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  •     QAD Glossary

  • Activity Synchronization
    Appointments and tasks can be synchronized between QAD CRM and Microsoft Outlook in both directions depending on the synchronizing policies defined by the system administrator.
    To create an activity (appointment, meeting, or task) in Microsoft Outlook and synchronize it to QAD CRM:
    In Microsoft Outlook, create an activity (appointment or task) as you normally do in Outlook.
    Categorize the activity as QADCRM. It depends on the system settings by the system administrator.
    For information on creating a QADCRM category, see Configuring Microsoft Outlook.
    The activity will be synchronized to QAD CRM the next time the activity synchronization job is run.
    Note: You can view the job status in the AdminService job history in QAD CRM.

    Job History
    To synchronize an activity (appointment or task) from QAD CRM to Microsoft Outlook, simply create the activity and it will be automatically synchronized to Outlook the next time the activity synchronization job is run.