Items that have been sold by your company and used for your client’s business is displayed in the Assets module. To record a new asset, click on the icon in the top-right. Then fill in the relevant fields: Part No: The Part No. is defined in the Products module. Simply…
Legrand CRM enables you to remove the link between a Legrand CRM account record and a Sybiz SQL account. Simply select the Legrand account record from the company list and go to the ‘Accounting’ tab. Click on the icon shown then select ‘Clear Link’. NOTE: Access to accounting information in Legrand…
Legrand CRM enables you to convert a LCRM Quote into a Sybiz SQL Sales Order. To convert a LCRM quote, the company record in Legrand CRM must exist in your Sybiz SQL accounting system. After you link the Legrand CRM company record to the Sybiz SQL account, go to the…
If you have a separate Legrand CRM record and Sybiz SQL record for the same customer, you can link the two records in Legrand CRM. Go to the Companies module and select the company record that has not been linked to Sybiz SQL. In the ‘Accounting’ tab, click on the icon…
Legrand CRM’s integration with Sybiz SQL enables you to import products and services from your Sybiz account into your CRM database. Go to the administration panel in Legrand CRM and click on ‘Accounting > Import Products’. The ‘Import Products’ window displays a list of all the products and services recorded in…
Legrand CRM enables you to import your Sybiz Customers and Suppliers into your CRM database with ease. Go to the administration panel in Legrand CRM and click on ‘Accounting > Import Customers & Suppliers’. The ‘Import Accounts’ window displays all the Sybiz Customers and Suppliers recorded in your Sybiz accounting system….
Legrand CRM enables you to remove the link between a Legrand CRM record and a ABM Accounting record. Simply select the Legrand record from the company list and navigate to the ‘Accounting’ tab. Click on the icon shown then select ‘Clear Link to ABM’. Alternatively, if you decide to change or…
Legrand CRM enables you to convert a LCRM Quote into a Sales Order in your ABM Accounting system. To convert a LCRM quote, the customer record in Legrand CRM must exist in your ABM Accounting system. After you link the Legrand CRM company record to ABM and create a quote…
In some cases, you may have a separate Legrand CRM company record and an ABM Accounting record for the same customer. Legrand CRM enables you to link an existing ABM Account to your CRM company record. Go to the Companies module and select the company record that has not been linked…
Legrand CRM enables you to remove the link between a Legrand CRM record and a MYOB AccountRight record. Simply select the Legrand record from the company list and navigate to the ‘Accounting’ tab. Click on the icon shown then select ‘Clear Link to MYOB AccountRight’. Alternatively, if you decide to change or…