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

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.