QAD Customer Relationship Management 6.7.2 > Release Notes > QAD Customer Relationship Management Release Notes > Release Notes for Release 6.7
  
Release Notes for Release 6.7
QAD CRM Version: 6.7
Release Date: March 2015
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 2015 EE
QAD CRM Documentation: QAD CRM Installation Guide (78-0927-6.7), QAD CRM Administration Guide (70-3095-6.7), and QAD CRM User Guide (70-3192-6.7) have been updated for this release.
New and Changed Features
This release of QAD CRM is a maintenance release and includes the following features and certifications:
• Deletion of Duplicate Profile (De-Dupe) functionality added
• Progress OE11.4 supported
• Integration with Microsoft Exchange 2013 certified
Fixes
 
Internal ID
Fixed Issue Description
Affected Versions
CRM-4595
Rectified the issue where the Opportunity Line “Margin%” security was based on the Net Price field. It has been fixed to be based upon the Cost Price field.
 
CRM-4769
A new Security Certificate has been added to this release. Previously, the Security Certificate had Expired for CRM Web Client and needed to be manually refreshed with the new certificate.
 
CRM-4157
The Admin Service has been modified so that the automation jobs are stopped when the instance is not active. Previously, the Admin Service jobs still ran even if the admin service instance was inactive.
6.5+
CRM-4134
You can send the contacts or use the filters when contact transfer is set to manual on Remote Sales. Previously, you could not send contacts to the Exchange Server in Remote Sales.
6.6+
CRM-4630
The Exchange automation creates a QADCRM category on the calendar folder of a user mailbox. Previously, it failed to create this folder.
6.6.1+
CRM-4741 /
ERQS-565
Added a message and an option that allows you to specify whether the deletion of a contact is going to result in the deletion of all opportunities and any other associated data. Previously, all associated data was deleted without warning.
6.5+
CRM-4768 /
CRMS-166
The Profile Summary Report now is sorted based upon the start date and time. Previously, it was sorted on the Subject.
6.6.1+
CRM-4771
Excluded program rtxthist.p from being copied to the back-end server as it is not required there. Previously, this program was being copied to the Linux server back-end code and the result was a compile error.
6.6.1+
CRM-4775
Removed the file pxttmsg.i from the integration/mfgpro folder. Previously, this file was there as well as the si/xrc directory, and the one in the integration/mfgpro folder was obsolete.
6.6.1+
CRM-4781
Appointments and tasks are synchronized for a new CRM user from Exchange. Previously, Exchange integration failed to synchronize Appointment and Tasks of a new CRM user from Microsoft Exchange to CRM for the first time.
6.6.1+
CRM-4795
Contact Persons no longer displays the contact name of the first record as blank after executing a search twice. Previously, after two consecutive searches, the contact name appeared blank.
6.6.3
CRM-4823
The Export to Excel includes the field headers. Previously, no column headers were displayed within the Excel output.
6.6.2
CRMS-91
All Profiles and other CRM programs now perform sorting successfully when column headers Object Desc., Object Type, Filename, Location, Linked By, and Linked Date are clicked in their Attachment tab. Previously, sorting was not done.
Note: This issue has been addressed since the 6.6.2 release.
6.6.1
CRMS-154
Users can only access the cost price if they are authorized access. Previously, users could access the cost price field even if they were not authorized to.
6.6.2+
CRMS-159
Remote Node and Host Machine are included in automatic synchronization. Previously, Node Send and Receive Settings were not being taken into account and automatic synchronization was failing.
6.6.1+
CRMS-161
The maximum value for a user-defined field has been extended. Previously, the maximum value for user-defined field decimal format was 9,999,999.
6.5+
CRMS-162
A message to inform the user that an e-mail cannot be composed using the chosen template has been added. Previously, there was no message and the template body was pasted into the Microsoft Outlook e-mail composing screen when the e-mail address was not defined for a selected profile/contact.
6.6.1+
CRMS-164
Contact name is saved when a user is trying to change the contact name from the generic “Sir/Madam” to something else. Previously, there was no way to save the Contact name using Edit Contact in All Profiles.
6.5+
CRMS-165
Rectified a compile issue with program pupderpkey.p. Previously, there was a problem with the installation and compilation of hotfix CRMS-147 if it was delivered in a Linux environment.
6.6.1+
CRMS-167
Added validation to ensure that a blank Contact name cannot be saved within in All Profile - Contacts and Contact Persons. Previously, there was a possibility of a blank contact name being saved.
6.6.1+
CRMS-156
History (proftrnx) is updated correctly. Previously the “Make a Note” did not display the user-defined error specified in the Field Object Manager.
6.6+
CRMS-149
CRM Reprice functionality gives the same result as the what-if function. Previously, the Reprice button did not give the same result.
6.6.1+
CRMS-173
Profile Add Wizard issues an error message for mandatory fields. Previously, it would save a profile record when a user-defined field failed validation.
6.6.3
CRMS-174
Quote details now transfer the correct credit terms to the ERP when CRM-to-ERP integration is turned on. Previously, incorrect credit terms were transferred.
6.6.1+
CRMS-175
All Profiles now displays updated “customer class” when this field is updated in the ERP for a Customer when ERP-to-CRM Integration is on. Previously, the changes to Customer class in ERP were not updated to CRM.
6.6.1+
CRMS-177
Lookup values no longer display duplicate country codes when the description of a country code is changed in ERP and now display the updated description of existing country code. Previously, duplicate country codes were displayed.
6.6.1+
CRMS-178 /
CRMS-179
The Service Queues, All Profiles Menu, and a number of other programs within CRM no longer display the Progress error “Attempt to update ADMProps record data exceeding 32000. (12370)” when the logged-in user is not a system administrator and belongs to two teams having large number of sub-teams. Previously, the Progress error was displayed.
6.1.1+
CRMS-180
All Profiles now displays the column Industry in Show Columns, Sort option, and Profile Browser. Previously, the column Industry was not displayed.
6.6.1+
CRMS-183
Product no longer displays field in Hidden Columns when Show Column is selected and Field Object Manager for that field “Enter Permission Group(s) who can see this Field" is assigned a Group the logged user is not assigned to and “Enter those User ID(s) who should not update this Field” has a value of other user. Previously, the field was displayed in Hidden Columns.
6.6.1+
CRMS-184
All Profiles no longer displays the error “update canceled” when a Profile is updated with a team that does not belong to the logged user.
6.6.1+
CRMS-185
All Profiles now displays the user-defined error specified in Field Object Manager for the access_list field and does not create the profile when access_list is defined as non-blank in Field Object Manager and user tries to create new profile without entering any values on this field in Further Details tab. Previously, the error message was not displayed and the profile was created.
6.6.3
CRMS-186
Profile Filter and functions within CRM no longer display the PROGRESS error “Attempt to update ADMProps record data exceeding 32000. (12370)” when the logged-in user is not a system administrator and belongs to teams having large number of sub-teams.