FAQ

Default solution folder, feel free to edit or delete it.

How to Customize Your Module Names
The Tabs(modules) across the top of the page can be changed to meet your unique business requirements. For instance, some...
Wed, 4 Jan, 2017 at 9:15 AM
How to send emails from Legrand
How to send an email to a single contact: Drill down into the contact screen and click on the Email button on the actions pane to compose a ne...
Wed, 29 Jun, 2016 at 2:45 PM
Can I add additional fields to my contacts and companies?
Yes.  LegrandCRM provides a basic shell for you to start with. It is expected that you will want to add fields specific to your organisation.  ...
Tue, 5 Jul, 2016 at 11:02 AM
How to create email templates
Email templates are a time efficient way to deal with repetitive email messages. Instead of typing similar messages over and over again, y...
Fri, 1 Jul, 2016 at 11:37 AM
Can I extend my timeout setting?
No. It is a requirement of our accounting partners, QuickBooks and XERO, to allow no more than 30 minutes of inactivity prior to automatic timeout....
Tue, 5 Jul, 2016 at 11:34 AM
How to add documents?
Documents can be added as an attached file in an activity note eg Minutes of a meeting. Activities can be added to contacts and to opportunities. Search fo...
Tue, 24 Nov, 2015 at 12:10 PM
Can I restrict which functions people can use?
Yes. You can set the user permissions. It is a good idea to create a permissions matrix of all the personnel that might need access to your CRM. This is hel...
Mon, 21 Aug, 2017 at 1:45 PM
Can i restrict who can view accounting information in Legrand CRM?
Yes. You may not want all your users to have access to the accounting information that is stored in Legrand CRM.   To restrict ...
Mon, 15 Aug, 2016 at 2:26 PM
How to edit a custom field caption
1. Drill down into a contact or company Note:  If the Custom Field is for a Contact, drill-down into any contact. If the Custom Field is for...
Mon, 6 Jun, 2016 at 2:08 PM
How to set up email SMTP settings
To enable email functionality within Legrand CRM, you will need to obtain the outgoing email settings from your email provider. The settings ar...
Thu, 30 Jun, 2016 at 2:56 PM