DejaOffice 2020 Changes to Edit and View Screens

This week we are releasing changes to DejaOffice PC CRM. A focus of these changes are to lower the number of keystrokes needed to create Calendar Events and Tasks, and to better utilize space on the Contact View Screen.

This set of changes is dubbed “2020”. For all of these changes you can revert to the 2019 screens by going to Settings, and then selecting Contacts, Calendar or Tasks, and choosing the option to use 2019 screen formats.

Calendar Edit

When creating an event, we have moved location higher, and condensed some of the options for private and complete. Most notably we have added “quick select” buttons for most common appointment times.

If you choose to make an appointment for a future day, for instance choose “T” for Tuesday – the appointment will automatically slot to your next available time on Tuesday. If there is no slot, a message will show for the Conflict. The system is always trying to slot you for the future. If you click “T” on Tuesday, it will be for the following week on Tuesday. If you click on “Today” it will be for later today.

Task Edit

The Task Edit screen largely follows the changes on Calendar Edit

Contact View

Our goal With Contact View is to get more info into the available screens space. For our Palm Desktop customers, this has not been an issue, because the screen can easily display Contact info, Phone Numbers, Custom Fields and Notes. For our CRM Customers, however, the view area is both crowded and also forced you to scroll to see important information. There was no way to view History, Notes, and Custom Fields without scrolling up and down.

Our solution is to reset the field display if you give it enough width:

Normal Contact View
Expanded (two column) Contact View

If you make the View Panel wider, it will automatically reset to a two-column format. This allows notes to show beside the Histories, and allows addresses to appear side-by-side.

For our CRM users, we recommend you keep the screen expanded as much as possible, and this will reduce the need to scroll.

Unique Capability

With the expanded view – DejaOffice offers something unique in the CRM world – the ability to see both your notes and your history at the same time. Nearly all competing products use tabs, so you can see notes or history, but not both.

New Edit Modes for Contact Screen

We have added context sensitive editing. So if you click on an Address, it will go to the Address Edit view. If you click on the Custom Fields, it will go to the custom fields edit. If you click on the Notes Header it will go to the larger note edit screen, while clicking on the Notes Body will let you edit in the existing view frame.

Detail feature guide: Here is a Guide for our new 2020 Edit Screens.

Thank you for using DejaOffice!

DejaOffice PC CRM Pro
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Outlook Customer Manager (OCM) will be Discontinued – Here’s an Alternative!

Microsoft has recently announced the end of Outlook Customer Manager, with access to your online data to be ended June 30, 2020.

Outlook Customer Manager was introduced by Microsoft in 2016 as a replacement to Business Contact manager. It sits on top of Outlook and provides key business features. Most notably, it offers Company Records, Shared Contacts, Activity History, Deal tracking, and Integrated Document Management.

Fortunately there is a good alternative with DejaOffice. DejaOffice PC CRM provides the following essential features:

  • Company Records
  • Shared Contacts
  • Activity History
  • Deal Tracking
  • Integrated Document Management
  • Integrated Mobile Apps
  • Telephone Technical Support

DejaOffice PC CRM provides a number of features that Outlook Customer Manager badly needed, but never had:

  • Category Management with Colors
  • Multiple User Scheduling
  • Integrated Tasks and Notes
  • Private Data, Database Encryption and Security

You can subscribe to DejaOffice for Outlook for $7 per month ($19.95 paid once every three months).

You can purchase a perpetual license for $99.95 (one time purchase).

Click here to download: A two-week trial.

CompanionLink provides US based Telephone Technical Support for DejaOffice. There are three levels of support available: Free support, for general information and how-to advice, RunStart service for $49 where CompanionLink will help you set up your database and get you launched with the product, and Premium Support which provides a year of “white-glove” service for you DejaOffice CRM for Outlook site.

DejaOffice PC CRM for Outlook
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Average rating: 4.82 out of 5 based on 34 reviews.
Free 14 day trial. Price $99.95

Why you need a PC based CRM in 2020

For the past Decade, Customer Relations Management has been transformed by SaaS providers so completely, that some people think CRM means Cloud. On-Premise CRMs that you can purchase for a one-time price have almost disappeared. The problem with the Cloud model is that every service provide aims to lock you in to monthly payments, slow loading web pages, and features that hide behind premium fees.

No one can predict what our economy will throw us in 2020. But it seems clear that the last 14 years of growth may soon level out or decline. When business gets tough, then the high monthly payments become a burden.

When CRM was new, back in the 1980s and 90s, the main business model was PC based software, PC based data, with sync services to handheld devices. CompanionLink was born in those years, and we retain that service model.

We have introduced DejaOffice PC CRM. This is a Contact Manager, Calendar App that runs on Windows PCs, Android Phones, iPhones and iPads. On each of these platforms, the CRM database is local to the device. This means that you gain speed and productivity compared to the browser based model. It also means that if you are disconnected from the internet, on your PC by a carrier outage, or on your phone by simply being in a parking garage, you can still work effectively.

Standalone: DejaOffice PC CRM Standalone $49.95 – A simple standalone Contact Manager for Personal or Small Business use. Track your Contacts, Calendar, Tasks and Notes. This CRM can easily import all your data from Palm Desktop, Outlook, or Google. You can make mail-merge emails, letters and mailing labels. You can handle tasks and store notes. Automatic backups and privacy features are included.

Outlook: DejaOffice PC CRM for Outlook $99.95 – All the features of Standalone with the additional feature of an Outlook Add-In. You can easily drag and drop an email to create a Contact, Calendar Event, Tasks or Note.

Express: DejaOffice PC CRM Express $129.95 – Customer History and Follow Ups are the main features of the Express version. Easily see everything you’ve done for the customer, and everything planned for the future. The Express version includes the Outlook Add-In, but also adds a feature to automatically move Outlook Emails to Contact history.

Pro: DejaOffice PC CRM Pro $199.95 for 5-Users – Multi-User version with a shared database. No other CRM is as affordable. Every person can have their own schedule, with permission to edit other schedules. Everyone can share a Contact list so that your Company Contacts are always up to date.

Free trial

Download a free trial today. As a part of this trial we will email you setup guides and we will help you get started. There is no risk. See how productive your day can be when you put Customer Relations back on your PC where it belongs!

DejaOffice PC CRM Pro
Average User Rating:
Average rating: 4.82 out of 5 based on 34 reviews.
Free 14 day trial. Price $199.95





CompanionLink provides effective alternative for Telexis PHONEslips and Group Scheduler

CompanionLink Software is offering customized import for the discontinued PHONEslips and Group Scheduler programs provided by Telexis Software.

Telexis has announced that these products have been discontinued and support ended December 31, 2019. Customers who currently use PHONEslips will continue to run, and can still export their contact database.

CompanionLink provides a program with similar functionality called DejaOffice PC CRM.

Click on these links for more information:

To take a call using DejaOffice PC CRM, you display the Contact List and then Search for the contact who is calling. You can start the search simply by typing their name in the contact list. If the contact is found, you can record a call by clicking the Telephone Icon. Then you can put in the details of the call. To assign it to another user, put their name as the “owner” of the record. The call will appear on that person’s task list. You can also assign a priority and category color to the call.

DejaOffice PC CRM Pro also has a group scheduling screen. You can use this to view a the calendar for multiple people, and easily move scheduled events from one to another.

DejaOffice PC CRM - Product tour - Personal and Small Business CRM
Watch this video on YouTube.

DejaOffice PC CRM has well rated Mobile Apps. USB, Wi-Fi, Bluetooth and DejaCloud Sync may be used to move data from the PC to DejaOffice on your smartphone.

For a limited time you can order DejaOffice PC CRM Pro, for 5 users ($199.95), with the optional RunStart service ($49) where we will assist you to import your PHONEslips contacts and help set up your office database. We offer $10 off for a total price of $139.95. Click here to order this today.

DejaOffice PC CRM Standalone
Average User Rating:
Average rating: 4.87 out of 5 based on 446 reviews.
Free 14 day trial. Price $49.95

Palm Desktop on Windows 10 – Disappearing Data files – Datebook and Memos

Thousands of people still use Palm Desktop as their primary contact management system. It has the essential features that people need, some of which are even missing in Outlook.

Some of the things found in Palm Desktop and no other PC application are:

  • Fast Loading – Loads in less than a second
  • Categories for Contacts, Calendar, Tasks and Notes
  • Ability to make Memos private and secure
  • Easy printouts of Contacts, Calendar, Tasks and Notes
  • Thorough implementation of Calendar repeats

Versions of Palm Desktop

In 2020, there are two effective versions of Palm Desktop. The earlier version, Palm 4.1.4 was released in 2004. it features Colored Categories for Calendar which were removed in Palm Desktop 6. The data file format is proprietary, based on the original serialized memory structures originally released in 1996. Palm 6.2 was released in 2008 using MDB (Microsoft Access Format) data files. The application features were similar, but the database structure was brand new. Palm Desktop was too early to be converted to Unicode, but special language versions were created for specific markets. Notably Big5 and GB3212 versions were released for China, and JIS version for Japan.

Download Palm Desktop

You can download Palm Desktop from the CompanionLink Support forums. Both Palm Desktop 4.1 and 6.2 are found there.

Problems on Windows 10

Starting in 2019, updates of Windows 10 appear to be interfering with Palm Desktop’s ability to save data files. Notably, if you have Palm Desktop open and your PC reboots (because of a Windows 10 update), the file gets erased. Most commonly this is the last file you added or edited. Palm Desktop does not make automatic backup files, so the data is commonly lost.

For those that use CompanionLink to sync Palm Desktop with Android, and Palm Desktop with iPhone, the Sync Software does make backups of all data files when you sync. So these files are recoverable.

New Alternative to Palm Desktop

We have introduced a new Alternative to Palm Desktop on your PC. It is called DejaOffice PC CRM Standalone. This software has many of the same features as Palm Desktop:

  • Contacts, Calendar, Tasks and Memos
  • Very fast load time – loads in seconds.
  • Full featured Calendar and Task lists
  • Hidden data for private notes
  • All the same tables and fields as Palm Desktop

In addition, DejaOffice has some new features

  • Native Windows 10 Compatibility (also Windows 7, and 8)
  • Automatic file backup
  • Built-In Sync with Android and iPhone via USB, Wi-Fi, Bluetooth and DejaCloud
  • Telephone and Email Tech Support

You can download a free 14-Day trial. The cost of the software is current $49.95 with a planned price increase for May 1, 2020 to $59.95. Check out the product information page with the video!

DejaOffice PC CRM Standalone
Average User Rating:
Average rating: 4.87 out of 5 based on 446 reviews.
Free 14 day trial. Price $49.95

Affordable CRM for Small Business – DejaOffice PC CRM

Why pay monthly for an expensive Cloud-Based CRM when you can own a PC based solution for a one time price? With DejaOffice you can work on PC or Phone even when offline, and then sync when you are back online. Simple Customer Relations that includes History, Follow Ups, Email Forms and more.

Featured in Forbes

Forbes writer Gene Marks has highlighted our product DejaOffice PC CRM in an article titled On CRM: Is A CRM Necessary? And to answer the title question: Yes – as long as you want your business to grow!

DejaOffice PC CRM is an affordable solution for Small Business. It is a PC based Contact manager. You buy it as a one-time perpetual license. There is a Multi-user version available, and also an Outlook Add-In. Make notes, schedule, call and delegate tasks. DejaOffice provides a complete solution for Customer Relations from your PC and your Phone.

Pro – Multi-User

A five-user license for $199.95 one-time purchase; DejaOffice provides everything you need for shared scheduling and contact management. Each of your staff logs in with their individual ID. The Contacts, Calendar, Tasks and Notes can be shared, or be individual per each staff member. Each person can elect to make a Contact or Event Private, in which case no one else can see it. If a staff members changes you can easily re-assign their activities and tasks as a batch. DejaOffice is everything you need for the small office except for the monthly charge. https://www.companionlink.com/pc-crm/pro/.

Outlook Add-In

DejaOffice PC CRM for Outlook gives you an Outlook Add-In. This is an action panel that gives you CRM features from inside the Outlook Email window. Whenever you view an Email in Outlook, it shows you the phone number, time zone and history notes for that Contact. You can easily drag and drop an email to create a new contact, calendar event or task. Integrate CRM into your Outlook CRM Experience with DejaOffice. https://www.companionlink.com/pc-crm/outlook/

Standalone

DejaOffice PC CRM Standalone will install your PC and let you import data from Palm Desktop, Outlook, Google, or DejaOffice on your phone. It provides a simple and secure way to track your customers and calls, follow up on tasks, and make notes. The cost is just $49.95. Check out our DejaOffice PC CRM video tour.

If you currently use Palm Desktop you know that Windows 10 is giving some headaches in the file structure. Here is a handy video on How to Migrate Palm Desktop to DejaOffice PC CRM.

Express

If you currently use Act! or GoldMine, you can integrate DejaOffice into your current CRM database. Use the express version as an Act! Add-on to quickly handle history and activities, and also integrate with Outlook and DejaOffice Mobile CRM. Act! does 1000 things that DejaOffice will not do. But if you want to quickly add notes, activities and sync to Mobile, DejaOffice provides a great way to handle basic CRM functions on your PC Desktop. https://www.companionlink.com/pc-crm/express/.

Free trial

Download a free trial today. As a part of this trial we will email you setup guides and we will help you get started. There is no risk. See how productive your day can be when you put Customer Relations back on your PC where it belongs!

DejaOffice PC CRM Pro
Average User Rating:
Average rating: 4.82 out of 5 based on 34 reviews.
Free 14 day trial. Price $199.95

New in 2019: DejaOffice PC CRM featured in Forbes

Forbes article highlights DejaOffice multi-user CRM

Author Gene Marks has highlighted our product DejaOffice PC CRM in an article titled On CRM: Is A CRM Necessary?

To answer the title question – Yes, a CRM is absolutely necessary for every small business. The only question a business should have is how much to pay on a one-time, monthly or annual basis.

CRM Stands for Customer Relations Management and it is the primary system a business has to track its prospects and customers. Every time a customer calls, emails, texts or visits a business, the nature of that interaction should be recorded in company records. Later, this information can be used for marketing new products, or renewing agreements, or engaging the core sales cycle of the business.

Without a CRM you are blind. Every customer interaction is done without context, or understanding the past relationship. This leaves your customers open to your competitors, and you lose your niche.

With a CRM you have effective communication. Your customer remembers you, and you can do the courtesy of remembering the customer. If your business can survive on 300 customers, how much better will it be with 600 customers or 900 customers. The purpose of computer automation is to delegate the responsibility for remembering the details to a proper database and not just carry it in your head.

Gene concludes with the question: “Wouldn’t just a simple, inexpensive system that enables your group to share accurate contact, history, notes and calendar information take be sufficient?” and answers with ” For many, it just may. And for $200 (and a few bucks extra for support), it could be worth the try.”

Click Here to try out DejaOffice PC CRM for Free

Thank you Gene Marks and Forbes!

DejaOffice PC CRM Pro
Average User Rating:
Average rating: 4.82 out of 5 based on 34 reviews.
Free 14 day trial. Price $199.95

Sync Galaxy Note 10+ with Microsoft Outlook

The Best Sync system for Galaxy Note 10+ and Outlook Calendar, Contacts, Tasks and Notes.

My Galaxy Note 10-plus arrived today. Very nice phone. Here’s some first impressions:

Size

It is actually the same size as Galaxy Note 9 so don’t get scared by size. And yes, the screen is a whopping .4 inches bigger, in the same size phone. They did this by basically eliminating the top and bottom bezels. Say goodbye to Bezels forever.

Headphones

Actually I use my bluetooth earpiece as a headphone now. It’s not for music, just for convenience. I listen to audio-books and phone calls. Been using the New Bee headset which works great.

DejaOffice for Android

This app really takes advantage of the screen real estate. I can view my contacts easier than ever and move around the screens very easily. DejaOffice CRM features are getting beefed up. There’s a new capability to condense SMS messages into Contact History. This lets me easily read back on past messages using DejaOffice PC CRM (DPC).

Outlook Calendar Sync

DejaOffice CRM works like Outlook for your phone. It keeps your Contacts, Calendar, Tasks and Notes all together. It remains the only Phone App that fully supports Outlook colors. For people who haven’t color coded your day yet, this is a real treat. It really helps the glance view to see whether a day is green or red, or contains any special items. Outlook supported Calendar Colors 20 years ago. Why doesn’t the Outlook App do it?

Special features of DejaOffice:

  • Time zone management, so when you land your Calendar doesn’t go wonky
  • Calendar Colors that match Outlook
  • Templates that save time entering new Appointments and Tasks
  • Persistent alarms to be sure I don’t miss anything.
  • Recurring tasks compatible with Outlook
  • Optional:  Franklin Covey task priorities  A1, B2, C99
  • Works same on Android and iPhone, Phones and Tablets.

How to Sync Outlook Contacts with Android: Use CompanionLink for easy and secure sync from Outlook to your Pixel 3a phone. This is a better system than Google, who sells your data, or Microsoft who hosts your data on their exchange server. Here are some setup guides for CompanionLink sync:

CompanionLink for Outlook
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Average rating: 4.87 out of 5 based on 446 reviews.
Free 14 day trial. Price $14.95 3-Mo Subs - $49.95 One-time License.

CompanionLink and DejaOffice Social Media (Facebook, Twitter, Linkedin)

I have a Love/Hate relationship with Social Media. Well, mostly Hate. My personal preferences are definitely toward having a quiet security based on using public information sources carefully. I don’t really like the idea of having a personal billboard that broadcasts my info to anyone whether I know them or not.

It has become strategic for CompanionLink Software to begin advertising on Social Media networks. It has become the case that business people use Facebook and Twitter and this is a great platform to get the word out about our products. So it is important for us to make this into a platform that is useful to our customers for ongoing communication.

We definitely want our platform to be useful. It is not our mission to do nothing but promote product sales. We want to convey our process in building our products, in using them, and relate any information that helps our customers. If we make a feed that is useful to our subscribers, then this will be a great landing page for our advertisements. At least that is the goal.

CompanionLink – Facebook, Twitter, LinkedIn

CompanionLink’s media pages are: Facebook, Twitter and LinkedIn. For the most part we post identical content on these, and so you only need to subscribe to one of them. Our goal is to start posting about twice a week. Posts will be centered on our PC Sync products; Sync Outlook Calendar to Android, Sync Outlook Calendar to iPhone, Sync Google Calendar with Outlook. Since DejaOffice CRM on Android and iPhone is part of this, we will add some tips and tricks for that. We will highlight program updates and appropriate videos.

DejaOffice – Facebook, Twitter, LinkedIn

DejaOffice has a parallel presence, and we will use this to promote our new DejaOffice PC CRM product (DPC). Some of the articles will line up with the CompanionLink content. But our focus for DejaOffice is for people who are moving toward using DejaOffice CRM on PC, Android and iPhone.

Tech Support and Comments

As always, our best tech support response is from using our normal tech channels. We come in every day and respond to about 100 emails and 80 phone calls. This is a lot of work. Unfortunately it adds to our work the numerous other ways people use to contact us. For DejaOffice, don’t forget the DejaOffice Forum which is open 24×7 and is customer supported. For CompanionLink and DejaOffice email and phone support our hours are 7am-3:30pm Pacific Time Monday through Friday.

Affiliate Opportunities with DejaOffice PC CRM

DejaOffice PC CRM is a unique opportunity. Released in 2019, it can capture a new market customer who are looking for a fast, secure, on-premise CRM program.

It is ideally suited for customers who are a single-person business, and small companies up to 25 sales people. DejaOffice is PC based, the database is local on your hard disk. This makes it unique in the modern CRM marketplace which is almost entirely cloud based.

Affiliate Sales for Business CRM Customers

We offer an Affiliate program that will pay 20% back for every recommendation you make for Business CRM Customers. A Business license generally runs $99 for the Outlook version, $129 for the “Express” CRM and $199 for the 5-User license. So the Affiliate payment is $20, $25 and $40 respectively. You get this in the month following your customer’s purchase. You need do nothing more than promote the program with your link and you get credit for every purchase.

Service business for Localized CRM Customers

DejaOffice is fully Unicode compliant and currently localized with 12 languages. We will work with vendors to produce more localized versions. This allows you to promote DejaOffice for your own community in your own language. You can then become the support representative for your area, deriving sales and revenue by providing technical assistance.

For instance, a Latvian business may wish to set up a Latvian website to promote and sell DejaOffice in the Latvian language. We will assist in working with you to build your language into DejaOffice PC CRM, and Android and iPhone CRM products. Once built, we will maintain these languages in our product releases.

In addition to Affiliate sales, you will find that customers readily need assistance with technical issues, moving databases, and connecting the DejaOffice data to their other business systems. You can easily set up a fee based service business handling this type of service.

To Sign up as an affiliate partner click here. Please write to us about any opportunities you would like to pursue. We are happy to partner with everyone.

about any opportunities you would like to pursue. We are happy to partner with everyone.

. Please write to us about any opportunities you would like to pursue. We are happy to partner with everyone.