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  •     QAD Glossary

  • Working with Views
    You can schedule and process various types of activities for the profiles and contacts in your database, and set tasks for yourself and others through the Activities module. To access this module, choose Main Menu|Sales/Marketing Management|Activities in the QAD CRM menu.
    When you choose Activities from the application menu, the Activities calendar displays in the left portion of the workspace.This calendar display is defined by the view you select. A monthly calendar and the tasks area appear to the right of the main calendar display.
    The dates on which some activities have been planned show up in boldface on the monthly calendar. You can navigate to the previous or the next month’s display through the available arrows.
    You can also select whether you want to display your own activities or those of others in your team.

    Week View in Activities
    You can view activity records in five different views. The views available are:
    Day: Displays activities scheduled for the selected date
    Week: Displays activities scheduled for the entire week, including the weekend
    Work week: Displays activities scheduled for the five working days in the selected week
    Month: Displays activities scheduled from the selected date through the remaining month
    All: Displays all activity records, irrespective of the day, week, and month
    When you display activity records in the All view, the system lets you display filtered records. You can select the appropriate filter from the Filter drop-down list available on the QAD CRM toolbar. For more details on using filters, see Filtering Profile Records.
    In the All view, strikethrough format indicates those activities that have already been processed. According to the default settings, red color indicates overdue activities and blue color is for high-priority activities. However, these settings can be changed from Settings|System|System Control|Activity and Reminder Settings. See Administration Guide: QAD Customer Relationship Management for details.

    All View in Activities
    Note: Tasks and calendar are not displayed in the All view.