How to Enable and Use HTML Notes with CompanionLink v11

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CompanionLink v11 has added the ability to use and sync some HTML formatting. This includes Bold, Underline, Italics, Hyperlinked URL Text, Bullet Lists and Numbered lists. This guide will go over how to Enable HTML to sync to DejaOffice, on iPhone and Android. HTML Notes Sync support includes Outlook (Classic), New Outlook (for Calendar), Act!, Act! Cloud and Google (for Calendar).

Enabling HTML Notes to Sync in CompanionLink v11

DPCCLHTML.png

To enable HTML notes to sync in CompanionLink v11:

  1. CompanionLink.
  2. Select Settings on the left then select Advanced in the bottom left.
  3. Select the General Tab from the Settings menu at the top.
  4. Enable the "Html Notes" check box.


HTML notes are now set to sync from the PC and the mobile device.












Enabling HTML Notes in DejaOffice for iPhone and Android

DejaOffice on iPhone and Android supports the HTML Notes from DejaOffice PC CRM v2. You will need the latest versions of DejaOffice on mobile.

  • Android: Build 1665 (4.4.61) or Higher.
  • iPhone\iPad: Build 1535 (2.11.16) or Higher.
DOJAHTMLDETAIL.jpg

To Enable HTML Notes on Android:

  1. Open DejaOffice on Android.
  2. Select Settings and select Display Settings.
  3. Enable "Show HTML Controls".


Now HTML Controls will be visible in DejaOffice Notes just like in the PC CRM v2!














DJOIHTMLDETAIL.jpeg

To Enable HTML Notes on iPhone\iPad:

  1. Open DejaOffice on iPhone\iPad.
  2. Select Settings and select Display Settings.
  3. Enable "Use Html Notes".


HTML controls to add HTML on the mobile are coming soon for iPhone\iPad. Existing HTML is editable and it will add to the same line in the same format of the selected text.

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