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

Contact Groups

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

Create Contact Groups:'

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.

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".

Accounts

Accounts are records for a Company that might have multiple linked contacts, much like a group. Accounts are automatically enabled in the Act! CRM Style.

Enable Accounts:

1. Open DejaOffice PC CRM
2. Select Setting and Contacts Settings.
3. Put a check in "Enable Accounts Application".

On the left panel will be a new conduit for Accounts.

Create an Account:

1. Open DejaOffice PC CRM
2. Select Accounts
3. Click + in the Accounts menu to create a new account.
4. Select "More" in the Edit Panel, click "Add Contacts", Choose the Contacts you want to link, and Save.

Projects

Projects are records that might have multiple linked Contacts, Events, Tasks, or Deals. Projects are automatically enabled in the Getting Things Done CRM Style.

Enable Projects:

1. Open DejaOffice PC CRM
2. Select Setting and Contacts Settings.
3. Put a check in "Enable Projects Application".

On the left panel will be a new conduit for Projects.

Create a Project:

1. Open DejaOffice PC CRM
2. Select Projects
3. Click + in the Projects menu to create a new account.
4. Select "More" in the Edit Panel, click "Add Contacts", Choose the Contacts you want to link, and Save.