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Legrand CRM 5.0 supports Windows VistaTM & Microsoft Office 2007TM

 

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Legrand CRM Calendar

Legrand CRM has extensive functions relating to calendaring, group/team calendar management as well as resource scheduling. Key calendar functions include;

Arrow Bullet Creation & management of calendar events - events are created by a user to which it will most likely be linked to a contact within the database.

Arrow Bullet Group calendar - Legrand allows for the scheduling of appointments on behalf of others,check availability/activity and report on the activity of users. Groups can also be used to easily manage calendar functions between internal user groups or departments.

Arrow Bullet Resource scheduling - support for resouces to be allocated against calendar events. This enables the management and scheduling of resources. Common resources include; equipment (e.g. specialist machinery or aprojector), venues (e.g. board room orvisitor carpark) or a vehicle (e.g. a delivery van or common work car).

Arrow Bullet Customisable view & reporting - users are also flexible in the ability to specify the layout and colours of their calendar. In addition users can specify which other users events they would like displayed on the screen.

Arrow Bullet Historical reference - generally calendar events will be linked to a contact within the database. This enables users to review calendar history when a contact is displayed.

Arrow Bullet Tracking against campaigns, opportunities & customer service issues - calendar events can also be linked to marketing events/campaigns, opportunities and/or customer service issues. This enables users to monitor the works directed towards these and retrospectively report on the level of input against effectiveness.

Arrow Bullet Resource scheduling - Legrand also enables users to schedule resources (for example a boardroom and/or projector) such that other users are able to track availability of organisational resources within one central calendaring system.

Arrow Bullet Outlook integration - Calendar events (as with tasks and contacts) can easily be transfer to and from MS Outlook. Users can imports calendar events for their Outlook file or transfer events into Outlook. This can be done on a record-by-record basis or in mass. An screen shot of the export to Outlook functions is displayed below.

Legrand CRM Calendar

 

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