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QAD Customer Relationship Management Release Notes
March 2013
These release notes include information about the latest fixes and changes to QAD Customer Relationship Management (CRM). These changes may affect the way you implement and use this product.
Important: Review this document before proceeding with any phase of a QAD CRM implementation.
These release notes are cumulative, with the most recent changes described first. Review the notes for all releases after your currently installed release. Installation and configuration changes may have occurred in those intermediate releases, and unless otherwise noted, apply to the release where they were announced, as well as subsequent releases.
QAD highly recommends that you implement the latest QAD CRM release available. Check the QAD Document Library to make sure that you have the latest QAD CRM release notes, installation guide, and installation media:
Use the following list to find a specific section:
Release Notes for Current Release
QAD CRM Version: 6.6.1
Release Date: March 2013
QAD ERP Compatibility: QAD 2007.1 SE, QAD 2008 SE, QAD 2008.1 SE, QAD 2009 SE, QAD 2009 EE, QAD 2009.1 EE, QAD 2010 SE, QAD 2010 EE, QAD 2010.1 EE, QAD 2011 SE, QAD 2011 EE, QAD 2011.1 EE, QAD 2012 EE, QAD 2012 SE, QAD 2012.1 EE, QAD 2013 EE
QAD CRM Documentation: Installation Guide: QAD CRM (78-0927-6.6.1), Administration Guide: QAD CRM (70-3095-6.6.1), and User Guide: QAD CRM (70-3192-6.6.1) have been updated for this release.
New and Changed Features
This release of QAD CRM is a maintenance release and includes the following certifications:
QAD 2013 EE
Progress OE11.1
Fixes
 
Internal ID
Fixed Issue Description
Affected Versions
CRMS-47, CRMS-57, CRM-4135
If an Opportunity is created from the CRM All Profile menu, opportunity details are not updated correctly.
6.5.1+
CRMS-65
CRM Prospect record not available error appears when using Material Order Maintenance in QAD ERP.
6.5.1+
CRMS-56
Incorrect cost price in quote details screen after a CRM quote is converted into an order.
6.5.1+
CRMS-61
CRM created sales order has incorrect extended sales margin.
6.5.1+
CRM-3935
Extended field length of "QDoc Schema File location" in CRM to enable longer directory path value, and trim leading space to ensure that the user entered directory can be processed correctly.
6.5.1+
CRM-3951
Validate that only Customer type profile can be assigned as the Bill-to in CRM.
6.5.1+
CRM-3937
Enforce user access permission configuration for the Quick Profile screen.
6.5.1+



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