Choose Settings under DejaCloud and enter your Email and Password. If your data is already in DejaCloud and there is no other PC Database, skip the "PC Data Source" option in the Setup Wizard, and under the Mobile Phone\Tablet option select DejaCloud. We don't recommend setting this to any fields other than "ID/Status" or "Group Name".īy default Act Todos are sent to the DejaOffice PC task list, if you would rather them synced to the calendar, you can change that here. If you use "Groups" to filter records in Act! you can set this "Group Name". If you want to change this, select the Category Field tab and change the drop down. By default ID\Status syncs to the DPC Categories. For Act! Custom Field 1-9 default the Act! User fields Tab for User 1-9.ĭejaOffice PC CRM uses Categories in place of ID\Status in Act!. The Custom Field Labels will appear in DPC after the sync as well. These fields can be set to your own user fields in Act! or GoldMine. Give it a moment to load and select the top drop down and change this to "Custom Fields 1-10" or "Custom Fields 11-20". To check for Custom Field mapping, find the Field Mapping Tab and select it. Please note the standard fields (Name, Address, Phone numbers, will be pre-mapped). DejaOffice PC CRM Standalone allows for 9 custom mappable fields, DejaOffice PC CRM Express and Professional allow for 20 custom mappable fields. If your Source Database is Act! or GoldMine, and you have Custom Fields in your Database, those can be synced to DejaOffice PC CRM. You can also enable syncing of Company records from Act if you wish, note these are records in the Company area in Act and does not apply to contacts that happen to have data in their company field. Enable the option to "Sync Additional Contacts" (GoldMine) or Disable the option to "Sync Secondary Contacts" (Act!). If you want to sync Secondary Contacts (Act!) or Additional Contacts (GoldMine), find the Additional Contacts Tab (GoldMine) or the Secondary Tab (Act!). Secondary\Additional Contacts (Act! and GoldMine): Note: Do not enable the History option in the Notes or Notes/History options tabs, this is handled under the Applications tab by the History option.Note: The more histories included the longer the first sync may take.This is optional and may increase sync times. You can change the Maximum Number of Histories per Contact to "999" if you would like to ensure every past Contact History is migrated from the Source Database. If so, find the Notes Tab (GoldMine) or the Note\History Options Tab (Act!). In the Applications tab and ensure the History option is checked. This is optional and similarly to the date range setting this may increase sync times. You can change the Maximum Number of Notes to Transfer to "999" if you would like to ensure every past Contact Note is migrated from the Source Database. In the Notes Tab (GoldMine) or the Note/History Options Tab (Act!). This is optional and can increase sync times if this setting is left turned up. In the Calendar Tab, if you would like to sync all past calendar events from the source database (ie Outlook, Act, etc) you can set the Date Range to "99999". On a first time Migration, check the following settings to ensure you are fully Migrated. Note: If you are unsure which style to select, leave it on DejaOffice CRM Style.ĭPC can Migrate from the following Databases:.Click here for our full guide on what settings are enabled when selecting a CRM Style.CRM style enables certain settings in DejaOffice PC CRM that should help it look close to the Database Style Selected.
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