Go to the Service Desk Inbox, select an email and click ‘Create Issue’. Use the drop-down lists to assign a support agent and select the ticket’s type and status. In the ‘Properties’ section, you can set a priority, link an Asset, link an Opportunity and store additional information in the…
The Service Desk module provides the option to retrieve emails sent to a specific address and stores them in the ‘Inbox’ view. You can enable this feature and specify the email address in the Service Desk settings. Go to the Service Desk module and click the settings icon on the…
Prerequisite: Download and install the Legrand CRM Outlook add-in from our site here. Note: Legrand CRM will no longer develop and update the Legrand CRM Outlook Add-in for desktop Outlook as the new Outlook for Windows does not support COM add-ins. However, Legrand CRM will release a new version of the Outlook add-in…
Click here to visit the Legrand CRM Outlook Add-in download page. Click the link for the Outlook Add-in version you would like to download. The link will direct you to a Dropbox page to download the Outlook Add-in. Note: Legrand CRM will no longer develop and update the Legrand CRM Outlook…
The Legrand CRM Outlook Add-in is a key productivity tool that provides a live connection between Outlook Desktop and your CRM database. Use the Outlook add-in to transfer emails to your CRM, view contact history and record CRM activities from within Outlook. Note: Legrand CRM will no longer develop and…
Renewing a licence Click Renew Licence. Enter your Name, Email, Serial Number, Site Number and Administrator’s Email in the licence renewal form. Once you complete the form, click REGISTER. Ensure you renew the licence before the expiry date. Once a subscription has expired, the login will be disabled. Removing a…
Once you install and launch the Legrand CRM application, the login screen displays the following licence registration options: Register Licence: Register either a Desktop licence for use on the PC or register a Server licence for use on the server. Trial Registration: 15 day trial on the PC. Named User…