![]() Our servers are high technology and really fast! Of proximity to international fiber network. Our servers are based in New Jersey to take advantage With CompanionLink you use your email address to register the software on a new computer.ĬompanionLink is located in Portland, Oregon. When you buy a new computer, you do not need to purchase a new license. When someone is absent you can easily drag and drop to assign the Appointment or Task to someone else.Ĭlick here for all of our PC CRM Guides and Features Portable License Multi-User Scheduling A dedicated view that shows everything your team has scheduled for the day Appointments and Tasks. Each record can have an "owner" and can control visibility for other users. DPCP - Pro Features Multi-User Shared Files Set up a Multi-User Database on a shared on-premise server. Scan Outlook Email to History Automatically scan inbox and outbox to build Contact History automatically. Import Contacts, Activities, and History from Act! and GoldMine. Easy Migration from other CRM tools Import Accounts, Tasks and Communication History from Microsoft Business Contact Manager. To another contact, like a Customer's Child record, or a Business Assistant record. Secondary Contacts are contacts that have a relation A group (distribution list) is a set group of people that you email or market to regularly. DPCX - Express Features Accounts, Groups and Secondary Contacts DejaOffice makes it easy to handle Accounts, Groups and Secondary ContactsĪn Account is a company record to which several Contacts belong to. Move an Email to Customer History Store any email to Customer History - save the text body forever. Create an Appointment or Task from an Email Easily drag and drop an Email to create a new Calendar Event or Task Schedule a task for another Person Create a task and assign it to another person on your team. Shows you the matching Contact record, phone numbers, notes and history. DPCO - Plugin for Outlook A Side Panel on your Outlook Email When you read an email - the Outlook Plugin Easy Migration from your Contact Manager Import Contacts, Calendar, Tasks and Notes from Palm Desktop, Google, Outlook. Automatic Backup Automatically backs up every day or every week. ![]() Settings to mask or hide private records. Private, Masked and Hidden Records Mark any Contact, Calendar or Task private. Automated Marketing through Email and MS-Word Use your CRM for Automated Marketing through Email and MS-Word Printing. Make life easy by sending standard responses out to new customers. Create Document Templates for Print and Email You can create Mail-Merge forms for Email and Print usingĭocument Templates. Print List, Detail, Labels Print Contact List, Contact Detail, Day View, Month View, Task List, Notes. Select contacts and past them into Excel.Įasily import Contacts from any Web Based CRM. Recurring appointments, multi-day events, color categories Grid view with Custom Columns Easily see your Contacts or Tasks as a grid, allowing easy import, export and batch operations. Day View, Week View, Month View, Calendar List Basic Calendar functions for Day, Week, and Month views. *DejaOffice Express and Pro allow 20 custom fields. User Defined Custom Fields Define 10 Custom fields to store Account Number, Purchase Date, Customer Interest, Sales Region or anything else you need. Easily Search for any Contact based on Name, Company Name, Any Field, File As and on a custom field value (like Account Number) Contact Notes with Date Contact Notes field with optional Date label for each note. Ring Alarms, Access Maps and Directions Contacts, Calendar,Tasks and Notes - Unlimited number of Contacts, Calendar Items, Tasks and Notes. DPC Features Sync to your Cell Phone - Automatically Sync to DejaOffice on your phone - Contacts, Calendar, Tasks and Notes.
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