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  •     QAD Glossary

  • Managing Customer Visit Reports
    You can compose and submit visit reports from any e-mail client and do not need to log onto the QAD CRM system.
    To submit a report using e-mail:
    1
    From your e-mail client, create a new e-mail.
    2
    In the recipient field, enter the QAD CRM Mail Room Address.
    The QAD CRM Mail Room Address is maintained by the system administrator on the E-Mail tab in Settings|Mail Server Integration|Settings And Switches.
    3
    In the Subject line of your email, enter the text Visit Report- followed by the e-mail address of the contact who you visited.
    Example: Visit Report-username@company.com
    You can use any of the listed subject formats to submit a visit report to the QAD CRM system.
    Visit Report-<CONTACT_EMAIL_ID>
    Visit Report-<QAD_CRM_CONTACT_ID>
    Visit Report-<CONTACT_EMAIL_ID>:Opportunity-<QAD_CRM_OPPORTUNITY_ID>
    Visit Report-<QAD_CRM_CONTACT_ID>:Opportunity-<QAD_CRM_OPPORTUNITY_ID>
    4
    In the e-mail body, compose your report content.
    5
    Send the e-mail when you finish.
    When the e-mail is sent, the visit report details are attached to the Profile. The authorized users can access the report details from the Activities tab in the All Profiles module.