• QAD CRM Admin Guide Change Summary
•  Overview
  •  QAD CRM Components
    • QAD Sales Force Automation
    • QAD Marketing Automation
    • QAD Remote Sales
  •  System Integrations
    • Integration with QAD Enterprise Applications
    • Microsoft Exchange Server
  • Security
  • QAD AdminService
•  Getting Started
  • Overview
  • Mandatory Setup
  • Function Setup
• Administration
•  Organization Setup
  • Overview
  • Setting Up Business Units
  • Setting Up Users
  •  Setting Up Teams
    • Users and Remote Nodes
•  Territory Management
  • Overview
  • Define Territories
  •  Reassign Territories
    • Profile Selection
    • Profile Processing
•  System Security
  • Overview
  •  Security
    • Login Security
    • Business Units
    • Teams
    • Permission Groups
  • Security Relationships
•  Menu, Program, and Field Object Management
  •  Overview
    • Programs
    • Menus
    • Field Objects
  • Program Manager
  •  Menu Manager
    • Defining a Menu
    • Configuring the Menu
    • Attaching Users and Permission Groups
    • Copy Menu Wizard
  •  Field Object Manager
    • Mandatory Field Settings
•  System Configuration
  • Overview
  •  User Defined Fields
    • Maintain Frames
    • Maintain Fields
  • Lookup Values
  • System Messages
  • Wizard Manager
  • Export Options
  • Address Style
  •  Translation Manager
    • Export Data
    • Import Data
    • Pre Translation
    • Translation on Demand
    • Replace
  •  System Control
    • Activity and Reminder Settings
    • Configure Contact Detail Frame
    • Define Base Currency
    • Emailshot Preferences
    • Report Options
    • Business Year Settings
    • Filter
  • Time Zone Maintenance
  • Schedule Maintenance
  • AppServer Service Maintenance
•  Reports and Queries
  • Overview
  • Reports
  •  Query Builder
    • Query Builder Maintenance
    • Query Builder Wizard
  • Report Writer
•  Template Manager
  • Overview
  •  Standard Letters
    • Manage Document Templates
    • Design or Edit Templates
    • View Templates
  • Emails
  • Standard Letter Folder Locations
•  QAD AdminService
  • Overview
  •  Understanding Jobs
    • Predefined Jobs
    • Defined Jobs
  • Configuring AppServer Settings
  •  Setting Up QAD ADS
    • Configuring AdminService Settings
    • Configuring the QAD ADS
    • Modifying QAD ADS Settings
    • Exiting QAD ADS
  •  Managing Predefined Jobs
    • DataSyncJob
    • DeleteLog
    • SendEmail
  •  Managing Defined Jobs
    • Managing Schedules
    • Using the Event Viewer
  • Viewing Job History
•  QAD CRM Database Refresh
  • Overview
  • Configurations
• Integration
•  Integration with QAD Enterprise Applications
  • Overview
  • Integration Setup
  • QXtend Configuration
  •  Settings and Switches
    • Control Settings
    • Multiple Currency
    • Product
    • Address
    • Sales Quote
    • On Deletion of a Quote Line in QAD CRM
    • Sales Order
    • Installed Base
    • Call
    • Call Quote
    • Contract
    • Contract Quote
  • Initial Data Transfer
  • Templates Records
  •  QAD Enterprise Applications – Standard Edition
    • Customer Template Records
    • Sales Quote Template Records
  •  QAD Enterprise Applications – Enterprise Edition
    • Customer Template Records
    • Sales Quote Template Records
    • Autonumber Sequences
•  QAD Remote Sales Integration
  •  Overview
    • Understanding Nodes
    • Procedure Overview
  •  Node Setup: Host Node
    • Enabling Data Synchronization
    • Configuring the Host Node
    • Setting Up Remote Nodes
    • Setting Up Regional Nodes
    • Further Details
  •  AppServer Synchronization
    • Setting Up Nodes for AppServer Synchronization
    • Specifying Profile Records
    • Specifying Activity and Transaction History Records
    • Specifying Product Records
    • Log
  •  Preparing Regional and Remote Nodes
    • Creating Data Subsets for Remote Nodes
    • Loading Data Subsets on Nodes
  •  Enabling Data Synchronization from Regional and Remote Nodes
    • Synchronizing Data Using the AppServer
    • Viewing Synchronization Log
  • QAD AdminService and Data Synchronization
  • QAD Remote Sales Limitations
•  Data Management
  • Overview
  •  Generic Data Import
    • Understanding the Generic Data Import Process
    • Manage Data Import
    • Data Import Process
•  Microsoft Exchange Server Integration
  • Overview
  • Integration Prerequisites
  • Setting Up Microsoft Exchange Server
  •  Configuring the Integration
    • Enabling the Integration
    • Setting Up E-mail Integration
    • Setting Up Activity Integration
    • Setting Up Contact Integration
    • How Contact Synchronization Works
    • Synchronizing Microsoft Outlook Contacts to QAD CRM
    • Configuring Microsoft Outlook
• Appendix
•  QAD CRM APIs
  • Overview
  •  QAD CRM Inbound APIs
    • API Name and Program
    • Input/Output Signature
    • Schema definition
    • Example for Setting Profile Data in QAD CRM
  •  QAD CRM Outbound APIs
    • API Names and Programs
    • Input/Output Signature
    • Schema definition
    • Example for Setting Query Activity Data from QAD CRM
• Product Information Resources