System Configuration
This section describes how to configure settings for various modules within the QAD Customer Relationship Management (QAD CRM) application. It discusses the following topics:
OverviewOutlines the uses of the System module.
User Defined FieldsExplains how to create new user defined fields, and maintain frames and fields.
Lookup ValuesExplains how to use the Lookup Values option to create new lookups and add values to existing lookups.
System MessagesExplains how to use the System Messages option to create new messages or edit existing ones.
Wizard ManagerExplains how to use the Wizard Manager to maintain system wizards.
Export OptionsExplains how to use the Export Options screen.
Address StyleExplains how to use the Address Style option to maintain forms of addressed used in the system.
Translation ManagerExplains how to use the Translation Manager to export data, import data, use the Pre Translation, Translation on Demand, and Replace options.
System ControlExplains how to use the System Control option to define Activity and Reminder Settings, Contract Detail Frame, Define Base Currency, Emailshot Preferences, Report Options, Business Year Settings, and Filter settings.
Time Zone MaintenanceExplains how to use Time Zone Maintenance option to manage records for all system time zones.
Schedule MaintenanceExplains how to use the Schedule Maintenance option to maintain all schedules defined in the system.
AppServer Service MaintenanceExplains how to use AppServer Service Maintenance.
Overview
When you start using QAD CRM, you may want to change some of the default settings or configure settings according to specific business unit and user requirements. The System module helps you maintain these settings. To access the System module, go to Main Menu|Settings|System. This displays the list of functions and modules for which you can maintain and configure settings.
Most of the screens in the System module are divided into two parts—the top half is a browser displaying the list of records available in the database, while the bottom half opens the selected record in edit mode.
If you have the required edit permissions for this module, you can edit a record selected in the browser in any of the following ways:
• Click the Edit button on the toolbar.
• Right-click and choose Edit.
• Choose Edit from the File menu.
However, if you do not have edit permissions for this module, the Edit option is unavailable.