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How to configure screen layout & settings

You can adjust how your screen appears in Legrand Cloud CRM by adjusting the user settings

Legrand Cloud CRM has a configurable interface which enables you to create a CRM system that suits your business needs and user preferences. Click and drag information panels up or down in the Snapshot module to change the order. Click on the arrows to expand and view information within the panels or hide it. Legrand CRM also enables you to display only the columns that are relevant to you and in the sequence you prefer. Click on the list column headers in the Companies or Contacts module to show or hide specific columns. For advanced configuration, go to the administration panel. You can alter the module names, default currency, screen size, calendar, contact preferences and more. 

Module Names:

To change the Legrand module names, go to the administration panel. Under the header ‘Settings’ click on ‘Module Names’. In the new screen, select ‘Specify Module Names’ and type in the new module names in the text fields (singular and plural). For example, the Companies module can be renamed to ‘Accounts’. Therefore, each company record will be referred to as an ‘Account’.  

Screen Size:

To change the screen size, go to the administration panel in Legrand Cloud CRM. Under the heading, ‘User Preferences’, click on ‘Screen Size’

In the pop-up window, use the drop-down list to select a new screen width. Another option is to use 100% this will ensure that all data is displayed on the screen when your browser window is any size. Select ‘Save’ to implement the changes.

Time zone and Calendar:

To change the time zone and calendar settings go to the administration panel in Legrand Cloud CRM. Under the header ‘User Preferences’ click on ‘Time zone & Calendar’. In the Legrand pop-up window, use the drop-down list to select your time zone and select a date format. In addition, you can also change the settings for the Calendar module. You can change the time slots within the calendar, specify the day you start working and set your working hours. Once you have made changes to the settings click Submit’

Contact Preferences:

Legrand enables you to change how contact names are displayed within your Cloud CRM database. Go to the administration panel in Legrand Cloud CRM. Under the heading ‘User Preferences’ click on ‘Contact Preferences’. In the Legrand pop-up window, select one of the two options. You can display the contact name as ‘First Name, Last Name’ or ‘Last Name, First Name’. Once you selected one of the options click on ‘Submit’

Default Currency:

To change the default currency used in Legrand Cloud CRM, go to the administration panel. Under the heading ‘Settings’ click on ‘Default Currency’. In the Legrand pop-up, select a new currency and click Save’

Updated on 7 September 2022

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