DejaOffice PC CRM - Guides and Features

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DejaOffice PC CRM is a fully featured CRM with many features and functions that can make it just right for your business and personal needs. The following pages go over Setup and some of the features of the PC CRM.

DejaOffice PC CRM Setup Wizard

The following guides will walk you through the Setup Wizard. This is normally for a first-time set up.

  1. DejaOffice PC CRM Overview
  2. DejaOffice PC CRM Setup Wizard
  3. Set Up DPC Sync to Android, iPhone and iPad


Migration Guides

If you are moving to DejaOffice PC CRM from another CRM there are some settings you can set to ensure you get all data the original CRM:

  1. DejaOffice PC CRM Migration Guide
  2. DejaOffice PC CRM Palm Desktop Migration Guide
  3. Install DejaOffice PC CRM on a new Computer
  4. Moving DPC to a New Computer



New Features (DPC v2)

DejaOffice PC CRM is always working to innovate and listen to user feedback. Here are some of our latest notable features:

  1. Using the Full Contact Detail Panel
  2. How Use Roll Over for Calls, Events, and Tasks
  3. Using the Back Button for Previously Selected Contacts
  4. Using DejaOffice PC CRM Pro (Multi-User) User Reports Reports in Dashboard
  5. Using DejaOffice PC CRM v2 HTML Notes
  6. Using Tasks in DejaOffice PC CRM v2 Month Calendar View


General Feature Guides

DejaOffice PC CRM has a number of advanced features, the following guides will go over some of these in more detail:

Watch this video to see how DPC Looks showing Contact Info, Custom fields, Notes, Histories and Followups all one one screen.


General Features:

  1. New 2023 Display Style
  2. DejaOffice PC CRM Dashboard
  3. Convert Contact Notes to Notes Database
  4. Grid View Templates
  5. DejaOffice PC CRM Settings Menu
  6. Using the Outlook Addin
  7. Edit and View Panel Updates
  8. Using DPC Sort, Filter and Group Settings
  9. Privacy and Encryption
  10. Database Location and Backup Options
  11. Importing and Exporting
  12. Create Email and Document Templates
  13. Reports and Printing
  14. Outlook Flagged Emails to Tasks
  15. Sync Multiple Google Calendars to DPC Categories
  16. Using the Getting Things Done (GTD) CRM Style


Advanced Features:

  1. Using Followups and Completions
  2. Using Custom Contact Fields
  3. Using Deals and Opportunities
  4. Using Groups, Secondary Contacts, and Accounts
  5. Create Contact Query Lookup Filters
  6. Using CRM Styles
  7. Set up Dialing from DejaOffice PC CRM
  8. DejaOffice PC CRM for Email and MS Word Marketing
  9. Outlook Emails to Contact History
  10. Using QuoteWerks with DejaOffice PC CRM
  11. Convert Contact Notes to a Notes Database


Multi-User Features (DejaOffice PC CRM Professional)

If you are using DejaOffice PC CRM Professional, you get access to our Multi-User mode and some extra advanced features.

Schedule Multiple Staff in Office and Mobile

  1. Using Multi-User Mode
  2. Set Up Shared Network Database
  3. Multi-User Day View
  4. Creating User Permission Levels
  5. Using PC CRM Pro to Pass Inbound Calls
  6. DejaOffice PC CRM PHONESlips Messages
  7. Batch Update Record Owner


Upcoming features: Product Roadmap











DejaOffice PC CRM Video Guides

Check out our Video Guides for DejaOffice PC CRM

Introduction Videos:

Introduction to DejaOffice PC CRM

Introduction to Pinned Windows

Importing and Exporting Tables



























Sync Guides:

Sync DPC with Android using DejaCloud

Sync DPC with iPhone using DejaCloud

Migrate Palm Desktop to DPC



























Google Sync Guides:

Sync DPC with Google

Use DPC with Multiple Google Calendars

Use Google Calendar with Pinned Windows




























Device Specific Settings

Android:


iPhone\iPad:


Source Specific Settings

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