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32 - Microsoft Outlook
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There were 20 questions found in this category:
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 Can I set multiple email signatures?
You can set up multiple HTML email signatures in the User Settings signature text section. STD Edition: Administration > configuration options > User settings. PRO & CORP Edition: Administration > User settings. Note: you may need to set your default email system to HTML.
- Exchange Server Public folders are not visable when opening the MS Outlook Module.
The display of these folders is controlled by a user setting. Set Legrand to display public folders, (administration > user setting > display public folders).
- Having contacts in both outlook and Legrand CRM that were imported from another source, can they be manually linked.
Yes it is possible to update outlook manually but depending on the number of contacts it may be very time consuming. In outlook if you select and open the contact, select the ‘all fields’ tab you would need to create two new records. One with a name ‘companyid’ and a ...
- How to I change the formatting of the Default e-template?
Go to Admin > Etemplates > select Yes to open an existing template. Open the template DefaultTemplate.htm from the ‘etemplates’ folder located inside the Legrand CRM database. Switch the view to HTML code and copy the following HTML code into the editor. ********************** ...
- How To Identify Emails Exported Into Legrand CRM From Outlook
Within MS Outlook you can customize the current view of your inbox and sent items as well as any other folder within your Mailbox. This ability to customize the current view can allow Legrand CRM end users to create an automatic formatting rule for messages exported to Legrand CRM. Therefore the ...
- I unstalled the Outlook Addin from Add/Remove Programs, but the Send and Export button did not go away.
The uninstallation can be verified by going to Tools->Options->Other->Advanced Options->Com Addins. If the Outlook Addin appears in this window, click the remove button and that should complete the uninstallation.
- If I import records (contacts, tasks emails) into Legrand CRM from Outlook and I delete them from Outlook. Will they be deleted from the Legrand CRM database?
Records imported into Legrand CRM are actually copied into the database i.e. emails are copied into separate Activity Note records. Deleting the email in Outlook will have no effect on the Legrand CRM record.
- If I send an email from within Legrand CRM to a contact and cc another, how can I transfer the email message to both contacts within Legrand CRM as an Activity Note?
The contact that is originally selected is the contact that will have the email recorded with an Activity Note. If you wish to select multiple contacts and have an Activity Note recorded on both, select both contacts when emailing.
- In Outlook I use "Categories." Can my "Categories" be imported into Legrand via the MS Outlook Module?
Legrand MS Outlook Module does not import “Categories” directly. The recommended procedure is to export your contacts from Outlook to a CSV file and then imported into Legrand. The consideration for which field to put the “Categories” would depend on how many “Cate ...
- MS Outlook Error - Cannot Open File
Do you receive the following message when trying to open an attachment for the second time? Microsoft Office Outlook Cannot open file C:\LegrandCRM\CommonFolder\Letters\_20121000000GKKFS\_20121000000GKKFS_ma.... The file may not exist, you may not have permission to open it, or it may be op ...
- Outlook 2003 Add In Issues
SUMMARY The following will help you to resolve issues with the Legrand Add-In for Outlook 2003. SYMPTOMS *Add in dissapears from Outlook sometimes *Various error messages..i.e "Outlook Add-In has experienced a problem...." *Add in exists when you check "COM-Add-in" but does not stay enabled (u ...
- What are the server details for CDO settings?
If you are using an external Internet Service Provider use the SMTP settings found in your Outlook settings for the Server Name and IP address.
- What is the difference between the Outlook AddIn and the Outlook Module
The Legrand CRM Outlook AddIn is a program that is installed and allows the direct transfer of E-mail, Contacts, Tasks and Calendar Events to Legrand CRM from within Outlook. The Outlook Module is part of Legrand CRM and allows you to do similar things from within Legrand CRM itself. The Legrand ...
- When accessing the Legrand CRM MS Outlook module I get a Microsoft Outlook warning message, ‘A program is trying to access….’, is there a way to turn this off?
This is a security feature in MS Outlook 2000 and above, you simply need to configure your Legrand CRM system to work with Extended MAPI. Instructions: STD Edition: Administration > configuration options > User settings. PRO & CORP Editions: Administration > User settings. Then “ ...
- When accessing the MS Outlook module, the MS Outlook personal or public folders are not displayed.
Legrand CRM uses the Windows login credentials (i.e. \\DomainName\Username) to access the local Outlook .PST folder and connects to Exchange Server using the Windows login credentials. Please ensure the Windows user log in account has access to the .PST or can connect to the exchange server.
- When clicking on the Outlook inbox from within the Legrand MS Outlook module, the e-mail view does not load.
While this can occur for a number of reasons, the most common reason is that a e-mail in the Inbox (or any of the Legrand mailboxes being viewed), is not recognizable by Legrand. This can happen if the e-mail does not have a reply to address or a from address (E.g.: Systems Admin e-mails with n ...
- Where can I download the Legrand CRM Outlook Add-In?
Currently the Legrand CRM Outlook addin for v5 and higher supports the following versions of Microsoft Outlook. For MS Outlook 2003 click here For MS Outlook 2007 click here for Legrand CRM Corp Edition For MS Outlook 2007 click here for Legrand CRM Pro Edition Depending on which version of Ou ...
- Why can I not see messages in some of my Outlook folders when I click on the folder from within the MS Outlook Module in Legrand?
This can be caused by a couple of different reasons. First, please ensure that the folder in question does not have more than 4000 e-mail messages in it, as this is the limit that can be handled by the Outlook interface. Second, please ensure that the folder 'type' of the Outlook folder in ques ...
- Why do images inserted into HTML e-mail not appear to the recipient?
There are many reasons this could occur: Firstly, in order to have images embedded into your emails, you need to use CDO as your e-mail system in Legrand V4.62 and "Send Directly from Legrand" as your e-mail system in Legrand V5 (Admin > User Options > Email System). Depending on how the ...
- Why does Legrand crash every time an e-mail is sent out using CDO? (The e-mail is received by the recipient)
This issue possibly relates to the installation of non Service Pack 2 Windows XP updates. According to article http://support.microsoft.com/?kbid=307594 and http://www.slipstick.com/outlook/htmlmail.htm, new security features of MS Outlook 2003 (without SP2) may cause issues to third party appl ...
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