DejaOffice PC CRM - Guides and Features

From CompanionLink Support
Jump to: navigation, search

DejaOffice PC CRM Guides

Roadtorebuild.jpg

Setup Guides

  1. DejaOffice PC CRM Overview
  2. DejaOffice PC CRM Setup Wizard
  3. DejaOffice PC CRM Settings Menu


DejaOffice PC CRM Features

  1. Using the Outlook Addin
  2. Edit and View Panel Updates
  3. Privacy and Encryption
  4. Using DPC Sort, Filter and Group Settings
  5. Database Location and Backup Options
  6. Importing and Exporting
  7. Create Email and Document Templates
  8. Reports and Printing
  9. Outlook Flagged Emails to Tasks
  10. Outlook Emails to Contact History
  11. Create Contact Query Lookup Filters
  12. Using CRM Styles
  13. Set up Dialing from DejaOffice PC CRM
  14. DejaOffice PC CRM for Email and MS Word Marketing
  15. Sync Multiple Google Calendars to DPC Categories
  16. Using Groups, Secondary Contacts, and Accounts
  17. Using QuoteWerks with DejaOffice PC CRM


Multi-User Features:

  1. Using Multi-User Mode (DPC Pro)
  2. Multi-User Day View
  3. Creating User Permission Levels
  4. Using PC CRM Pro to Pass Inbound Calls


Upcoming features: Product Roadmap

DejaOffice PC CRM Videos

Introduction to DejaOffice PC CRM


Introduction to Pinned Windows


Importing and Exporting Tables


Android:

  1. Sync DejaOffice PC CRM to Android using DejaCloud


iPhone\iPad:

  1. Sync DejaOffice PC CRM to iPhone using DejaCloud


Palm Desktop:

  1. How to Migrate Palm Desktop to DejaOffice Personal CRM


Google:

  1. Sync DejaOffice PC CRM to Google
  2. Sync DejaOffice PC CRM to Multiple Google Calendars
  3. Using Google Calendar and DPC Pinned Windows


Device Specific Settings

Android:

1. Android via USB: Configuring Settings for Android via USB
2. Android via Wifi: Configuring Settings for Android via Wifi
3. Android via DejaCloud: Configuring Settings for Android via DejaCloud


iPhone\iPad:

1. iPhone\iPad via USB: Configuring Settings for iPhone\iPad via USB
2. iPhone\iPad via Wifi: Configuring Settings for iPhone\iPad via Wifi
3. iPhone\iPad via DejaCloud: Configuring Settings for iPhone\iPad via DejaCloud


Source Specific Settings

Dpc-hero-800.jpg
1. Palm Desktop: Configuring Settings for Palm Desktop
2. Time and Chaos: Configuring Settings for Time and Chaos
3. Google: Configuring Settings for Google
4. Outlook: Configuring Settings for Outlook
5. Outlook.com: Configuring Settings for Outlook.com
6. Act!: Configuring Settings for Act!
7. Goldmine: Configuring Settings for Goldmine
8. IBM Notes: Configuring Settings for IBM Notes




Retrieved from "https://www.companionlink.com/support/wiki/index.php?title=DejaOffice_PC_CRM_-_Guides_and_Features&oldid=14013"