Goldmine
Data Conversion
ABA
have developed a utility to support
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.
ABA
Data Merge for Legrand CRM
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 is
available here
or by
contacting us.
Customer Service (Job) Task Clone Utility for Legrand CRM
This is a new 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 is
available here
or by
contacting us.
MS Exchange Calendar Export for Legrand CRM
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
including screenshots is
available here
or by
contacting us.
Legrand Pocket Sync
PocketSync extends the functionality of Legrand CRM, to allow the synchronisation of your Contacts, Appointments and Tasks with your Pocket PC. This will not only help improve productivity, but will ensure that you are ready to take that call, wherever you are.
