How to manage User Accounts & Roles
Legrand CRM uses login user names and optional passwords to manage accounts. Legrand CRM records each user’s action when creating...
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Administration
Control user permissions & roles, security, data storage and more.
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How to manage Data Storage
Attachments are stored in a shared network folder or in Legrand CRM Database (a SQL database). To control where you... -
How to define path file location for Opportunity Documents
Once you have set up Legrand CRM and log in for the first time a Legrand CRM pop up message... -
How to create templates
Legrand CRM allows you to use templates for various purposes such as mail-merging, faxing, producing reports and printing. Create new... -
How to configure the email settings for outgoing mail
Click on the menu icon in the top left to access the administration settings. Go to User Preferences > click Email...
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