DejaOffice PC CRM Privacy and Encryption Settings

From CompanionLink Support
Jump to: navigation, search

Private Record Settings


To adjust the DejaOffice PC CRM Privacy Settings:

  1. Open DejaOffice PC CRM.
  2. Click Settings.
  3. Select Privacy and Encryption Settings.

Using Private Records

A. Masking Private Records: This option Masks records in DejaOffice PC CRM marked as Private with ******.
B. Hiding Private Records: This option Hides records in DejaOffice PC CRM marked as Private.
C. Private Record Password Enabling a Private Record password requires you enter a password you set to reveal the information in private records.
D. Private Record Timeout: Enabling a Private Record Timeout will re-hide\re-mask records marked as private after the time selected has passed.

Making a record Private


To mark a record as Private, create or edit any record and put a check in the "Private" box.

  • Note: For contacts, the Private option is found under "More" in the bottom left of the Contact edit panel.

Showing\Hiding Private Records


In any DejaOffice PC CRM view, click the 3 bars in the top right, and select "Show Private Records" to display any hidden records marked as private.
To reveal a Masked record, select the record in DejaOffice PC CRM to show its contents.

  • Note: If you have set a privacy password, you may be prompted to enter this password when showing or selecting a masked or hidden record.

Database Encryption

Encryption for DejaOffice PC CRM will be released at a later date.