The Calendar module provides a shared view of all scheduled tasks and calendar events/appointments in Legrand CRM. You can add or edit records and view the calendar for a selected User or User Group. Legrand CRM also integrates with Microsoft Outlook which enables you to import appointments or export them…
Once you have set up Legrand CRM and log in for the first time a Legrand CRM pop up message will appear. Click ‘OK’ and go to the administration panel in Legrand CRM. Click on Opportunities > Opportunity Documents. In this window, you can define the path to store documents related to the…
Attachments are stored in a shared network folder or in Legrand CRM Database (a SQL database). To control where you want to store data, go to the administration panel in Legrand CRM. Click Data > Attachment Storage and select one of the data storage options. Store Attachments in Shared Folder When storing the…
Legrand CRM uses login user names and optional passwords to manage accounts. Legrand CRM records each user’s action when creating or editing a record. Therefore, it’s highly recommended for team members using Legrand CRM have separate login accounts to easily view who made any changes. To manage User Accounts and User…
Go to the administration settings in Legrand CRM and select Users > User Accounts. Select the user account and click Has Web Access. After you tick the box, enter a web password and re-enter it to confirm. Once you enter a password, click SAVE to grant the user web access.
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 Licensee: Named User…
Legrand CRM stores data on the server in two or, in some cases, three separate locations. Data is stored in a SQL database, a ‘shared folder’ and in some cases, a separate ‘opportunity documents’ folder. The ‘shared folder’ is a file that is shared on a server and is typically…