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 OAuth2.0 Protocol impact Legrand CRM? Microsoft’s…
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…
When you create a ticket, you can enable a feature that sends an acknowledgement email to your contact. You can enable this feature and edit the email template to suit your business requirements in the Service Desk settings. Go to the Service Desk and click on the Settings icon. Select…
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…
A mail-merge is a process that uses data from a database to generate custom emails, newsletters or other documents. To generate a mail merge in Legrand CRM right-click on the selected contacts then select Word Mail Merge. Click on BROWSE to select a Word template. You can create an activity note to document…
Accounting Summary Go to the Companies module and select a company. Users with permission should be able to access the ‘Accounting’ tab. The accounting summary shows the customer’s account code, accounting ID, account type, sales statistics, receivables and notes from Sybiz SQL. Enable Live Access If you have ‘Live Access’ enabled, Legrand CRM will…
Go to the Companies module to select a company record and click the ‘Accounting’ tab. In the accounting panel, select the drop-down menu and click ‘Create new Customer account in Sybiz SQL’. Use the drop-down field to select a Customer Group, Term and Sales Person then click ‘CREATE’. After creating the…
Go to the Companies module and select the company record. In the ‘Accounting’ panel, click on the drop-down menu and select ‘Clear Link to QuickBooks’. If you decide to change or remove the entire accounting link, go to the administration settings and select Accounting > ConfigureQuickBooks (US, UK, AU/NZ, Canada) Link. Select ‘None’ and…