ABA Utility Suite for Legrand CRM

8/8/2019 ABA Utility Suite for Legrand CRM

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St reet :

Mai l :

Phone:

2/424 Roberts Road

SUBIACO WA 6008

PO BOX 519

COMO WA 6952

(08) 9388 8087

Fax: (08) 9264 8224

Emai l : in [email protected]

Web: www.busapps.com.au ACN: 125 743 599

ABA Utility Suite for Legrand CRM

ContentsDuplicate Removal (data merge) Utility ............................................................................................................ 2

Features .................................................................................................................................................................... 2

Summary ................................................................................................................................................................... 2

Demonstration & Tutorial Video Links ...................................................................................................................... 3

Exonet Data Import .......................................................................................................................................... 4

Summary ................................................................................................................................................................... 4

File Finder ........................................................................................................................................................ 5

Summary ................................................................................................................................................................... 5


File Import + Send To Utility ............................................................................................................................. 6

Summary ................................................................................................................................................................... 6

Possible Applications................................................................................................................................................. 7


MS Exchange Automated Calendar Export ........................................................................................................ 9

Summary ................................................................................................................................................................... 9

Password Manager (administrator password management) ............................................................................ 10

Summary ................................................................................................................................................................. 10

Demonstration & Tutorial Video Links .................................................................................................................... 11

Import Utility ................................................................................................................................................. 12

Summary ................................................................................................................................................................. 12

QuoteWerks Link (integration for QW + Legrand CRM) .................................................................................... 13

Summary ................................................................................................................................................................. 13

Key Features ............................................................................................................................................................ 13

Workflow (task clone) Utility .......................................................................................................................... 14

Summary ................................................................................................................................................................. 14


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Duplicate Removal (data merge) Utility

Features

Search for duplicate records based on any field (e.g. finding contacts with the same email address orcompanies with the same phone number)

Manually search for duplicate records based on specified criteria Merge duplicate contacts (especially when there are two or more records for the same contact with activity

notes and other records linked to them, the merge process re-links all records back to a single contact then

removes the duplicate)

Merge duplicate company records (again, especially useful where companies have been duplicated throughimport, duplicates have a number of contacts, rather than having to manually re-assign all contacts and

dealing with issues like linking activity notes to the correct company, the merge process does all this)

Powerful data grid for manipulating company and contact listings including sort/group options, columnselection and data export options

Summary

The duplicate removal tool is designed to ease the process of eradicating duplicate company and/or contact records.

Despite the best efforts, duplication can be caused through any number of issues such as importing for multiple

business systems with subtle differences in record names. Contact imports are a prevalent case where variation in

name and/or city may result in a number of contacts for the same company being created against two company

records rather than one.

There are a number of challenges duplicate records present which this utility is designed to assist to overcome.

Primarily, the process is extremely simple for first finding records that are possible duplicates then merging records

confirmed by the user as duplicates.

The merge tool provides a simple user interface to find then merge duplicate records. The duplicate detection search

is particularly valuable in that users can select any field and find records with non-unique values with in it (common

examples include finding companies with the same phone number or contacts with the same email address).


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Demonstration & Tutorial Video Links

Introduction: http://ss.busapps.com.au/supportvideos/abaapps/ABADataMergeDemo.htm
http://ss.busapps.com.au/supportvideos/abaapps/ABADataMergeDemo.htmhttp://ss.busapps.com.au/supportvideos/abaapps/ABADataMergeDemo.htmhttp://ss.busapps.com.au/supportvideos/abaapps/ABADataMergeDemo.htm


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Exonet Data Import

Summary

For organisations operating MYOB Exonet this utility facilitates data import particularly to support initial installation

of Legrand CRM. The utility enables a number of import routines including:

Map individual Exonet address lines to Legrand CRM Import Exonet group fields to Legrand CRM drop-down list fields (e.g. type & industry) Import debtor email address to Legrand CRM primarily contact Field formatting (e.g. format company name into title case) Import debtor comments to Legrand CRM comments Import debtor contact history into Legrand CRM activity notes


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File Finder

Summary

A powerful new addition to the ABA Utility Suite, the file finder is designed to provide users with a powerful

mechanism to search for files attached to Legrand CRM activity notes. Once a search is performed users can simply

double click a file to open. The search includes standard parameter options such as;

Activity note date range (includes easy pre-defined date ranges as well as manual date selection) File attachment extension/type (e.g. PDF documents) File name Linked company/contact (find files specifically linked to a contact and/or company) Powerful data grid with advanced sort, filter and column selection options. Users can also save grid layouts.

In addition the utility includes module specific search functions such that users can search for files based on a link to

campaigns, opportunities or customer service records. The module specific searches include the ability to search on

module record reference number, status, summary and alike.


Introduction: http://ss.busapps.com.au/supportvideos/abaapps/ABAFileFinder.htm
http://ss.busapps.com.au/supportvideos/abaapps/ABAFileFinder.htmhttp://ss.busapps.com.au/supportvideos/abaapps/ABAFileFinder.htmhttp://ss.busapps.com.au/supportvideos/abaapps/ABAFileFinder.htm


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File Import + Send To Utility

Summary

The file import utility empowers users to easily import individual files and/or folders (including sub-folders) into

Legrand CRM as Activity Note attachments.

The utility include the following file import methods, all of which support individual files and or folders;

Right-click Send To function Drag-and-drop Invoke from Legrand CRM custom menu (Legrand CRM Corporate Edition only)


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Possible Applications

Whilst by no means limited to the following, example use for this utility includes:

Easily import files to Legrand CRM whilst browsing with Windows Explorer (via Send To function) Bulk import of files for contacts or companies for other systems Bulk import of file for link to other module records (for example import of opportunity or job documents

bulk via folder drag-and-drop). The ability to import entire folders means that any number of files can be

easily imported to Legrand CRM without having to manually add each file individually. The generated

activity notes can also be dated based on file date to ease the process of correctly handling bulk file import.


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Introduction: http://ss.busapps.com.au/supportvideos/abaapps/ABAFileImport.htm
http://ss.busapps.com.au/supportvideos/abaapps/ABAFileImport.htmhttp://ss.busapps.com.au/supportvideos/abaapps/ABAFileImport.htmhttp://ss.busapps.com.au/supportvideos/abaapps/ABAFileImport.htm


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MS Exchange Automated Calendar Export

Summary

Automated export of Legrand CRM events to MS Exchange Mailboxes

Ability to have events sent through to any mobile device capable of connecting to

Microsoft Exchange

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 iPhones,

BlackBerry devices and any other mobile/computer capable of communicating with Exchange).

We developed this utility initially for a local site operating a telemarketing centre with a mobile sales force. The

utility enables them to create events within Legrand which are then downloaded to the rep's mobile device within a

few minutes of the event being created for them in the CRM. The exported events include event details such as type

and notes as well as additional information such as location and other contact/company details.


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Password Manager (administrator password management)

Summary

The password administration tool provides the ability for users to change their own password as well as

administration functions to enforce password complexity and age requirements. As a result it is particularly valued

by organisations with strict security policies and/or compliance regulations.

Administrator users can specify password complexity requirements such as password length and containing

characters. Subsequently administrators can also set and enforce password aging requirements. Password aging

enables administrators to reset user passwords in bulk, users are emailed a temporary password (based on

complexity requirements) which they can use to login then alter their password.


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Introduction: http://ss.busapps.com.au/supportvideos/abaapps/ABAFileImport.htm
http://ss.busapps.com.au/supportvideos/abaapps/ABAFileImport.htmhttp://ss.busapps.com.au/supportvideos/abaapps/ABAFileImport.htmhttp://ss.busapps.com.au/supportvideos/abaapps/ABAFileImport.htm


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Import Utility

Summary

The ABA Import Utility provides an easy to use interface for importing Activity Notes, Tasks, Opportunities and

Customer Service records into Legrand CRM from CSV file (Excel). Designed to offer users flexibility, the interface

provides various options for contact matching rules and supports import to all core fields.

This utility is extremely valuable to new sites particularly seeking to migrate information for other systems into

Legrand CRM. Equally it presents a simple mechanism for existing clients to create records in bulk saving data entry

time.


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QuoteWerks Link (integration for QW + Legrand CRM)

Summary

QuoteWerks is a leading quote generation package used by over 50,000 users in more than 100 countries

Designed with a key emphasis on being able to quickly produce quotes in a system that is easy to used yet provides

an enormous depth of features (for example advanced document layout management, tracking revisions, dynamic

entry).

ABA integration utility bridges the gap between Legrand CRM as your contact management solution and

QuoteWerks as your quoting system. Result is an integrated CRM solution that includes quote generation and

management functions.

Key Features

Within QuoteWerks, contact/company lookups are tied to Legrand CRM. Selection of a record populates thedocument in QuoteWerks with the address and contact details stored in CRM.

When saving a QuoteWerks document an activity note in Legrand CRM is created including a link to open thedocument.

Ability to click custom menu option in Legrand CRM which opens a new QuoteWerks document pre-populated with the select contact and company details.

Designed for automated use. Starts with QuoteWerks and does not require user to remember to performand linking.

Tightly integrated to Legrand CRM. For example, module and screen label customizations are carriedthrough to the utility setup menus.

Supports Legrand CRM PRO and CORP editions although some features of the utility are only supported withCORP edition.

ABA is an authorised QuoteWerks distributor and development partner. Please contact us for any information about

QuoteWerks and/or integration with Legrand CRM.


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Workflow (task clone) Utility

Summary

ABA Task Clone provides the ability for users pre-populate an opportunity or customer service record within Legrand

CRM with a listing of tasks. This saves users having to manually create a series of tasks particularly useful when many

tasks are required and/or to ensure users follow a pre-defined set of tasks.

The concept is simply based on users being able to select a template which is a opportunity or customer service

record (works for either module) within Legrand CRM then select the new record they wish to setup the task series

for. With some options for date settings and user assignment, the utility then creates the list of tasks based on the

task list on the template record.

We are presently seeking to extend this functionality to offer automated functions. This will include the ability to

automatically generate tasks based on specified actions such as creation of a new sales opportunity or progression of

an opportunity to the next stage (hence enabling tasks to be created automatically for each stage once reached).

Please contact us for more information on these enhancements.

ABA Utility Suite for Legrand CRM

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