DejaOffice PC CRM - Guides and Features
From CompanionLink Support
DejaOffice PC CRM Guides
Setup Guides
DejaOffice PC CRM Features
- Using the Outlook Addin
- Edit and View Panel Updates
- Privacy and Encryption
- Using DPC Sort, Filter and Group Settings
- Database Location and Backup Options
- Importing and Exporting
- Create Email and Document Templates
- Reports and Printing
- Outlook Flagged Emails to Tasks
- Outlook Emails to Contact History
- Create Contact Query Lookup Filters
- Using CRM Styles
- Set up Dialing from DejaOffice PC CRM
- DejaOffice PC CRM for Email and MS Word Marketing
- Sync Multiple Google Calendars to DPC Categories
- Using Groups, Secondary Contacts, and Accounts
- Using QuoteWerks with DejaOffice PC CRM
Multi-User Features:
- Using Multi-User Mode (DPC Pro)
- Multi-User Day View
- Creating User Permission Levels
- Using PC CRM Pro to Pass Inbound Calls
- DejaOffice PC CRM PHONESlips Messages
Upcoming features: Product Roadmap
DejaOffice PC CRM Videos
Android:
iPhone\iPad:
Palm Desktop:
Google:
- Sync DejaOffice PC CRM to Google
- Sync DejaOffice PC CRM to Multiple Google Calendars
- 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
- 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