Function information is supplied using various system setup features after the application has been configured with mandatory information. For details, see Administration Guide: QAD Customer Relationship Management.

QAD provides the Dump and Load Utility that helps transfer CRM system settings from one environment to another; for example, from the Pilot environment to the Production environment.

Go to the QAD KnowledgeBase on the QAD Support Website at http://www.qad.com/erp/Support/ for instructions on how to install and use the utility.