When you create a Calendar Event, the ‘Type’ field is configurable to suit your requirements. For example, a calendar event type could be a client visit, meeting, product demonstration etc. In the Calendar module, you can filter by calendar event type. In the Calendar module, click ‘ADD’ to create a Calendar Event and select…
In Legrand Cloud CRM, the exporting feature is available in the Companies, Contacts, Opportunities and Jobs modules. Perform a search using the appropriate parameters to obtain a list within the module you wish to export from (e.g. list of contacts for the contacts module/ list of opportunities for the opportunities…
Yes. To do so: Navigate to Reporting, select Calendar Events, and specify the date range. Once the list of calendar events is produced, click the Save button the save the list as a PDF Print the PDF using standard print procedure
No. It is a requirement of our accounting partners, QuickBooks and XERO, to allow no more than 30 minutes of inactivity prior to automatic timeout. Please note this setting cannot be changed or extended.
Throughout Legrand Cloud CRM, there are configurable drop-down lists which you can populate. You can define as many values as you need and can edit, delete or set them as Inactive. To add values to the drop-down lists, click on the green icon on the right. In the Legrand pop-up,…
Emails that you send within Legrand Cloud CRM are not stored in the sent folder of Gmail or Outlook. Emails you send from within Legrand Cloud CRM are recorded as an Activity Note.
Yes. In Legrand Cloud CRM, you can email up to 100 contacts at once, given that your provider can handle that volume. For example, Gmail limits the number of recipients per email to 500.
If you experience an issue where you can not open a file exported from Legrand Cloud CRM, it is most likely that the file is blocked due to it ‘originating from another computer’. To solve this issue, right-click on the exported file, select ‘Properties’ then ‘Unblock’.
How to record a Company’s street or mailing address When you record a new Company, you can store information such as the company’s street address and mailing address. Navigate to the Companies module and click on the icon located on the right. Enter the company’s address details in the fields…
Legrand Cloud CRM has three user roles that have specific user permissions. The user roles include Read Only, Standard User and Manager. A manager can change a user’s role or change the permissions for a ‘Standard’ user role. Click on the settings icon and select ‘Users’ to manage user roles and permissions. …