Managing Customer Visit Reports
You can compose and submit visit reports from any e-mail client and do not need to log onto the QAD CRM system.
To submit a report using e-mail:
1 From your e-mail client, create a new e-mail.
2 In the recipient field, enter the QAD CRM Mail Room Address.
The QAD CRM Mail Room Address is maintained by the system administrator on the E-Mail tab in Settings|Mail Server Integration|Settings And Switches.
3 In the Subject line of your email, enter the text Visit Report- followed by the e-mail address of the contact who you visited.
You can use any of the listed subject formats to submit a visit report to the QAD CRM system.
• Visit Report-<CONTACT_EMAIL_ID>
• Visit Report-<QAD_CRM_CONTACT_ID>
• Visit Report-<CONTACT_EMAIL_ID>:Opportunity-<QAD_CRM_OPPORTUNITY_ID>
• Visit Report-<QAD_CRM_CONTACT_ID>:Opportunity-<QAD_CRM_OPPORTUNITY_ID>
4 In the e-mail body, compose your report content.
5 Send the e-mail when you finish.
When the e-mail is sent, the visit report details are attached to the Profile. The authorized users can access the report details from the Activities tab in the All Profiles module.