DejaOffice PC CRM Product Roadmap

From CompanionLink Support
Jump to: navigation, search

DPC has now been launched, this is a Roadmap Page

Resources

Dpcmainsmall.png

DejaOffice_PC_CRM_-_Guides_and_Features - Complete list of Guides for DejaOffice PC CRM

Introduction to DejaOffice PC CRM




Versions


DPCS - $49.95 - DejaOffice PC CRM Standalone - Synchronizes from Palm Desktop, Outlook, Outlook.Com Google (2 profiles) - Buy Now

DPCG - $49.95 - DejaOffice PC CRM for Google - Edit your Google Contacts/Calendar from your PC Desktop. Built in support for multiple calendar scheduling (schedule multiple people from your PC). (1 profile) - Buy Now

DPCO - $99.95 - DejaOffice PC CRM Plugin for Outlook - Features an Outlook Add-In inside the Outlook. History. Email Window - Buy Now

DPCX - $129.95 - DejaOffice PC CRM Express - (Act!, IBM Notes) Deals, Histories, Reports. - Buy Now

DPCP - $199.95 - DejaOffice PC CRM Pro - Multi-user - 5 user license $50 per user - Accounts - Edit reports. Buy Now For 10 users buy quantity 2 etc.

  1. Proposed May 2020 Price Changes - DPCS - $59.95 (up $10), DPCX $149.95 (up $20), DPCP - $199.95 for 3 users (reduced from 5 users), and $299.95 for 5 users.



2020 Product Roadmap - Things we are thinking about


  1. DONE: B1270 - Contact Query, Mail Merge Documents (for MS-Word)

  2. DONE: B1270 - Calendar/Task Edit: Streamline Edit - Friendly date, Quick Next, Shorter and Wider.

  3. DONE: B1270 - Contact View - Always able to Add/Edit note.

  4. DONE: B1270 - Pinned Window - Resolve popup/edit modes better wider.

  5. DONE: B1270 - Revised Contact View for Express/Pro - Gain some real estate on view screen.

  6. Feb 2020 - Review/update Account and also Secondary Contacts - Express/Pro mode only.

  7. Deals - Deals Display and Reporting - Deals Sync, Deals on Android and iPhone

  8. Purchases - Purchases - Maybe as a History item, or maybe as a Past Deal?

  9. Tickets - Tickets - Maybe as a History item, or maybe as a Past Deal?

  10. Bold/Underline/Bullet List - Bold/Underline/Bullet list mode for All note fields.

  11. Dial Phone from PC - Ability to dial your cell phone by clicking on a phone number on the PC. (PC to Phone Link)

  12. Send Text from PC - Ability to read/write Text messages to customers from the PC, through your phone.

  13. MailChimp API - Easily import/export to popular mail manager.
  14. Quotewerks API - Easily connect Quotewerks to DPC
  15. Templates - Template manager to add templates to Contacts, Calendar, Tasks etc. as in DejaOffice for Android. A template fills in fields for particular contact types, or appointment types.



2019 Past Roadmap - Things we finished in 2019

  1. DONE B1068 Jan 28: DPCO - Outlook Plugin go to beta- DPC will live in your Outlook Email Window.

  2. DONE B1083 Feb 28: Record Privacy. Mask Records and Hide Records like old Palm Desktop.

  3. DONE B1093 Mar 11 Database Encryption options. Both of these will work like DejaOffice for Android.

  4. DONE B1083 Feb 28: Import from CSV. At the very least, import may require "Outlook Export" format; i.e. use the Outlook fields and headers and that will import to DPC (all versions). Alternately, use a SQLite database viewer to import. We use DB Browser https://sqlitebrowser.org/.

  5. DONE B1085 Feb 28: Reports and Printing - Printouts from Contacts, Calendar, Tasks, daily logs, labels.

  6. DONE B1093 Mar 11: - Settings to modify "custom 1" label for Contact custom fields

  7. DONE B1085 Feb 28: Simple reports will be supported in all DPC versions.

  8. DONE B1098 Mar 26: Tasks showing on bottom of Day/Week view Franklin Planner Style.

  9. DONE B1098 Mar 26: - Contact Pictures.

  10. DONE B1098 Mar 26: - Attachments to Contacts and Events - Add an attachment to Contact, Calendar, Task, Deal, Expense.

  11. DONE B1110 - BCM and GoldMine Compatible Accounts view in Contacts List.

  12. DONE B1110 - Email Templates - Add a form email with Title, Body, Attachments and BCC so that you can send form emails quickly to any contact. This is for PC, Android and iPhone versions of DejaOffice.

  13. DONE B1113 - Send batch emails to contact groups.

  14. DONE B1117 - Send batch emails to linked contacts, to a category of contacts.

  15. DONE pending release B1119: Revised Outlook Add-In - more self contained.

  16. DONE B1171 Multi user scheduling - fill out Calendar and Pinned Calendars to easily schedule multiple people where each has their own calendar on their phone. Sync via Google or DejaCloud sync.

  17. DONE B1190 Standard Contact label formats for Avery 5160 (33 labels per page) and other sizes.

  18. DONE B1191 Email History - Automated system to read Inbox and Sent emails into History items.

  19. DONE: B1199 20 Custom fields. Current release has 9 custom fields for Contacts. Requires DPCX and DPCP only.