ABA Data Merge Utility

In some instances, despite the best efforts, duplicate company or contact records maybe created in your Legrand database. This is usually the result of data import processes where data is imported for multiple sources. To ease the manual process of removing duplicates ABA have developed a data merge utility which enables the merging of duplicate records. The program is flexible in the functions it performs but the core process involves selecting the key record (the one that will be kept), then the duplicate records, specifying what components to merge (e.g. activity notes, events, contacts and/or keywords) and performing the merge. The program includes safety functions as well that creates a record of any records that a remove and also allows for activity note recording to track merge history. More information about this utility including screenshots  and a demonstration video is available here or by contacting us.

Customer Service (Job) Task Clone Utility

This is a utility we have developed which enables users to clone tasks from one customer service issue (often referred to as jobs or projects) to another. This means that when a new job is created that has a similar series of tasks associated with it, these can all be cloned to the new job rather than having to be manually created. More information about this utility including screenshots and a demonstration video is available here or by contacting us.

User Password Manager

This is a simple utility that enables users to change their own password for Legrand CRM without having to have administrator access. The utility also includes functions that enable administrators to enforce password strength rules (for example minimum length). More information about this utility including screenshots, a demonstration video and an evaluation download is available here or by contacting us.

MS Exchange Calendar Export

Our new export utility is designed for organisations operating Microsoft Exchange Server that desired the ability to automatically export calendar events from Legrand through to the associated user's Exchange calendar. For some organisations this simply bypasses the need for manual export of calendar events from Legrand to Exchange. For others it enables timely and automated export of events through to Exchange such that appointments are assessable on mobile devices (any device that support connection to a MS Exchange mailbox including BlackBerry devices). More information about this utility is available here or by contacting us.

Goldmine Data Conversion

AABA have developed routines to enable the conversion of Goldmine CRM data to Legrand CRM. Our data conversion service enables Goldmine users to easily convert to Legrand importing companies, contacts and history (including email correspondence if desired). More information about our GM conversion service is available here or by contacting us.

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