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 CRM is subject to user permissions. Instead of removing the accounting integration, you can hide the ‘Accounting’ tab for selected users who may not need access the information. To change permissions for selected users, go to the administration panel in Legrand CRM. Click on ‘Users > Manage Roles’. In the ‘Manage Roles’ window, click on ‘Change Role Permissions’. Under the ‘Permission Category’ list, click on ‘Accounting Link’ then use the check boxes to change what accounting information the user can access.
View our detailed guide in Administration from our knowledge base to find out more on how to manage user roles and permissions.
Alternatively, if you decide to change or remove the entire accounting link, go to the administration panel in Legrand CRM and click on ‘Accounting > Configure Sybiz SQL Link’.
In the configuration window, select a different accounting system or ‘None’ then click ‘SAVE’.