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?
192
Why are multiple browser windows opening when I have a SAM Sheet open in Internet Explorer 8?
373
Do I need to turn off popup blackers to use Sales Access Manager in my CRM
360
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?
399
Why is my Gold, Blue or Green Sheet locked with SAMV4?
601
I have a problem with emailing the PDFs.
837
I read the book how do I get the off-line excel version of the program?
1292
How do I get a demo of Sales Access Manager?
996
When I Print the PDF the fields with + signs do not print clearly?
875
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?
771
What is SAM Mobile?
875
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?
1065
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.
1217
I can’t save the Gold Sheet, Blue Sheet, or Green Sheet.
1548
I can’t edit the Blue Sheet, Gold Sheet or Green Sheet?
1845
Why isn't a field updating when I import information into Team Edition?
1063
On the Blue Sheet how do I get Best Actions to write to my CRM system
2897
SAM for SFDC Adding Contacts
1105
SAM for Salesforce.com Offline Edition
1087
MH Team Edition Documentation: Updating attached documents
990
My CRM system is not listed as supported. Will SAM still work for me?
1347
How do I purchase Sales Access Manager?
1437

 
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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