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Release Notes for Release 6.4.3
QAD CRM Version: 6.4.3
Product Build Number: 6
Release Date: September 2010
QAD ERP Compatibility: QAD 2007.1 SE, QAD 2008 SE, QAD 2008.1 SE, QAD 2009 SE, QAD 2010 SE, QAD 2009 EE, QAD 2009.1 EE, QAD 2010 EE, QAD 2010.1 EE
QAD CRM Documentation: User Guide: QAD CRM (78-0817A), Installation Guide: QAD CRM (78-0927A), Administration Guide: QAD CRM (78-0926A)
New Features
This is a maintenance release with the following updates and certifications:
Windows 7
QAD 2010 SE and QAD 2010.1 EE
QXtend 1.7.0.15
MS Exchange 2007 integration
MS Exchange integration in a parent/child network domain configuration
AIM 3.0.6
Progress OE10.2B01
Release Notes for Release 6.4
QAD CRM Version: 6.4
Product Build Number: 0
Release Date: March 2010
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 EE
QAD CRM Documentation: User Guide: QAD CRM (78-0817A), Installation Guide: QAD CRM (78-0816A), Administration Guide: QAD CRM (78-0852A)
New Features
The following are highlights of some of the key changes included in the latest QAD CRM system:
Best Pricing
QAD CRM now employs the best pricing logic in QAD Enterprise Applications during the inquiry and quotation process by using the best pricing What If inquiry as an API.
HTML Editor
The Tx Text control now replaces the ThinkHTML ocx control to support rich HTML formatting features in the following e-mail template-related modules:
Send Email Composition box
Activity (Email Type) Add / Edit Maintenance screen
View Email Template Screen
Template Design Screen
Sales Quote Integration Enhancements
In order to support best pricing and to ensure that QAD CRM can generate quotes that comply with customers’ requirements, additional fields and updates have been added to the existing integration between opportunities and sales quotes/sales orders in QAD Enterprise Applications.
These requirements emerged from a number of customers and partners implementing previous versions of CRM.
Release Notes for Release 6.3
QAD CRM Version: 6.3
Product Build Number: 0
Release Date: September 2009
QAD ERP Compatibility: QAD 2008 SE, QAD 2008.1 SE, QAD 2009 SE, QAD 2009 EE, QAD 2009.1 EE
QAD CRM Documentation: User Guide: QAD CRM (78-0707C), Installation Guide: QAD CRM (78-0706D), Administration Guide: QAD CRM (78-0705A)
New Features
QAD CRM 6.3 is a significant new release introducing new capabilities, enhancements, and defect fixes that have been created since the last release.
Below are highlights of some of the key changes included in the QAD CRM 6.3 system:
Multi-Domain Support
QAD CRM 6.3 now enables every active QAD Enterprise Applications domain to be integrated with a corresponding business unit in QAD CRM. Prior releases of QAD CRM only supported a single integrated domain. This capability is available for both Standard and Enterprise editions.
Unicode Support
QAD CRM 6.3 is now Unicode-compliant and supports double-byte languages.
Support for QAD 2009 EE and 2009.1 EE
Integration with QXtend
QAD CRM 6.3 synchronizes the following Financials-related data with QAD EE through QXtend:
Suppliers and customers
Users
Currencies and exchange rates
Domains
Support for Vista and Windows 2008 Server OS
QAD CRM 6.3 can run on Vista and Windows 2008 Server operating systems.
Customer Enhancements
The 64 character limit on the Next Stage string has been removed. This means that the user can now create an unlimited number of stages for an opportunity.
This release has enhanced its capability of sorting activities in the date time order in Profile Management.
Customer Issues Addressed
The following issues have been fixed in this release of QAD CRM:
The target sales order in QAD ERP was incorrectly locked by a CRM process during sales order integration.
The system prematurely exited when the Close button in the Report Viewer was selected.
CRM opportunities were created during sales order integration even when integration flags were turned off.
Profile and contact information did not default to activities created in Issue Management.
The automatic e-mail ID was not correctly resolved by Microsoft Outlook for internal e-mail users.
Array subscript out of range error in Contact Details
CRM programs compiling error on the 64-bit Linux platform.
Known Limitations
Microsoft Exchange Integration
The QAD CRM is certified to be integrated with Microsoft Exchange and supports Exchange implementations with a single Exchange domain only.
This limitation also applies to all previous releases of QAD CRM.