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Working with Activities, Tasks, and E-mails
This section describes how to work with activities, tasks, and e-mails. It discusses the following topics:
Overview
Explains the uses of the Activities module.
Working with Views
Discusses different ways of viewing activities in the Activities calendar.
Modifying Activity Settings
Explains how to change activity settings with the Preferences window.
Managing Activities
Lists different types of activity settings and discusses how modifications to them are handled in the module.
Maintaining Activity Types
Explains how to add activities, process activities, check activity associations, and set up recurrences.
Managing Tasks
Explains what tasks are and how to view different types of tasks.
Maintaining Tasks
Explains how to use the Task Details window.
Managing Customer Visit Reports
Explains how to submit Customer Visit Reports from Microsoft Outlook.
Working with E-mails
Explains how to send e-mails from QAD CRM and discusses e-mail synchronization between Microsoft Outlook and QAD CRM.
Overview
In the QAD Customer Relationship Management (QAD CRM) system, Activities are defined as business activities that are scheduled and pre-planned, while Tasks are non-business related activities that you can assign to yourself or to others in your team.
The Activities module of the system ensures that your sales and marketing teams always have the relevant customer, market, and sales information at their fingertips. This module is therefore available in both Sales Management and Marketing Management.
If the integration with Exchange Server is enabled in QAD CRM by the system administrator, you can synchronize activities, tasks, and e-mails between QAD CRM and Microsoft Outlook. Before you run the synchronization, you must configure the Exchange Server Settings. For details, see Maintaining Exchange Server Settings.
Important: The synchronization between QAD CRM and Microsoft Outlook is performed through Microsoft Exchange Server. Ensure that you run the synchronization with online Outlook.