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…

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.

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…

In Legrand Cloud CRM, you can attach documents to an activity note, company record and contact record.  Navigate to a company or contact record and click on the plus icon to record an activity note.  Enter the activity note details and click ‘Attach file’ to attach a document. You can also attach…