Is there a limit of tags I can create?
No. Although at some point too many Tags become inefficient to use and manage.
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How to define different types of calendar events
- Kaye Chen
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…
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How to export from Legrand Cloud CRM?
- Kaye Chen
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…
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Can I print a list of calendar events?
- Kaye Chen
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
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Can I extend my timeout setting?
- Kaye Chen
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.
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How to populate drop-down lists
- Kaye Chen
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,…
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How to populate a custom field?
- Kaye Chen
Select a Company, Contacts or Opportunity record and click ‘Edit’. Click on the ‘Details’ section to expand the panel and enter data into the custom field. Click here to find out more on how to populate a drop-down field. Once you populate the data field, click ‘Save’.
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Are emails sent within Legrand Cloud CRM stored in the sent folder of Gmail or Outlook?
- Kaye Chen
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.
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Is there a limit to how many emails can be bulk sent?
- Kaye Chen
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.
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How to fix the problem with opening files exported from Legrand Cloud CRM
- Kaye Chen
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’.