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Date/Version
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Description
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Reference
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March 2015/6.7
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Added a chapter to introduce the Delete Duplicate Profiles functionality
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September 2014/6.6.3
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Added entity relationship diagrams
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April 2014/6.6.2
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Updated the information about Using Reports
|
--
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Updated the information related to Graph options in Maintaining the Dashboard
|
--
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March 2013/6.6.1
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Rebranded for version 6.6.1
|
--
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November 2012/6.6
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Updated information on using e-mail to submit visit reports
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October 2012/6.6
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Added steps for creating QADCRM category in MS Outlook
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|
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Updated steps for Activity Synchronization
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Updated settings for e-mail composition
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Added Exchange Server Settings
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Updated the options for Send Appointment Notification
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|
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Added a new section on Customer Visit Reports
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Added a new section on e-mail synchronization
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Added a new section on contact synchronization
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Deleted the description of creating custom buttons in MS Outlook
|
--
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March 2012/6.5.1
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All the screenshots have been updated to reflect UI changes on the webclient
|
--
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All references to (service) calls have been changed to issues throughout the book
|
--
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Updated and Sales Management overview to include the sales management process map
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Updated and Marketing Management overview to include the campaign management process map
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Removed the step regarding the Remember Settings option from the logging out steps
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Updated the information about common icons
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Updated the information about the Make a Note window
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Updated the information about using help
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Updated the information about general preferences settings
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Removed the step regarding the Associates shortcut menu in the Activities calendar
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Updated the information about searching for profiles and contacts
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Updated Customer Console information regarding changed search logic
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September 2011/6.4.4
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Updated the section on integration with Microsoft Exchange Server
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Added a new section on deleting sales quote lines
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