File Import + Send To Utility for Legrand CRM
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 fast and easy solution to add files into Legrand CRM. Import individual files one-by-one or in bulk including the ability to import entire folders.
The utility include the following file import methods, all of which support individual files and/or folders. Import methods include;
Right-click Send To function
Invoke from Legrand CRM custom menu
The utility include the following file import methods, all of which support individual files and or folders; such as;
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
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.