DejaOffice PC CRM Sync Setup Guide

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DejaOffice PC CRM

Welcome to the configuration for DejaOffice PC CRM (DPC)

DejaOffice and CompanionLink

Dpcmainsmall.png

Please use the following guidelines if you are using CompanionLink: Note: for all compatibility you need to update CompanionLink. DPC will remind you to do this.

  1. If you sync from one app to one phone: DejaOffice PC CRM will replace CompanionLink.
  2. If you sync from one app to two devices using Wi-Fi Sync: DejaOffice PC CRM only supports sync to a single Wi-Fi device, so you will keep using CompanionLink.
  3. All other cases: DejaOffice PC CRM can handle DejaCloud and USB Sync to multiple devices. CompanionLink will be turned off when DPC is configured.


Summary: Either DPC Sync or CompanionLink will be running, but not both.



DPC Configuration and First Sync

When you run DPC it will start with the Setup Wizard. At the end of setup, DPC will synchronize for the first time. So before you set up please be sure you:

  1. Have backed up your core databases.
  2. Are ready to reconfigure your CompanionLink Sync.


The setup wizard will walk you through the configuration process. DejaOffice PC CRM Setup Wizard Guide

Key Features of DPC

  1. Change font type in General Settings.
  2. Change theme colors in General settings or from the toolbar icon.
  3. Ctrl-scroll to zoom individual windows. Ctrl-0 to reset zoom on a window.
  4. The Pin icon allows you to create a pinned window.
  5. Pinned windows can also be created from Settings Pinned Windows