How to Set Up Secondary Contacts, Contact Groups and Accounts with DejaOffice PC CRM

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Create Contact Groups

Contact Groups (Also known as a Distribution List) are contact records that contain other linked contacts. To setup a Contact Group:

  1. Open DejaOffice PC CRM
  2. Select Contacts
  3. Right click in the Contact List and select "New Contact Group".
  4. Enter a Group Name and then select "Add Contacts" to link contacts to your new group.


Add Contacts to an existing Contact Group:

To add contacts to an Existing DejaOffice Contact Group:

  1. Open DejaOffice PC CRM
  2. Select Contacts
  3. Right click on the contact you want to add to a group and select "Add Contact to Group".
  4. Select the Group from the list you want to add the contact to.


You can also Edit the existing group and use the "Add Contact" to add a new record to the group.

Create Secondary Contacts

Secondary Contacts are Contacts that are linked to other Contacts. This might include a Spouse, Child or Assistant. To make a Secondary Contact Link:

  1. Open DejaOffice PC CRM
  2. Select Contacts
  3. Find and Double Click the Contact you want to link to another Contact. (Both Contacts Must Exist in the DPC Contacts).
  4. Select "More" in the Edit Panel, click "Add Contacts", Choose the Contact you want to link, and Save.


You when select either contact you will find the link in the Detail Panel under "Contacts".

Create Accounts

Accounts are records for a Company that might have multiple linked contacts, much like a group. To create an Account:

  1. Open DejaOffice PC CRM
  2. Select Contacts
  3. Create a new Contact, leave the First Name Field Blank and enter "Acct: <account name>" in the Last Name.
  4. Select "More" in the Edit Panel, click "Add Contacts", Choose the Contacts you want to link, and Save.