This section describes the system interface, common functions, login process and password change procedures for the QAD Customer Relationship Management (QAD CRM) system. It discusses the following topics:
Logging In and Out
Explains how to log in and out.
Using the User Interface
Describes the UI screen layout, how to navigate, and how to use the toolbar buttons.
Working with Data
Discusses how the UI can be used to work with data, with sections on common buttons in the data screens, common icons, and look-up tables and data validation.
Using Common Functions
Describes how to use common functions, including sending letters and e-mails, making notes, adding activities and profiles, and logging support issues.
Explains how to access the online help.
Users, User Groups, and Teams
Discusses how the CRM system lets you define users and form user groups and business units or teams.
Changing Your Password
Explains how to change passwords.