CORP Edition Support

Companies Module 12

• Introduction – Companies Module
• Company Header
• How to identify the date a Company record was created and modified within Legrand CRM
• Company Interaction details
• Further Company details

See all 12 articles

Contacts Module 3

• How to merge two contacts
• How do I send an e-mail to single contacts within Legrand CRM?
• How do I export / update my Legrand CRM contacts to Outlook?

Campaign Module 3

• Can Campaigns be created using Companies, not contacts?
• How do I assign companies to a campaign list?
• How do I change the "Status" list in the Campaigns module Targets/Respondants

Opportunity Module 4

• Linking Calendar Events, Activity Notes or Tasks To Opportunities
• Managing Stages in Opportunities
• Opportunity Numbering
• Opportunity Processes - Defining Sales Processes and Stages

Calendar Module 1

• How can I set up a meeting for every week, or every month or every year?

Web Capture 1

• Can I use Web Capture to update information on a current company or contact

Accounting Link 7

• Error regarding insufficient permissions when accessing the accounting link.
• Legrand CRM Linking Existing Account in Legrand CRM and ABM Together
• Can companies that already exist in both Legrand and QuickBooks be linked together?
• Can I control which of my QuickBooks contacts are imported into Legrand CRM?
• How do I do customer quotes and can I convert them to order forms and then import into quickbooks?

See all 7 articles

Systems Administration 1

• Redefining Module Names And Colours

Legrand Outlook AddIn 4

• How to download and install the Legrand Outlook AddIn
• How to set up your Legrand Outlook AddIn
• Legrand Outlook AddIn Overview
• Conditional Formatting in Outlook

Legrand E-Marketing Sync 5

• How to download and install the Legrand E-Marketing Sync tool
• Setting up a connection with Constant Contact
• Setting up a connection with MailChimp
• Transferring mailing lists from Legrand CRM to Constant Contact
• Transferring mailing lists from Legrand CRM to MailChimp

System Maintenance 2

• Accessing Your Company Licence Usage Information
• Servicing your Legrand CRM SQL database for v6.5

Importing 2

• CSV import tips
• How to import data into Legrand CRM

SMS Integration 1

• Setting up SMS Integration

Quotation Module 1

• Changing your print template logo

FAQ 3

• C0000005 exception error
• Screen goes all white or all yellow when opening Activity note in Legrand CRM
• Unable to export on Windows 10

Licensing 2

• Releasing a Locked License File
• Replacing a damaged Legrand CRM license file

Reporting 1

• Excel Reporting for Legrand CRM

FAQ 9

• Yellow screen when trying to create/open ‘Activity Note’
• How to transfer a licence?
• Legrand CORP CRM Display Issue (Text Size)
• Error regarding insufficient permissions when accessing the accounting link.
• How to create multiple Activity Notes for a selection of contacts

See all 9 articles