News & Events

Legrand CRM - LATEST RELEASE - Version 5.3

Enhancements & Additions
• The Opportunity, Customer Service and Marketing links that exist in Activity Notes, Tasks and Calendar forms are now hyperlinked so you can quickly navigate to that
   record; e.g. if you open a Task record you can click on the Opportunity link to navigate to that Opportunity.
• New documents folder for Opportunities - in System Preferences you can specify a shared folder location and a sub-folder naming convention (e.g. OppRef #, or
   company name + Oppref) where documents relating to the opportunity are stored. The opportunity screen then provides a view into that folder.
• The opportunity list in the Company screen now gives you selection options for Active/Closed/Both and also allows you to list those opportunities that are linked to the
  current company via either the ‘Companylink’ field or the Influencers link.
• New: (for Administrators) if the 'Common Folder' cannot be found upon login you can specify a Common Folder location for that database.
• New: ‘Status’ and ‘Outcome’ columns have been added to the Activity list in calendar view.
• The Activity Note, Task and Calendar screens now include a 'Save & create new...' function which enables you to save the transaction and immediately record another
   transaction, including Opportunity and Customer Service transactions.
• The Opportunity, Customer Service and Marketing links that exist in Activity Notes, Tasks and Calendar Event forms are now hyperlinked so you can quickly navigate to
   that record. E.g. if you open a Task record you can click on the Opportunity link to navigate to that Opportunity.
• When creating a new Contact you can use the 'Save & Create new..' function to immediately follow the creation of the Contact record with another transaction, including
  opportunity and customer service transactions.
• When editing the Due Date of an existing Task the start date is updated accordingly.
• The 'Custom Menu' function has been added to the Opportunities module and the Customer Service module.
• The list display limit in CORP edition has been increased to 50,000.
• Legrand Report Writer v4.1, includes bug fixes, enhancements and 25 additional reports (see separate listing)
• Legrand Reports - a new User Setting now exists to specify the location of the Legrand Reports folder.
• Legrand Reports - the reports list is loaded only once, making it much quicker to select subsequent reports.
• Outlook AddIn v4 for Outlook 2010 and Outlook 2007. Provides improvements in handling Exchange emails and email messages with empty TO, CC and Subject fields.
• The merge function now automatically removes blank lines in multi-line addresses.
• Item tracking list in companies and contacts modules now has an 'Include Inactive' checkbox.
• When marking a Task as completed the reminder is automatically removed.
• When changing the 'Due Date' of a task the 'Start Date' is adjusted correspondingly.
• Digital signature of LegrandV5.DOT Word template has been updated.
• Changed the Save/Update routine so that table extensions (i.e. additional columns) are not touched in Companies, Contacts, Customer service and Item tracking tables.
• Default TZ setting per user (useful to avoid TZ question for remote users).
• Checkbox fields (yesNo fields) in companies & contacts can now be imported.
• In accounting transactions, when activating the 'Accounting info' tab the 'Transactions' tab is no longer automatically activated.

Fixes & Changes
• DYMO label printing has been updated for Dymo software v8.3 on Windows 7.
• When resuming computer from Sleep or Standby mode the connection to the SQL database was lost.
• Marketing respondents list - sometimes not all respondents were shown in the list.
• Task reminders now only apply to tasks that have not been closed.
• Fixed problem in SQL2008 R2 when using column 'MSREPL_TRAN_VERSION' for replication.
• If you specified the Account Manager as a condition in the ‘No Transaction’ report then any other condition was being ignored.
• The Word report of an Activity Note would only print the first 255 characters of the 'notes' field.
• Fixed error in telephony integration (wouldn’t shut off).
• When performing a ‘File > Open’ or CTRL+O to open a new database the application would sometimes crash.
• A Legrand who User does not have the permission to Edit a calendar event was still able to move (i.e. drag and drop) an existing appointment in the calendar.
• Print Task detail report (task merge codes were not being handled).
• Deleting a custom menu did not work.
• Merge error when invoking email function from Opportunity module.
• New: Opportunity Influencers
           o when in Contact view you can now list all the opportunities to which this person is linked as an Influencer/Participant
           o when in Company view you can now list all the opportunities to which any contacts at this company are linked as Influencer/Participant
• Change: access to the Outlook import screen is now via the main menu : ‘File > Outlook Import’

Enhancements to accounting interfaces
• Sage Line 50 accounting (UK)
           o Sage Line 50 version 2011 is now fully supported
           o Fix: computation of Year-to-date sales takes into account today's date and 'current' accounting period
• QuickBooks accounting (USA, CA, UK, AUS, NZ)
           o New: added QuickBooks 'Create Estimate' function
           o New: 'Create Vendor' record from Legrand CRM
           o New: QuickBooks, when linking an existing CRM record to an existing QB record you are presented with the list of QB accounts that do not yet exist in LCRM
           o Fix: when creating a new Customer account the Name field is now populated
           o Fix: invoice drill-down did not always function
• Sybiz accounting (AUS, NZ, UK)
           o New: improved address mapping for NZ customers
           o Fix: fixed date display formatting issue in accounting transactions list
           o Fix: 'Sales Last year' figure is now correctly computed irrespective of whether you have 12 or 13 accounting periods
• MYOB EXO accounting (AUS & NZ)
           o The list of accounts to be imported from EXO can now be sorted by AccountNo, Account Code and Name
• MYOB Accountright (USA, AUS, NZ, UK)
           o New: when linking an existing CRM record to an existing MYOB record you are presented with the list of MYOB accounts that do not yet exist in LCRM
           o Fix: error when 'sending address updates' to MYOB
           o Change: removed the message 'Cannot display Supplier transactions'
           o Fix: could not create record in MYOB if Legrand company record had empty address or empty notes.
           o Fix: when performing a Get Financial Updates function the MYOB account code would be lost
• All accounting systems
           o fix error when executing command 'Create Supplier Account Now'

For More Information Contact: C.S. Packages - Tel:  (Int) + 61 + 7 3381 0888 - Fax: (Int) + 61 + 7 3105 7465