Using Legrand CRM 5.0 with QuickBooks PRO, Premier & Enterprise 2007 and 2008
Legrand CRM Accounting Link provides a simple, yet effective way to link your CRM data to your QuickBooks PRO, Premier and
Enterprise 2007 accounting data. Legrand’s Accounting Link further increases the effectiveness of your office systems by creating a
seamless link between CRM and accounting data – no more double entries, no more wasted time.
Legrand 4.6x Accounting Link to exchange data with MYOB Accounting & Premier
Legrand CRM Accounting Link provides a simple, yet effective way to link your CRM data to your MYOB Accounting and MYOB Premier accounting data by using the MYOB v6.0.13 ODBC driver.
Legrand CRM’s Accounting Link increases the effectiveness of your office systems by creating a seamless link between Legrand CRM and your MYOB accounting system – no more double entries, no more wasted time.
Using Legrand Accounting Link to exchange data
with ABM accounting data
Legrand CRM Accounting Link provides a simple, yet effective way to link your CRM data to your ABM
accounting data. Legrand CRM’s Accounting Link increases the effectiveness of your office systems by creating
a seamless link between Legrand CRM and your ABM accounting system – no more double entries, no more
wasted time. This is a detailed guide on how to easily link the two systems together.
How to setup Legrand CRM Corp Edition.
This tech note covers installing Corp on a SQL server and upgrading a Legrand CRM Pro Edition database to SQL. Does NOT cover setting up the required MS SQL server.
Creating an ODBC link between Legrand and MS Access
This application note details the steps required when creating an ODBC link between Legrand CRM and MS Access. This link can then be used to perform queries and create MS Access reports. Accessing Legrand CRM data using Microsoft Query
Legrand CRM databases are accessible via ODBC compliant applications. One such application is Microsoft Excel. Microsoft Excel includes a database query tool, Microsoft Query. Although quite restricted in its capabilities Microsoft Query provides a convenient way to extract data from ODBC compliant data sources. If installed as one of the Excel components Microsoft Query will be available in your Excel session under the Data menu.
Group Membership
Legrand CRM handles groups. Going beyond simple grouping of contacts, this feature is designed to help users manage their 3rd party inter-company relationships i.e. parent / child, head office / regional office, distributor / customer or realtor / tenant.
Under the ‘Group Members’ TAB you can quickly identify all the companies.
Legrand CRM Outlook Add In
Legrand CRM provides a convenient interface between Microsoft Outlook’s email folders and the Legrand CRM database enabled with an Outlook AddIn. The AddIn significantly improves day-to-day productivity and provides an alternative way to archive email in Legrand CRM sent or received via Outlook.
Preparing and sharing a Master database.
This applications note is to assist preparation of the Master database onto a server in a shared folder for access by other Legrand CRM users. Once installed, the shared folder will make available the Legrand CRM datafile to other Legrand CRM clients who log onto on the same LAN.
Data Synchronization
As a company with many laptop users who travel frequently, synchronization has always been an extremely important matter at Legrand Software. It should come as no surprise therefore that Legrand CRM comes with a strong data synchronization function.
Changing the Public Holidays xml file
The default public holidays displayed in the Calendar module of Legrand CRM are defined in Legrand by the publicholidays.xml file. This file is located in the Templates folder within the database folder and this application note covers changing the contents.
Extend the Power of Your Legrand CRM
Tailor Legrand CRM to meet your unique business needs with these optional add-on modules.
Customer Service Module
Track customer service from initial contact through resolution with this practical and inexpensive solution for managing and measuring issues.
Item Tracking Module
Turn past sales information into targeted marketing and sales opportunities. This module helps you leverage the information in your customer database, tracking physical or service "items" that you sell to customers.
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