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Change Summary
The following table summarizes significant differences between this document and the last published version.
 
Date/Version
Description
Reference
November 2012/6.6
Updated information on using e-mail to submit visit reports
October 2012/6.6
Added steps for creating QADCRM category in MS Outlook
 
Updated steps for Activity Synchronization
 
Updated settings for e-mail composition
 
Added Exchange Server Settings
 
Updated the options for Send Appointment Notification
 
Added a new section on Customer Visit Reports
 
Added a new section on e-mail synchronization
 
Added a new section on contact synchronization
 
Deleted the description of creating custom buttons in MS Outlook
--
March 2012/6.5.1
All the screenshots have been updated to reflect UI changes on the webclient
--
 
All references to (service) calls have been changed to issues throughout the book
--
 
Updated and Sales Management overview to include the sales management process map
 
Updated and Marketing Management overview to include the campaign management process map
 
Removed the step regarding the Remember Settings option from the logging out steps
 
Updated the information about common icons
 
Updated the information about the Make a Note window
 
Updated the information about using help
 
Updated the information about general preferences settings
 
Removed the step regarding the Associates shortcut menu in the Activities calendar
 
Updated the information about searching for profiles and contacts
 
Updated Customer Console information regarding changed search logic
September 2011/6.4.4
Updated the section on integration with Microsoft Exchange Server
 
Added a new section on deleting sales quote lines
 



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