DejaOffice PC CRM Sync Setup Wizard

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DejaOffice PC CRM Sync Setup Wizard

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After installing the DejaOffice PC CRM you be promoted with a Setup Wizard. The following guide will assist you with each screen and offer details on specific Database and Device setting.








Selecting your CRM stlye

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DejaOffice PC CRM offers several CRM Styles:

  1. DejaOffice Style - This is the default style, it will set Task Priorities to Low, Medium, High.
  2. Outlook Style - This will set Task Priorities to Low, Medium, High.
  3. Act! Style - This will enable the Follow Up panel allowing you to see the next event associated a contact, and allow for quick creation of Follow Up Tasks, Journal items, and events.
  4. Goldmine Style - This will enable the Follow Up panel allowing you to see the next event associated a contact, and allow for quick creation of Follow Up Tasks, Journal items, and Events.
  5. Palm Desktop Style - This will set Task Priorities to the Palm Desktop 1-5 style.
  6. Franklin Covey Style - This will set Task Priorities to the Franklin Covey A1-Z99 style.




Choosing your Data Source

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If you currently have your data in a different database, this option allows you to sync that information directly to DejaOffice PC CRM. Click the Drop down to select your database. If your data is currently in DejaOffice app on the phone, you can leave this set to None and continue to the Device selection menu.

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


CompanionLink is already installed

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DejaOffice PC CRM contains its own sync, if you already have CompanionLink installed and syncing, selecting a Data Source will prompt you to allow DejaOffice PC CRM to take over the sync.

  • Note - If you wish to return to the CompanionLink sync, your original settings will remain untouched.






Choosing your Device

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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

DejaCloud

1. Sync via DejaCloud: Configuring Settings for Sync via DejaCloud



Disabling DejaDesktop

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If you have previously installed our DejaDesktop Program, the DejaOffice PC CRM pinned windows are a replacement for this and should be disabled. Selecting "Turn Off" will remove the DejaDesktop background image and disable it from running at Windows Start up. If do not have DejaDesktop installed, you will not see this window.






Finishing the Wizard

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Click the Finish button to complete the Setup Wizard. If you have selected a Data Source or a Device for Sync, you will see a prompt to Sync Now after clicking Finish. If you do not wish to sync after completing the Setup Wizard, select "No" when prompted.