FAQ
Default solution folder, feel free to edit or delete it.
To modify the contacts which display in the drop down menu for companies and contacts, select a company/contact and Edit.
Near the country opt...
Fri, 18 Dec, 2015 at 10:53 AM
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
No. It is only available for Outlook and Windows.
Thu, 30 Jun, 2016 at 3:21 PM
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
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
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
Yes.
Typically the information you want to track associated with ‘Companies’ and
‘Contacts’ is different.
Thu, 10 Dec, 2015 at 9:52 AM
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
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
No. An email that is sent from Legrand Cloud CRM is recorded as
an Activity Note.
Wed, 20 Jul, 2016 at 12:05 PM