Can I control which of my QuickBooks contacts are imported into Legrand CRM?
Yes, Legrand CRM Accounting Link will scan your QuickBooks database and will present you with the list of QuickBooks accounts that do not yet exist in Legrand CRM. You can decide to import all QuickBooks accounts, or can individually select which ones to import.

Once my Customer information has been transferred to Legrand CRM what happens to address changes?
You control the updating of addresses. Typically we recommend that you implement a policy that specifies which system, CRM or Accounting, will be considered the master database for address information. When you run the Accounting Link you can choose whether Legrand CRM updates QuickBooks addresses or the other way around. You can also run a report that compares addresses in the two systems and highlights the differences.

What financial information is transferred to Legrand CRM?
The Legrand CRM Accounting Link will transfer the Customer's Aged Balances to Legrand CRM, together with the Credit Limit, and Accounting Notes. Note that this information is actually stored in the Legrand CRM database and is available to all users, including those who do not have direct access to the QuickBooks accounting system. Users may retrieve the latest account balances, accounting notes and credit status without causing updates to address information.

Can I control user permissions and access in Legrand CRM?
Yes, Legrand CRM gives you a high degree of control to set very specific user permissions and restrictions. For example, you can allow a particular user to create new customer records, but not to delete records. Another example is that you can restrict any user from being able to send out mass emails or run mail merges. You also have full control over which users have access to customer financial information.