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. Order Runstart Service DPC Features Sync to your Cell Phone - Automatically Sync to DejaOffice on your phone - Contacts, Calendar, Tasks and Notes. Our technician will securely log in to your PC and get everything working. Let our experts get you completely set with your new phone. Add Premium Support to my order Runstart Configuration Service Schedule up to five appointments for a CompanionLink expert to set up your sync. Three user access levels limited, full and adminĭPCP is sold as a perpetual license that costs about $70 per user. Hold the main database in the office, but allow remote access, and laptop access to it. Multi-user option gives user-level security on the shared database. When you Migrate to DejaOffice, you will have all your existing contacts, all the history, all the notes, and all your custom fields.ĭejaOffice fully integrates with Outlook, and also supports two-way sync to Google, iCloud, Android and iPhone No other vendorĬan import GoldMine Notes and Histories cleanly. No need for expensive and slow cloud-based solutions. There is nothing to lose at this price!ĭejaOffice PC CRM Pro 3-user license $199.95 Import all your GoldMine data and still store it locally in your office. That is something that takes hours for GoldMine to create a SQL, add users, and connect to it. DejaOffice auto configures the server in about 15 seconds. Unusual adaptation to dates greater than 1999įor these reasons, no tool outside of CompanionLink can cleanly import a GoldMine contact database to any sophisticated tool like Salesforce or Zoho.īut DejaOffice offers something even more unique - a drop in replacement for an on-premise multi-user database.ĭPC is based on SQLite which offer a faster and easier modern backend database that the founders GoldMine could only dream of.Custom field handling is linked strangely to Contact Records.Email field is not held in the Contact database.Many people already know that GoldMine has a number of quirks that make it nearly impossible to import into other tools. Contacts, Activities, Notes and Histories
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |