Legrand CRM Online Knowledgebase & FAQ (13/03/10)

Saturday, March 13, 2010 @ 01:03 PM
ABA Admin

Looking for tips, tricks and frequently asked questions? Legrand Software maintain an online knowledgebase which is continually updated. Most common support queries and user tips can be found here.

Browse Legrand Knowledbase & FAQ

Users often mention they find it difficult to track which emails they have copied into the CRM. The video tutorial below shows how to use custom formatting in Outlook to highlight emails when they have been exported into Legrand CRM. The video features Outlook 2003 however the same can be achieved with Outlook 2007.

Video Tutorial

Legrand CRM Email Campaigns (12/03/10)

Friday, March 12, 2010 @ 01:03 PM
ABA Admin

User guide for performing personalised email mailout from within Legrand CRM and managing using campaigns module.

Download guide

ABA Data Merge Utility for Legrand CRM – Updated (16/02/10)

Tuesday, February 16, 2010 @ 03:02 PM
ABA Admin

An update for our Legrand CRM data merge utility is available. Contact your solution partner or us directly for download details.

For general information about this utility (enables merging of duplicate company and contact records) visit the website below…

http://www.busapps.com.au/data-merge.html

Legrand CRM add integration for MYOB ExoNet (08/01/2010)

Friday, January 8, 2010 @ 01:01 PM
ABA Admin

Legrand Software today released an update that provides MYOB ExoNet integration functions. The development is an optional additon to the standard Legrand CRM accounting integration however the benefit to organisations operating ExoNet is obviously extreamly valuable.

ABA extend product range to include QuoteWerks (08/01/2010)

Friday, January 8, 2010 @ 10:01 AM
ABA Admin

ABA have recently been approved as a reseller and development partner of QuoteWerks.

QuoteWerks is a US developed package which is a specialist quoting solution. Used by busiensses of 1 to 1000+ users worldwide, QuoteWerks offers flexibile functions on the preparation and formatting of quote and proposal documentation. Additionally QW is designed to ease and automate many aspects of the quotation process.

A demonstration video on QuoteWerks can be downloaded here.

ABA have also developed a background utility that provides integration between QuoteWerks and Legrand CRM. A demonstration of this utility can be viewed here.

Happy New Year (01/01/2010)

Friday, January 1, 2010 @ 12:01 AM
ABA Admin

ABA wishes all our customers and partners a Happy New Year. We look forard to working with you in 2010 and best wishes for a prosperous year.

Legrand CRM QuickBooks Integration Demonstarated by Quickbooks (8/12/09)

Tuesday, December 8, 2009 @ 11:12 PM
ABA Admin

Legand CRM has been highlighted in an online demonstration by Intuit, QuickBooks US Development. The link below is to the online video developed by Intuit demonstrating the integration between Legrand CRM and QuickBooks.

Online QuickBooks Integration Demo

Wage Easy Payroll News & Update Annoucement (7/12/09)

Monday, December 7, 2009 @ 09:12 PM
ABA Admin

Wage Easy have forwarded details on enhancements that will be included in the upcomming release (scheduled for pre Christmans). The following is an extract from their partner newsletter. For more information about the release please feel free to contact us.,

Partner Newsletter Extract

Our new version 5.1 is in its final stages of testing, due for limited release before Christmas. If you feel any of the fantastic new features listed below will assist any of your clients in their payroll and processing over the next month, please let us know and we will email you a link to access it as soon as it is available. It will be sent out to all remaining support clients throughout January and February as a general release.

1. Lump Sum Payments

We now offer another alternative in taxing and paying lump sums in both New Zealand and Australian databases. This is found on the Adjustments screen at wages.

Within the Australian databases the following options appear: A description must be provided for the lump sum, and the amount must be input.

After selecting the date range, the amount will automatically calculate according to a marginal tax calculation. This is the only form of taxing available for Australian databases.

2. Parent/Child Allowance Structures

The Parent/Child allowance is setup in Setup|Allowances. Within the employee file you can now nominate (against the parent allowance, in this case Child Support) an amount specific to the employee. This means for items like child support or bonus you need only set up one main allowance and each different amount can be setup at employee level.

This also assists in reporting. Traditionally, we would have a number of child support deductions setup, each with a different amount at Setup|Allowances. Now we have one item at Setup|Allowances and individual amounts at the employee level so all items are reported.

3. Planned Leave

In readiness for the launch of the Wage Easy Employee Services Portal (ESP), we have incorporated a new planned leave grid into the HR menu. This will allow for the allocation of any planned leave items to a PPE, and gives a snap shot of planned leave within the system.

Accessed from HR|Leave Applications, all planned leave regardless of status will appear here. The intention is that when we connect to the ESP, planned leave will be imported into Wage Easy but no PPE will be assigned. It will operate in the same way that all other HR queries operate in that you can customise and sort the view.

Payroll will come into this grid and allocate either individually or on a bulk basis, planned leave entries to a particular PPE. This will also be used by Employee Connect in assigning a PPE to leave entries.

If you sort by Pay Period by dragging this item into the customise area, you can then right click on the data and access additional options. Here you will see modify status with the options to approve, deny or set as pending. This will assign the selected action to all items you have highlighted.

The selection of Modify Pay Period will launch a calendar which will allow you to group assign the leave entries to a particular pay period.

An additional option has been added to allow for pay slips to appear departmentalized with overtime broken down into factors by selecting this option:

BMS Extend ABM Utility Suite (2/12/09)

Wednesday, December 2, 2009 @ 11:12 AM
ABA Admin

Business Manager have recently announced a number of development projects for ABM utilities to be released over the coming weeks. A listing and summary of these is below…

  • NEW – Warehouse bin management utility. New utility to support management of bin quantities.
  • UPDATE – Release of structured stock update (size, colour, style product builder).
  • UPDATE – Release of Advanced POS updates including wealth of new features and enhanced GL integration.
  • NEW- Release of Import Costing module. This module has been the result of extensive research and careful development to enable importers to plan and manage shipments but most importantly, accurately calculate and product landed costs. The module includes a wealth of features to handle almost all realms of import types and costing models. Additionally the utility offers extensive flexibility in the options available for apportioning costs.

Please contact us for more information.