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