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  •     QAD Glossary

  • How Contact Synchronization Works
    In the system, contacts are associated with profile records. The profile name must match the company field of the contact record of Microsoft Exchange Server.
    During contact details exchange between Microsoft Exchange Server and QAD CRM, QAD AdminService first determines if the company name matches a profile name in the system. If it does, QAD AdminService updates the record.
    If QAD AdminService finds multiple profile instances, it composes and delivers an e-mail message with the matching records to the user who created the contact record. The records in this e-mail message are hyper-linked. After receiving a message, the user can click the profile record to use for synchronization.

    Contact Automation Error - Multiple Profiles Found
    If QAD AdminService cannot find a profile record that matches the company, it creates an entry in the event log. Users can attach a profile to such contacts from the event log facility of the system.

    Contact Automation Error - No Profile Found
    To attach a profile to a contact from the event log in the system:
    Choose Main Menu|Tools and Utilities|Event Log.
    Expand Contact Synchronization.
    Right-click the event log record and choose Attach Profile.
    Find and select the profile or add a new profile. Then click OK.