Before performing your function setup, it is best to develop a detailed implementation plan that describes how the various system components will support your organization’s needs.

An implementation plan helps to identify how your existing business processes can be mapped to the system. In particular, your implementation plan should identify requirements for system security based on the needs of your various departments and personnel. For details on security, see System Security.

Use the components in the Settings menu to set up and configure your QAD CRM system.