Duplicate Removal (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.

 

File Finder

A powerful new addition to the ABA Utility Suite, the file finder is designed to provide users with a powerful mechanism to search for files attached to Legrand CRM activity notes. Once a search is performed users can simply double click a file to open. Click here for more information.

 

File Import + Sent To Utility

The file import utility empowers users to easily import individual files and/or folders (including sub-folders) into Legrand CRM as Activity Note attachments.. Click here for more information.

 

Import / Data Migration Tool

The ABA Import Utility provides an easy to use interface for importing Activity Notes, Tasks, Opportunities and Customer Service records into Legrand CRM from CSV file (Excel). Designed to offer users flexibility, the interface provides various options for contact matching rules and supports import to all core fields.

This utility is extremely valuable to new sites particularly seeking to migrate information for other systems into Legrand CRM. Equally it presents a simple mechanism for existing clients to create records in bulk saving data entry time. Click here for more information.

 

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.

 

Password Manager

The password administration tool provides the ability for users to change their own password as well as administration functions to enforce password complexity and age requirements. As a result it is particularly valued by organisations with strict security policies and/or compliance regulations. Click here for more information.

 

QuoteWerks Link (integration for QuoteWerks + Legrand CRM)

QuoteWerks is a leading quote generation package used by over 50,000 users in more than 100 countries. Designed with a key emphasis on being able to quickly produce quotes in a system that is easy to used yet provides an enormous depth of features (for example advanced document layout management, tracking revisions, dynamic entry). This ABA integration utility bridges the gap between Legrand CRM as your contact management solution and QuoteWerks as your quoting system. Result is an integrated CRM solution that includes quote generation and management functions. Click here for more information.

 

Workflow (task clone) Utility

ABA Task Clone provides the ability for users pre-populate an opportunity or customer service record within Legrand CRM with a listing of tasks. This saves users having to manually create a series of tasks particularly useful when many tasks are required and/or to ensure users follow a pre-defined set of tasks.

The concept is simply based on users being able to select a “template” which is a opportunity or customer service record (works for either module) within Legrand CRM then select the new record they wish to setup the task series for. With some options for date settings and user assignment, the utility then creates the list of tasks based on the task list on the template record.

We are presently seeking to extend this functionality to offer automated functions. This will include the ability to automatically generate tasks based on specified actions such as creation of a new sales opportunity or progression of an opportunity to the next stage (hence enabling tasks to be created automatically for each stage once reached). Please contact us for more information on these enhancements. Please contact us for more information.

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