QAD Customer Relationship Management Release Notes > Release Notes for Release 6.6.3
  
Release Notes for Release 6.6.3
QAD CRM Version: 6.6.3
Release Date: September 2014
QAD ERP Compatibility: QAD 2007.1 SE, QAD 2008 SE, QAD 2008.1 SE, QAD 2009 SE, QAD 2009 EE, QAD 2009.1 EE, QAD 2010 SE, QAD 2010 EE, QAD 2010.1 EE, QAD 2011 SE, QAD 2011 EE, QAD 2011.1 EE, QAD 2012 EE, QAD 2012 SE, QAD 2012.1 EE, QAD 2013 EE, QAD 2013.1 EE, QAD 2014 SE, QAD 2014 EE
QAD CRM Documentation: Installation Guide: QAD CRM (78-0927-6.6.3), Administration Guide: QAD CRM (70-3095-6.6.3), and User Guide: QAD CRM (70-3192-6.6.3) have been updated for this release.
New and Changed Features
This release of QAD CRM is a maintenance release and includes the following certifications:
• Progress OE11.3.2, OE10.2B08
• Windows8 64 bit for CRM deployed with OE10.2B07, OE10.2B08, OE11.3.1, or OE11.3.2.
• Windows8.1 64 bit for CRM deployed with OE10.2B08 or OE11.3.2.
Fixes
 
Internal ID
Fixed Issue Description
Affected Versions
CRMS-140 / Q1082126
CRM creates the debtor in the ERP when Spanish and Chinese characters with spaces in the profile name and contact name. Previously in this scenario, the debtor was not created.
6.5.1+
CRM-4522
The Define Field Ranges section within the User Defined Report wizard was not accessible after clicking the Next button.
6.6.2
CRM-4533
The first letter was not completely visible from within Report View.
6.6.2
Q1082796 /
CRMS-142
Admin Service fails to initialize when the server is restarted.
6.6.1+
CRMS-139
Quote Print correctly prints the Item description when it contains special characters like “+”. Previously in this scenario, the Item Description was incorrectly displayed.
6.5.1+
CRMS-136
Activities and functions display the default filter when CRM is restarted after a new filter was created with “Default” checked. Previously in this scenario, default filter was not displayed.
6.6.1+
CRMS-134
Opportunity Line Details no longer moves control to “Product Id” field and modifies it when an existing Opportunity line is copied to a new line using the Copy button and the quantity field modified. Previously in this scenario, the control was moved to the Product Id field and modified it.
6.6.1+
CRMS-125
Contact/Profile does not default correctly from Make a Note when creating a Follow-up Activity from the Note if the “Associate it with:” has no records attached.
6.6.1+
CRMS-124
Standard Reports displays History Report when option “Run this report” is selected on History Report and report component is not installed on the client machine. Previously, in this scenario, report was not displayed.
6.6.1+
CRMS-123
All Profiles no longer truncates the telephone number upon saving data with “Extension:” having more than four digits.
6.6.1+
CRMS-121
Copy Contact no longer displays error “Invalid profile (2041)” when contact is selected from an existing Profile to copy to another Profile with the same name by selecting another profile from Find Profile/Contact window. Previously, in this scenario, error message was displayed and contact was not copied.
6.6.1+
CRMS-120
Opportunity > Other Stages does not display “INVOICED” data after the Order was completely shipped and invoiced in QAD ERP.
6.6.1+
CRMS-118
All Profiles and certain functions now allow the use of up/down arrow keys in a User Defined Field (UDF) of type “Editor”. Previously, in this scenario, the up/down arrow keys did not work.
6.6.1+
CRMS-117
Attachment tab of All Profiles now correctly opens files attached from a folder named in other language alphabets (e.g., Polish) when CRM is using UTF-8 code page. Previously in this scenario, the error “Cannot find appropriate application to open. Make sure that the file and path name are correct” was displayed.
6.5.1+
CRM-4671
AdminService administrator was not able to receive notification email when CRM AppServer could not be connected.
6.6.2
CRM-4672
Customer Console > Go to QAD ERP > Account > Customer Account throws a CRM error 2795.
6.6.2
CRM-4606
QAD CRM has been modified so that the integration now tries to connect to the AppServer using the Direct Connect method first; if this way does not work, it then connects using the AppServer Server name (the “Application Service” name defined in the CRM screen “AppServer Service Maintenance”).
6.5.1+
CRM-4580
From within Tools and Utilities > Event Log > Activity Automation, the format of the log was not correct. Users were not able to check integration info properly.
6.6.2
CRM-4615
In CRM 6.6.2, some labels in Users > Exchange Server Settings were changed. Some labels were duplicated and may have been confusing.
6.6.2
CRM-4515
Changes to the field foreground color setting were not saving.
6.6.1+
CRM-4523
Changes to the foreground and background color for fields of User Reports are not working.
6.6.1+
CRM-4534
After an export within the Planned Activity Report, the Save button is enabled. Previously, the Save button was disabled after an export and users were not able to save changes.
6.6.2
CRM-4627
Entity Relationship Diagrams have been added to the CRM User Guide.