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Getting Started
This chapter provides information on the features of the QAD CRM user interface and how to navigate in the system.
Getting Started Overview
In this chapter you learn how to access, navigate and use help in QAD CRM. You review your QAD CRM settings and gain an understanding of QAD CRM data security.
Learning Objectives
By the end of this chapter, you will be able to do the following
Log in and out of QAD CRM.
Navigate QAD CRM.
Use QAD CRM help.
Describe CRM security
Review your settings
How to access QAD CRM?
Depending on the version, QAD CRM can be accessed as a stand-alone database (no QAD ERP integration), integrated with QAD ERP Standard or Enterprise Edition using the QAD client, or QAD Remote Sales.
Log in to CRM
1
Launch the QAD Training Environment (VTMS):
a
Self Paced Participants - Follow the instructions you received at registration to access the CRM Log-On Screen
b
Instructor-Led - Follow your instructor’s direction to access the CRM Log-On
c
Stand-alone Database - Select the QAD Demo from programs
2
In the QAD CRM Logon enter the User ID and Password.
For the purposes of the CRM Sales Management Training Class your business role is account manager. Your User ID is Account Manager One (AM1) and your password is qad which is case sensitive.
Enter the following information in the logon dialogue box:
User ID: AM1 or Demo
Password: qad
3
In the training environment the Application Language field is set to English; however, QAD CRM does support multiple languages.
4
Click OK.
Log out of CRM
1
Select the File/Exit option from the Main Menu. The Shut Down dialogue displays:
2
Select Close, Log off or Restart from the drop-down list.
3
Select the Remember settings check box if you want the system to remember your current settings at login.
4
Click OK.
Tool Bars
The screen has a user-friendly interface that includes the following components:
Application Menu Bar
Application Tool Bar
Workspace
Sidebar menu
QAD CRM Bar
Tabs and Status Bar.
Recommended Tool Bars - Step-by-Step
To view the QAD CRM Bar, QAD CRM Menu, and Toolbars.
1
Click View from the Application Menu Bar to select.
2
Click View | Toolbarsto select the Navigation, Common, Go To, Edit, File and Help Toolbars.
Steps - User Interface Components
The QAD CRM Menu appears in the sidebar. Menu items can be expanded or collapsed. Click the name of the menu item you want to display.
Navigate All Profiles
1
Expand the Sales Management Menu Item.
2
Expand the Addresses Menu Item.
3
Click All Profiles.
4
The Workspace appears. The top half is a browser displaying a list of the data records for the selected module and the bottom half displays the selected record detail in edit mode. Depending on the selected menu item the work space can include other information.
5
Select the letter A.
6
Scroll down and select ACME STEEL.
7
The workspace browser contains two windows: Profile List and Contact List. The contacts for ACME STEEL appear in the contact workspace browser
8
You can resize the menu and workspace areas by dragging the vertical resize bar to the right or left. You can also resize the area displaying the bars by dragging the horizontal resize bar up or down.
9
QAD CRM lets you select the column labels you want to display in the workspace browser. Right-click in the Profile Browser window and choose Show Column.
10
The Select Columns for View dialogue box displays. Use the left and right arrow keys to move columns from Hide/Show. SelectFax No and move to the Hidden Columns:
11
Click the green Commit check mark to save your change.
Accessing Help
To learn more about navigation in QAD CRM go to Online-Help. To access the on-line help:
The system has a Help button on each screen in the system toolbar.
There is also a text box above the Help button where you can enter a specific question. The relevant help file for you question opens in a separate window.
Help can also be accessed from the Application menu.
Printing Help Topics
You can print help topics. Let’s look up and print information about All Profiles:
1
Select Helpfrom the Application menu.
2
Expand Working with Profiles and Contacts in the sidebar menu.
3
Select Working with Profiles and Contacts | Overview.
4
The Overview Section displays in the workspace.
5
Click Print at the top of the page.
6
The Print Topics dialogbox displays.
7
You can print the selected topic or the selected heading and all subtopics.
QAD CRM Security
Security in QAD CRM involves the following system features or components:
Login Security - This is password protected: You are allowed three login attempts. If you have not entered a valid user ID after three attempts the Logon screen closes.
Business Units: Each user is assigned a business unit which can be a branch office, subsidiary, or business partner. A user can be assigned to one or more business units and is allowed to access data for the assigned business unit.
Teams - A team is a group within a business unit. Users can be assigned to one or more teams and are able to access the data of their assigned teams. For example, if you are assigned to the Northeast Sales Team you are able to view all the sales orders that are entered for your team.
Permission Groups - are maintained by the System Administrator and control access to system objects such as menus, programs and screens.
They QAD CRM Administrator is responsible for creating and maintaining user profiles in the system. This information is discussed here so you have a high-level understanding that your data and transactions are secure.
User Preferences and Details
A QAD CRM System Administrator is responsible for setting up CRM users. This setup includes associating a user with a business unit, permission groups, mail server, language, initial password, holidays, teams and other information.
As a user you have access to view your settings and also to change some of your details. The extent of your access will vary depending your organization.
For the purposes of this class, we review the system and detail settings for AM1 - Account Manager One or Demo. The changes that we make will be used in exercises later in this class.
Review My Preferences Settings
1
Navigate to Sales Management | My Settings | Preferences. The Preferences Dialogue Box displays. There are a number of tabs: General, Email, Profile Find Cursor, Report Settings, Regional Settings, and Exercise Settings.
2
Click “?” in the right-hand corner to access Help.
3
In Help from the Contents Tab, navigate to Defining Preferences and Settings | Setting General Preferences. Your System Administrator will set these settings for you.
a
Instructor-Led Training: Your instructor will review each setting with you.
b
Self-Paced Training: Review each tab in Help.
4
Do not save any changes. Click the red X to exit.
Review My Details Settings
1
Navigate to Sales Management | My Settings | Details. The Details screen displays your personal details. Always check this screen to make sure that the information is accurate.
2
Click? in the right-hand corner to access Help.
3
In Help from the Contents tab, navigate to Defining Preferences and Settings | Maintaining Personal Details.
a
Instructor-Led Training: Your instructor will review each setting with you.
b
Self-Paced Training: Review each field in Help.
4
Click the Ext/Direct Tel Field. The Phone/Fax dialogue displays. Enter your phone and Click the green check-mark in the lower right-hand corner.
5
Click Save All the Changes to save and exit.
Important: Do NOT change your password.
Exercise - Update Personal Details
Complete the following hands-on exercise to test your knowledge on changing your personal details.
1
Enter a mobile phone number.
2
Enter your work email.
3
Enter your address.
4
Save your work.
5
Logout.
Getting Started - Knowledge Check
1
QAD CRM supports multiple languages. (True or False?)
2
QAD CRM allows _____ login attempts. After _____ incorrect attempts QAD CRM shuts down.
3
After selecting a record the QAD CRM workspace contains one or more browser windows in the upper half of the screen. What is contained in the lower half of the screen?
______________________________________________________________________
4
QAD CRM has the following security: login, business unit, _________________, and permission group. (Fill in the blank.)
5
QAD CRM Help can be accessed on-line and can also be printed. (True or False?)
Getting Started - Key Points
QAD CRM and QAD product suite do not share the same navigation. QAD CRM does not use .NET UI or process maps.
QAD CRM supports multiple languages. You are prompted for a language during logon if your organization uses more than one language.
Help in QAD CRM is easy to access on-line. You can print on-line help by topic or topic and all sub-topics.
Your information is secure in QAD CRM but can also be shared by business unit and teams.
You are able to review and change your personal details.