Archive for November, 2009
Legrand CRM Team Based Access (17/11/09)
Legrand CRM earlier this year released a powerful data access feature set called team based access. This is an optional addition to Legrand CRM.
The details below explain the functionlaity offered and a link to an online demonstration is also provided. For more information please feel free to contact us.
Introduction
The Team Based Data Access (TBDA) module is available as an option for Legrand CRM CORP Edition v5. The TBDA module provides a filtering system that limits visibility of records to each User in Legrand CRM CORP Edition.
What is Team Based Data Access?
Team Based Data Access is a mechanism in Legrand CRM CORP Edition that groups records into a hierarchical Team structure and provides access to those records depending on whether the User is a member of the same Team or a member of a higher level Team.
In essence, Team Based Data Access controls the data each User can “see” in the database.
The Team Based Data Access module provides the following features:
1. Each User is assigned to a Team
2. Each Company is assigned to a Team or a Public Team
3. Each Contact inherits the Company’s Team
4. Every record linked to that Contact inherits the Contact’s Team (ie Activity Notes, Tasks, Calendar, Opportunities, Customer Service and Item Tracking)
5. If a Contact is standalone, then it has its Team assigned manually
6. Each Campaign is assigned to a Team
The effects of the Team Based Data Access module can be summarized in the following way. A User assigned to a Team :
1. can only “see” records for Companies assigned to the same Team or down-stream Teams
2. can only see records in up-stream Public Teams and down-stream Public Teams
3. can only see other down-stream Users’ Tasks
4. can only see other down-stream Users’ Calendar Events
5. will be warned if an attempt is made to set an overlapping Calendar Event with an up-stream User
Difference between Permissions and Team Based Data Access
Team Based Data Access controls what the User can “see” in the database whereas Permissions control what the User can “do” in the database.
Legrand CRM 5.1.23 Released (14/11/09)
Legrand Software have today announced the release of 5.1.23. The update includes wide range of new features. The update is for both Professional and Corporate Editions.
Highlights include;
- Signigicant enhancments to TAPI integration functions.
- Added the ability to re-activate closed marketing campaigns
- Email mail merge function extend to operate for all send email screens
- Search functions ‘Lastname contains‘ and ‘Lastname starts with‘ have been added to the QuickList section in the Contacts module. These provide fast lookup of Contacts and require fewer mouse-clicks than performing a QuickSearch on the lastname field. New! Similar functions ‘Company name contains‘ and ‘Company name starts with‘ have been added to the QuickList section in the Companies module.While the database can contain hundreds of thousands of records the user interface in Legrand CRM will not allow the simultaneous display of more than 10,000 records in the Companies list and Contacts list. The ‘All Records‘ button will now no longer display if the number of records exceeds the 10,000 list limit.
- Web Capture Module extended to provude subscribe and unsubscribe functions.
Release Enhancement List from Legrand Software
Release 5.1.23 – October 31, 2009
- New! The Web Capture module now supports
newsletter Subscribe/Unsubscribe function - New! Filtering function in Web Capture lets you
filter web records by type: web lead, sales lead, unsubscribe and spam - New! The Web Capture module now provides more
control over the processing of a web lead: search the database for similar
contact or company records and decide how the web lead is to be processed:
(1) create new company and contact records, or
(2) create a new contact record but assign it to an existing company, or
(3) assign to an existing contact record. - New! Import wizard to import Activity records
- New! The phone interface has been enhanced for
better support of International dialling. In User Preferences
you can now specify the international access code for your location (e.g.
011, 0011 or 00, to just mention a few) and Legrand CRM will automatically
handle the formatting. - New! Custom Menus have been expanded beyond
internet or intranet URLs and now also provide the ability to access network
folders and the ability to invoke any external application while passing up
to five parameters.
This enhancement significantly enhances the ability for 3rd part
integrators to create custom applications that can be invoked from within
Legrand CRM. - New! Search functions ‘Lastname contains‘
and ‘Lastname starts with‘ have been added to the QuickList section
in the Contacts module - New! Search functions ‘Company Name contains‘
and ‘Company Name starts with‘ have been added to the QuickList
section in the Companies module - New! You can now specify the next Opportunity
Reference Number in System Administration - New! Multiple delete of Activity Notes has been
added - New! Link activity notes created “En-masse” to a
customer service - New! Added menu selection in the Opportunity
module to send an email to the Opportunity’s main Contact. - New! The email configuration now allows
you to specify a SMTP port number in case your email server does not use the
default port 25. - New! The ability to re-Activate a closed
marketing campaign has been added. - New! The Marketing Campaigns module now has a
menu dropdown at the top left of its screen, similar to all the other
modules. - New! Additional mail merge codes and merge types
have been created to display Start and End times of appointments with time
zone offset.Note: the SQL Administrator will need to update the DataDict records in
the database - New! The User listing in Calendar is now sorted
on Lastname and includes the user’s Team name (if Team option is activated) - New! Added support for MYOB Singapore ODBC
driver - Change: When assigning a task or calendar event
to another staff member the email notification now includes the notes for
that task or calendar event - Change: The Legrand Reporting tool now includes
a library of over 25 reports. - Change: The Department field in Contacts screen
is now an unrestricted textbox - Change: The ‘No Transaction’ report now includes
further selection options to determine how to apply search conditions to
Contacts that are not linked to a Company - Change: Support for the old Crystal Reports IX
has been disabled by default in favour of the new Legrand Report Designer.
You can still access the old Crystal Reports functions by specifying this in
User Preferences.