This section describes working with profiles and contacts. It discusses the following topics:

Overview
Explains how the Profiles module is used in the CRM system.

Searching Profiles and Contacts
Lists and describes different searches and the criteria required to use them, and explains how to search profiles and contacts using keyboard inputs.

Working with Profiles
Explains how to use the All Profiles screen, add profiles, maintain profiles, attach profiles to nodes, send profiles to campaigns, copy address labels to clipboards, view reports, send to QAD ERP, and view the customer console.

Filtering Profile Records
Explains how to use the Profile Filter screen.

Maintaining Profile Relationships
Explains how to use the Profile Relationships screen with a section on maintaining hierarchies.

Working with Contacts
Explains how to use the Contact Persons and Contact Details screens.

Maintaining Contact Details
Explains how to add, copy, and filter contacts, print mail labels, and send contacts to campaigns.

Synchronizing Contacts
Explains how to synchronize Contacts between Microsoft Outlook and QAD CRM.

Enterprise Applications Integration Considerations
Explains how to send customer profiles to Enterprise Applications, user customer template records, and discusses differences in the Enterprise Edition.

In the QAD Customer Relationship Management (QAD CRM) system, a profile is a business that has an association with your organization. A profile can be a customer, prospect, competitor, or supplier. Details of a profile include office addresses, contact people within the organization, and information about the organization, such as its annual turnover and the number of employees. A profile record also includes information on how you evaluate the concern for business purposes.

Contacts are people working for a profile, with whom you communicate for conducting business-related activities. Your company maintains its relationships with the profiles in its database through these respective contacts. For example, you may contact a manager working for a profile to make a business appointment. In this case, the manager is a contact person. There can be more than one contact person specified for a profile.

The Profiles module forms the core of the QAD CRM system. It is designed to assist you in managing your profile and contact details effectively. You can specify comprehensive customer information here that becomes the basis for other major modules like Opportunities, Campaigns, Activities, and Reports. If you enable QAD ERP integration on your system, you can transfer profile information to QAD ERP and receive customer information from QAD ERP. Using the Generic Data Import utility of QAD CRM, you can import profile and contact details from external sources. The Profiles module ensures easy creation and maintenance of database records that can later be used extensively in sales and marketing efforts.