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  •     QAD Glossary

  • Release Notes for Version 6.1
    QAD CRM version: 6.1
    Product Build Number: 21
    Release Date: September 2008
    QAD ERP Compatibility: QAD Enterprise Applications 2007.1, QAD Enterprise Applications 2008 Standard Edition
    QAD CRM Documentation: User Guide: QAD CRM (78-0707B), Installation Guide: QAD CRM (78-0706B), Administration Guide: QAD CRM (78-0705A)
    Interface Enhancements
    QAD CRM version 6.1 includes the following interface enhancements:
    Calls are now referred to as Issues. Buttons and labels have changed accordingly in some screens.
    Exchange Integration now supports multiple Exchange Servers and MS Outlook 2007 certification.
    In the Remote Sales Data Synchronization module, the following enhancements are available:
    The system now lets you create a remote node by simply attaching a user ID to a node. If you select the Attach this Node to a User check box and enter a user ID, the system automatically attaches the relevant teams and displays the team structure.
    If you change the team structure in Settings|Organization|Teams, the system attaches or detaches profiles and modifies the activity team list displayed in the Node Details window.
    New Features
    Conversion routines are now available and can be used to convert older databases of QAD CRM versions 5.8.2 or 5.8.3 to the current version 6.1 format.
    Known Issues
    The following known issues exist in the Activities module:
    In the Contacts tab of the Process Activity window, Last Contacted always appears as the first column.
    If a user has multiple activity reminders scheduled, the Activity Reminder function has performance issues.
    The following known issues exist in the Remote Sales Data Synchronization module:
    Since Progress is not a multi-threaded application, you cannot work on other modules when some synchronization processes such as data load and data extraction are being performed.
    Multiple rules set against a single profile do not display correctly on the Profiles tab of the Node Details window. The subscribed profile displays only under the first rule that is applied to it.
    The Last Sent and Last Received dates appearing on the Details tab of the Node Details window do not always display actual update dates correctly. It happens in the following circumstances when you are logged in through the host database:
    When data loading to the remote node is completed before the dumping starts from the remote node.
    When the data loading to the remote database completes after the dumping of the remote database.
    When transferring data to a remote node using the AppServer, the node recreation works successfully only for approximately 1.5 million records. The AppServer does not successfully support larger data transfers during remote node recreation and data transfer.
    The Remember Settings check box that appears on the Logout window does not participate in data synchronization. Personal settings saved in the host node are therefore not available on the remote node.
    Though the Node Details window has multiple tabs, selection of only one default action is supported at a time. This happens because you can set a default action against only one program object at a time, and all the objects in the Node Details window are created under a single program.
    The HTML editor that opens when you click the Send an Email button from the toolbar is not working as expected. Start with the Source tab of the editor, change the Body Type from HTML to Text, enter fresh text, and then change back the body type to HTML. In such a scenario, the Source tab does not display the updated text.
    The Global Search and Replace function is not available in the current version of the product.
    The keyboard shortcuts Ctrl + P and Ctrl + N do not let the user navigate to the previous and next record respectively in the following places within the system:
    Browser in Activities tab
    Browser in History tab
    Tasks browser in Activities module
    List view in Reminder screen
    List view in Attachment tab
    The keyboard shortcut Ctrl + B does not open the Create and Modification Details window in any non-database field.
    The system does not support multiple select operations for more than 200 records at a time.
    In all the tree views within the system that are related to Contacts, the former employees are not displayed in strikethrough format.
    The Remember Settings check box that appears on the Logout window does not work with the extended search facility. You can enter conditions for extended search at each login.
    When you modify a widget label using the Field Object Manager/Program Manager/Wizard Manager, ensure that the length of the new string is the same as the one you are changing. The system interface is unable to accommodate and correctly display longer strings.
    At any point within the system, when you click the Save and New button, the cursor displays at the second field or fill-in of the new record instead of the first.
    Throughout QAD CRM, the following date and time fields are displayed in the GMT format:
    Create Date
    Modified Date
    Create Time
    Modified Time
    Before saving these date and time fields, the system converts their values to GMT based on the node time zone. However, before displaying them the system is unable to convert them back to the current node time zone.
    The following known issues exist in the Exchange Server Integration module:
    If the folder name contains single or double quotes, QAD CRM Public Folder Management is unable to display public folders. Contact Automation with these folders is not supported.
    Custom search conditions applied on the Contact tab are lost on changing the selected public folder.
    The following do not participate in Activity Automation:
    QAD CRM activity instances.
    QAD CRM recurring activities with instances.
    MS Outlook recurring appointments with instances.
    MS Outlook appointment instances.
    QAD CRM activities corresponding to user attendees. These are not transferred to the Exchange server. Instead, such attendees receive meeting invitations through their e-mail accounts.