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 compatibility you need to update CompanionLink. DPC will remind you to do this.


DejaOffice PC CRM can handle DejaCloud, Wi-Fi and USB Sync to multiple devices. However, you need to use a single sync system, that is, you cannot use USB sync to one device and Wi-Fi sync to another.

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
The following is an introduction to the DejaOffice PC CRM Outlook Add-in. DejaOffice PC CRM Outlook Add-in


Configure Sync After Install

DPCSyncSettings1.png

If you initially skipped the Setup Wizard to enable Sync, you can return to the Settings > Setup Wizard and follow this to select a Source and Device Sync. You can also setup a Sync after installing from the Sync Settings. To setup sync:

  1. Open DejaOffice PC CRM.
  2. Select Settings and select Sync Settings.
  3. Ensure "DejaOffice PC CRM" is Controlling the sync at the top.


Now you can setup a "Source" or a "Device" sync.

Sync\Migrate from a Source Database:

  1. Select the Source dropdown.
  2. Choose the Database you want to link to the PC CRM.


Configuring Advanced Source Settings: Check the following guides for details of the Settings for Each Source Database. Click Settings under the selected Source.

1. Palm Desktop: Configuring Settings for Palm Desktop
2. Time & Chaos: Configuring Settings for Time & 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
  • Note: As with any program can syncs data, we always recommend making a backup of your original database.


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 (floated) window.
  5. Pinned windows can also be created from Settings > Pinned Windows Settings


Check here for our guides on DejaOffice PC CRM Features.

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