Go to the administration settings > select Word Templates. Click BROWSE. Navigate to the file location (usually a shared folder location) and select the template. Edit the document in Microsoft Word and press Ctrl + S on your keyboard to save.
Mail merge templates are Microsoft Word documents such as letters, forms, labels or reports. These templates combine text and merge codes that pull data from your Legrand CRM database to tailor documents for recipients or make internal reporting more efficient. Download our sample templates and the list of available merge…
Activity Notes help you keep track of every interaction you’ve had with customers and prospects. In Legrand CRM, you can define types of activities such as phone calls, emails or meetings. Defining activity types makes reporting quick and easy. For instance, you can see the number of activities recorded this…
In release 7.1.8, we’ve introduced the ability to authenticate with your mail server(s) using the OAuth 2.0 protocol. Microsoft refers to the OAuth 2.0 protocol as ‘modern authentication’ and is switching to this method from ‘basic authentication’ to improve data security. How does Microsoft’s deprecation of basic authentication impact Legrand…
In certain circumstances, it is necessary to install Legrand CRM as a 32-bit application rather than the default 64-bit. This mainly impacts customers who require Legrand CRM to integrate with the QuickBooks accounting package. For more information, view our release notes here. This article describes the steps needed to ensure…
Go to the Contacts module to schedule a calendar event with a contact. Select the contact record and click on the (+) icon in the quick access toolbar. Enter information about the calendar event and select ‘Click to add’ to specify the recurrence. Specify the appointment time, recurrence pattern and…
A mail merge is a process that uses data from Legrand CRM to generate tailored documents for your recipients. Mail Merge Contact List We recommend creating a contact list to perform a mail merge. You can use a Contact Worklist or Keyword Tags to create a list. Generate Word Mail…
An acknowledgement email is a response that lets the sender know you received their request. In Service Desk, you can enable the option to send an automatic acknowledgement email to the sender when you log their email as a ticket. Enable the option to send acknowledgement emails Go to the…
Close Opportunity Go to the Opportunities module and click on the Pipeline View. NOTE: You can close Opportunities in any of the Views. If you go to the Table View, double-click on the Opportunity to open the record and click ‘Close Opportunity’. In the Details View, select the Opportunity, click…
You can import product and service definitions from select accounting systems into Legrand CRM to record a customer asset. The accounting systems Legrand CRM integrates with include: ABM Accounting MYOB AccountRight MYOB EXO QuickBooks Sybiz SQL Import Products & Services Go to the administration settings and select Accounting > Import Products to…