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Legrand CRM Edition/Versions supported by this solution

Version:

V5

Edition(s):
Corporate


LegrandCRM

ABA MS Exchange Calendar Export Utility 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).

 We developed this utility initially for a local site operating a telemarketing centre with sales reps out on the road. The utility enables them to create events within Legrand which are then downloaded to the rep's mobile device. The exported events include event details such as type and notes as well as additional information such as location and other contact/company details.

We also operate this utility internally largely to automate Legrand calendar events being included in our personal Outlook calendars (which also include personal appointments thus providing a full calendar view for work and personal events - accessible via Outlook, mobile devices and/or Outlook Web Access).

The utility operates on MS Exchange Services so only supports Microsoft Exchange Server 2007.

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.

For more information or to request a working trial of the utility feel free to contact us by email () or phone (+61 8 388 8087).

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