FAQ

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

Is there a limit to the number of Keyword/Tags?
No. Although at some point too many Keyword/Tags become inefficient to use and manage. See the attachment for more detail on Keywords/Tags and Custom Fi...
Wed, 4 Jan, 2017 at 8:44 AM
Will the Legrand email integration work with Apple email or Outlook for Mac OS?
No.  It is only available for Outlook and Windows. 
Thu, 30 Jun, 2016 at 3:21 PM
Exporting from Cloud CRM problem
If you are experiencing an issue where by exported documents are not opening in excel, the file is probably being blocked as your PC will see it as ‘ori...
Mon, 22 Aug, 2016 at 11:20 AM
Will the Gmail extension work on Mac OS?
Yes. The Gmail extension is compatible with Google Chrome and does not depend on the operating system being used.  For information on how to get ...
Thu, 30 Jun, 2016 at 3:26 PM
Can I print a list of Calendar events?
Yes. To do so:  Navigate to Reporting, select Calendar Events, and specify the date range.  Once the list of calendar events is p...
Mon, 4 Jul, 2016 at 12:06 PM
Can I create unique Keyword Tags in both the ‘Companies’ and ‘Contacts’ Modules?
Yes. Typically the information you want to track associated with ‘Companies’ and ‘Contacts’ is different. 
Thu, 10 Dec, 2015 at 9:52 AM
Is the Notes field in the Companies and Contacts Modules a searchable field?
No. Only ‘Core Data Fields’ and ‘Custom Fields’ are searchable under ‘Advanced Search’ in the Companies and Contacts Modules. ‘Notes’ is primarily used fo...
Thu, 10 Dec, 2015 at 9:54 AM
Is there a limitation on how many bulk emails can be sent from within Legrand Cloud CRM?
  Yes. How many emails you can send at one time from within Legrand Cloud CRM is a limitation of your email provider. For example, Gmail restricts se...
Mon, 4 Jul, 2016 at 3:21 PM
Are emails that are sent within Legrand Cloud CRM stored in the sent folder of Gmail or Outlook?
No. An email that is sent from Legrand Cloud CRM is recorded as an Activity Note.
Wed, 20 Jul, 2016 at 12:05 PM
How to populate a custom field?
Drill down into a contact/company. Click on Edit   Expand the details drop-down and populate the fiel...
Thu, 14 Jul, 2016 at 2:23 PM