supported. Will SAM still work for me?
2233
How do I purchase Sales Access Manager?
2351

 
Why is my Gold, Blue or Green Sheet locked with SAMV4?
Posted by: Paul Foster

During the newest upgrade for Sales Access Manager V4 a couple new features were added to prevent loss of any data in situations where the sheet is not saved and exited properly.

The Save and Exit routines were broken out two to distinct functions instead of one in the icon in the previous versions. 

 Therefore users have a couple different options for properly saving and exit the worksheet  for SAM.

Under the "File" menu, for a joint save/exit routine, just select "Save and Exit".  This will save the sheet and close after saving.

After entered data, select the "Save" under File Menu or the "Save" icon.  This will just hold the current data within the sheet, but does not release the sheet for updating field mapping in the CRM system nor releasing it to the SAM Server.  A user needs to click the "Exit" icon in the worksheet to properly exit the sheet.

 If just "Save" is selected and the web browser window is closed, or the CRM session ended the sheet is locked as it has not been properly exited.  The user who did this needs to open the sheet and perform the "Save & Exit" functions to make it unlocked for other users.





 
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