FAQ

Frequently Asked Questions

Yellow screen when trying to create/open ‘Activity Note’
  If you are seeing a yellow screen when trying to create or open an ‘Activity Note’, what you are seeing is a highly magnified view of your ‘Activity ...
Thu, 12 May, 2016 at 12:17 PM
How to transfer a licence?
Overview: Legrand CRM is licenced on a per-machine basis for desktop clients and is locked to a specific machine when it is first registered....
Tue, 23 Aug, 2016 at 3:51 PM
Legrand CORP CRM Display Issue (Text Size)
In order for Legrand CORP CRM to run without display issues, Custom DPI settings must be set at 100%. However, recently purchased computers may ha...
Mon, 23 May, 2016 at 2:14 PM
Error regarding insufficient permissions when accessing the accounting link.
This error indicates that the logged in user does not have sufficient permissions to access the Accounting Interface. To grant permissions to...
Tue, 8 Dec, 2015 at 12:57 PM
How to create multiple Activity Notes for a selection of contacts
LegrandCRM allows end users to create multiple activity notes for a selection of contacts. This feature can be found by firstly selecting the contacts ...
Tue, 23 May, 2017 at 1:11 PM
How Can I Find Back All Companies That Have Had No Recent Activity?
For some business's to have regular contact with your client base is essential. But how can I find out which accounts have not had and recent activity?...
Tue, 17 Nov, 2015 at 2:51 PM
How can I identify my priority tasks versus all the other tasks I have?
There are two options to view your tasks list, the first option is in the snapshot module by having the option tasks selected. ...
Tue, 17 Nov, 2015 at 3:13 PM
How to complete multiple tasks rather than completing individually
If you wish to complete multiple tasks in one mass update rather than individually opening each task and clicking a tick into the complete field and then sa...
Wed, 25 Nov, 2015 at 1:31 PM
Why is a document attached to a company record overwritten every time that document is modified and attached to a different company record?
If you attach a document (e.g. C:\Desktop\Main Document.doc) to Company A and give it a file description of “1st company document”, a copy of Main Document....
Wed, 25 Nov, 2015 at 2:11 PM