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DejaOffice PC CRM Changelog

What's new in DejaOffice PC CRM 1.0.1821.0

Apr 24, 2024
  • Fixed issue with Contact List Print.
  • Fixed issue with Birthdays on Leap Day's not showing correctly on future leap days.
  • Fixed issue which could cause some preferences to not be saved after a sync.
  • Fixed issue with Scroll Bar not appearing when converting to Contact Notes Database.
  • Fixed issue with Show Linked From not appearing in Search results.
  • Fixed issue with restoring an Encrypted DB backup from an unencrypted DPC.
  • Fixed issue with Week Stack not printing the correct week if tasks are enabled.

New in DejaOffice PC CRM 1.0.1804.0 (Feb 22, 2024)

  • Added Contact Settings to Convert Contact Notes to a Database.
  • Added Hover detail panel when using Contact Notes database.
  • Added Templates to Contact Grid View to store and switch between selected columns.
  • Added a "Create Task Copy" to right click menu in calendar.
  • Added General Setting to place Date Time Stamp at Cursor Position vs at the top of the contact note.
  • Fixed issue with Pro version trial not allowing more than 5 users.
  • Fixed issue with Pro version trial not prompting to create users when multi user mode is enabled.
  • Fixed issue with multi Contact vCard Export when two records have the same name.
  • Fixed issue with Tasks not printing with Week view when enabled.
  • Added Print options for Week Stack View.
  • Removed Contact Photo option for iCloud sync.

New in DejaOffice PC CRM 1.0.1789.0 Beta (Jan 8, 2024)

  • Updated Setup Wizard for easier onboarding.
  • Fixed issue with Add Category in Deals.
  • Added Highlight to DPC Search.
  • Fixed issue with events appearing one day off in Week Stack View in Australia TZ.
  • Fixed issue with Modern Scroll bar not showing all of a large memo.
  • Tweaks for moving an Encrypted Database to a new PC.
  • Added Template option to Include Secondary Email fields when Emailing Selected Contacts.
  • Added setting for Act! and Goldmine CRM style to default Call Type Activities to Free Status.
  • Fixed issue with Week Stack now showing Multi-Day Events.
  • Fixed issue with Right Click Add Category not working in Calendar List view.
  • Optimizations for Large Notes to improve load times.
  • General improvements to loading and speed.
  • Added AWeber integration for Upload and Download of Subscriber lists.
  • Fixed issue with Month View position not resetting after closing to system tray with a Pinned Window.
  • Added option to show recurring events as a single instance in Next Action Panel.
  • Added AscendingDescending Order option to Next Action Panel.
  • Fixed Display issue in Trinidad TZ for Contact TZ display.
  • Added Highlights to Search Terms in DPC.
  • Fixed issue with Task Headers not updating in Week Stack View.
  • Added more options for the Next Actions and Past Actions to display.
  • Speed improvements to Search for Network Databases.
  • Added Hyperlinking to Attachments in the Edit Panel.
  • Added Hyperlinking for Linked Contacts in the Edit Panels.
  • Added new General Setting to keep Attachments in their original location (DPCCL Fix).
  • Network DB's with over 50k History no longer show in the record counts menu.
  • Improvements to multi-user connection requests.
  • Fixed refresh issue when changing the No Category Color for past events.
  • Added Stage Filter to Deals to filter on Deal Stage.
  • Fixed issue with Multi-Select for Categories not working for multiple records in Grid View.
  • Fixed issue with using right click "Copy" on Linked contact name in Event Details not working.
  • Added History Record Sync Limiter (CL Fix).
  • Added ability to add a Blank in the Custom Field Drop Down conversion.
  • Updated Slovak Language.

New in DejaOffice PC CRM 1.0.1757.0 (Sep 11, 2023)

  • Added Week Stack View Option to DPC Calendar Week View (Select Stack Icon in Week View Icon Bar).
  • Added HubSpot to Sync sources list (DPC and CL Fix).
  • Fixed an issue which could prevent Search from working with category filters enabled.
  • Changes for new Category Icon.
  • Fixed issue with Outlook Addin not working in German, Spanish, French, and Portuguese Outlook.
  • Fixed issue with quote preventing email subject from transferring in the Outlook Addin.

New in DejaOffice PC CRM 1.0.1721.0 (Jun 13, 2023)

  • Added option to disable Category Dot on year view to Calendar Settings.
  • Fixed issue with Phone Formatting display not working.
  • Fixed issue with iCloud not storing password in DPC sync (CL Fix).
  • Fixed issue which could cause DPC Website Field to sync to two fields in DejaCloud (CL Fix).
  • Added option for DPC notes to add only Date Stamp, no time.
  • Added Autocomplete to DPC (like Android) for Subject fields (Task, Calendar, etc).
  • Added option to Hide Categories in Category PickerFilter selection List.
  • Added Option to ImportExport DPC Preferences (Views, Zoom Levels, Panel settings, etc).
  • Added option to make Custom fields into Drop Down lists. (DPC Settings > Contact Settings > Set Custom Field Labels > Pencil Icon next to field Label and Convert to List).
  • Added Category Setting to Ignore Category Filter on Search.
  • Fixed issue with history bar not appearing unless contact had an existing history.
  • Improvements to the Linked Contact Resolve Scan.

New in DejaOffice PC CRM 1.0.1706.0 (May 10, 2023)

  • Added Drag and Drop for Image files into the Note Fields in Detail Panel for all data types (adds as an Attachment).
  • Added preview display for Image files attached to Records.
  • Added resize for horizontal panels in detail views.
  • Fixed issue which could cause gap in the history panel.
  • Added Contact Email to DPC Calendar Grid View for Linked Contact Email Display.
  • Email Addresses in Grid View are now hyperlinked.
  • Added Category Dots to Task Go to Date option to show existing tasks.
  • Fixed crash issue with Accounts.
  • Fixed issue with setting Task Complete status via the drop down not completing the task.

New in DejaOffice PC CRM 1.0.1700.0 Beta (Apr 24, 2023)

  • Added Dashboard and Dashboard Settings for DPCP and DPCX.
  • Added Trial for DPC Dashboard in DPCG, DPCO and DPCS.
  • Fixed issue with could cause DPC to crash on Copy to Clipboard.
  • Fixed issue with Custom Fields in Grid view that could cause crash.
  • Added right click option in Contacts to "Export to vCard".
  • Added ability to drag and drop VCF files into the DPC Contacts List to add records.
  • Tweaks for crash issue with DPC on Windows 8.1.
  • Fixed issue for Phone Number Display in Contacts List when removing displayed number.
  • Fixed issue with Right Click "Email Selected Contats" not working on Groups.
  • Added "Roll Uncompleted Events like GoldMine" setting in History Settings.
  • Added new Column to DPC Calendar Grid for Linked Contact Company Name.
  • Fixed issue with moving events to "Tommorrow" moving to next available timeslot.
  • Double clicking Read Only fields in DPC Grid Views now opens the edit.
  • Disallow use of ; in Category Names.
  • Tweaks for Purge and Restore options for Multi-Owner databases.
  • Added Timezone Shift to DPC Settings and prompts for shift.
  • Added default timezone prompt when PC timezone is changed.
  • Fixed private record display issue in multi-user mode.
  • Fixed issue with slow load due to previous DB location check.
  • Fixed issue with Date only custom fields showing a Time.
  • Fixed issue with some countries not appearing in the Country list.
  • Added new Moon Phases Holiday Calendar.
  • Added new Polish Holiday Holiday Calendar.
  • Added new Belgian Holiday Holiday Calendar.

New in DejaOffice PC CRM 1.0.1680.0 (Mar 13, 2023)

  • Added Dashboard and Dashboard Settings for DPCP and DPCX.
  • Tweaks for slowness on Network Db's with large history files.
  • Added "All Day Rows" Setting to allow for more All Day Events.
  • Moved HistoryNext Action Lookups to different thread on Search to improve Search speed with large histories.
  • Added right click options for Add to ProjectAccount when enabled.
  • Added Thunderbird as a Data Source option.
  • Updated Australian Holiday Calendar.
  • Fixed display issue for Phone Fields with Text in Detail Panel.
  • Fixed issue with adding new contacts from "Add Contacts" panel with multi select enabled.
  • Changed Edit panel in the Widget Details panels to a Double click to open edit.
  • Added right click Copy to the detail panels for all fields.
  • Linked Contact Address and Company Name now transfer to QuoteWerks from DPC Deals.
  • Fixed issue with Right Click Copy in Detail panel not getting full address.
  • Fixed issue with Date Sorting in Custom Fields in DPC Contact Grid View.

New in DejaOffice PC CRM 1.0.1647.0 (Jan 9, 2023)

  • Importing contacts from Accounts automatically makes imported records accounts.
  • Added Query Filters to DPC Tasks.
  • Fixed issue with Alarms incorrectly syncing from Outlook.
  • Added Browse option to DPC Manual Back up.
  • Fixed issue with BiWeekly recurring tasks losing second selected day on edit.
  • Fixed issue with Printing in Contact Grid view only printing one page.
  • Added logic for Calendar List view to respect "Display On View" calendar setting.
  • Added "Month" option for "Display On View" setting.
  • Added Page specific Printing to DPC Reports.
  • Tweaks for Time and Date Stamp in Contacts.
  • New Setting for Time amd Date Stamp to put icon on Notes bar.
  • Tweaks for issue with multi-contact linking to events.
  • Fixed issue in Week View changing from 5 to 7 day view with Tasks enabled.
  • Added support for Dragging Events to Left or Right of screen to change Week.

New in DejaOffice PC CRM 1.0.1630.0 (Oct 24, 2022)

  • Tweaks to contact linking logic.
  • Completions on HolidayBirthdayAnniversary event DPC will create a history and mark the record completed (if Completion Dialogue is enabled).
  • Added new DPC Category setting to prevent new categories being created from Sync. (DPCCL Fix).
  • Added "-status" command line option for troubleshooting.
  • Fixed Display issue for Windows 11 which could cause picker screens to be blank.
  • Fixed issue with slowness when moving DPC main window in Windows 11.
  • Fixed issue with Picker window size not staying static.
  • Added highlight to time picker for events to indicate events already scheduled.

New in DejaOffice PC CRM 1.0.1616.0 (Sep 28, 2022)

  • Added monday.com, SalesForce and Zoho to DPC "Source" list. (Need Latest CL and DPC).
  • Fixed issue with Add Deals button not working in old view screen.
  • Added option for Default Start Date and Default Due Date for Tasks.
  • Fixed display issue with some recurring records not showing the last instance.
  • Fixed issue with Completed Events in DPC uncompleting after modifying the completed record in Outlook. (DPCCL Fix).
  • Improvements to dedupe logic for Deals. (DPCCL Fix).
  • Fixed issue with slowness in Calendar search with large record counts.
  • Added logged in user for Multi-User mode to DPC Title bar and side panel.
  • Added Right click "Copy to Clipboard" for events and tasks in the Alarm Popup.

New in DejaOffice PC CRM 1.0.1596.0 (Jul 26, 2022)

  • Fixed crash issue in Month Picker when month with selected day does not exist.
  • Fixed issue with query filter that could percent some results.
  • Added Delete button to DPC Edit Panels.
  • Added right click menu options to eventstasks in the contact's Next Action Panel.
  • Added Ctrl + E shortcut to open Edit Panel directly.
  • Pressing Enter on a record in Contact Grid View opens Contact ViewDetail Panel.
  • Fixed issue with Right Click Move not updating all selected Events in Calendar List View.
  • Fixed issue with OL Addin not displaying the correct name when selecting emails in Outlook Sent Box.
  • Fixed issue which could cause two alarms if DPC OL Addin is enabled.
  • Fixed issue which could cause Database Encryption to fail if OL Addin is enabled.
  • Fixed issue with search being limited by result count in calendar grid view.
  • Added "Always on Top" option to Alarm Setting to keep Alarm panel on top of all other windows.
  • Fixed issue with Detailed Alarm mode causing multiple popups.
  • DPC Update check for CompanionLink always checks for version 10.
  • Added Hover popup to display Category Name to Category Dot in all views.
  • Added Word Wrap for Tasks to the Alarm Popup.
  • Added checks to prevent blank users in DPC.
  • Fixed issue which could prevent owner permission change.
  • Fixed issue which could prevent sent emails from adding to DPC History (DPC-CL fix).
  • Fixed issue with Background Picture reenabling for Multi-User Mode.

New in DejaOffice PC CRM 1.0.1575.0 (Jun 2, 2022)

  • Added Note Search in DPC Memos.
  • Fixed issue with setting Encryption timeout to Infinite.
  • Fixed issue with Deals and AccountsProjects appearing in DPCODPCS
  • Fixed issue with No Due Date Tasks not appearing in Next Action Panel.
  • Fixed issue with DPC search in Contact Notes failing to find some queries.
  • Fixed issue with Contact Export missing some fields when exporting All Fields.
  • Add All Fields search filter to Tasks.
  • Completing a Task with an open Alarm Notification now clears the notification.
  • Added Attachment sync to DPC Email to History (DPC-CL Fix).
  • Added Private field to All Fields Export in DPC Contacts.
  • Fixed issue with setting contact to No Category in Grid view not clearing other categories.
  • Fixed issue with Assistant name not exporting from Contacts.
  • Added Go To Date to Tasks.
  • Added Right click "Change Project" option to update multiple Tasks Project Field.
  • Added Project Field to Task Alarm Popup display.
  • Added Word Wrap Setting for Task List View.
  • Fixed issue with completing a Recurring Task not adding an Alarm to the next instance.
  • Fixed issue with deleting large amounts of records with the Outlook Addin enabled.
  • Fixed issue with Right Click Add Event in DPC Month View showing 1 minute intervals for events.
  • Added new Alarm Setting for Reschedule which allows events and task to be rescheduled from the Alarm Panel.
  • Added iCloud as a Mobile device or Tablet sync option.
  • Added Microsoft Graph as a Mobile device or Tablet sync option.
  • Fixed display issue when changing number of days in Tasks when using the Month Calendar Panel.
  • Fixed issue with Deals showing an incorrect Date in the Next Action Panel if no Est Close Date was set.
  • Fixed issue with Copying Email Addresses of Contact GroupsAccountsProjects not getting all linked record's emails.
  • Added Project Field Search filter to Tasks.

New in DejaOffice PC CRM 1.0.1522.0 (Mar 9, 2022)

  • Fixed issue with DPC Daily backup check if DPC is not closed and reopened.
  • Fixed issue with DPC not reopening maximized.
  • Added No Category option to "Add Category" right click menu to clear categories.
  • Fixed issue with Add Category menu not respecting the Multi Select Category Picker option.
  • Added Nickname to DPC Contact Detail Panel display.
  • Added Counts to Query Filters.
  • Fixed issue with Merging Categories via Category rename causing DPC to lock.
  • Added ability to sync Act! Opportunities to DPC Deals (CL Fix).
  • Fixed issue that could display custom fields incorrectly in Grid View.
  • Fixed display issue for Note Detail Panel for some hyperlinks.
  • Added new Search option for Jump To instead of filtering search results.
  • Updated German Translations.
  • Changed Query Filter field list to Field Labels vs Field Names.
  • Added Record counts to Category Filter Title Bar.
  • Added "Allow updates to meeting invites" option in Calendar tab to prevent updated to Google Invites.
  • Fixed iCloud sync issue for notes that could cause duplicates.
  • Added Export to Text File option. Only works with one field selected.
  • Added divider to size Note and History Panel.
  • Added option to Local DPC-CL Sync Settings. (CLDPC Fix).
  • Fixed crash issue if User Filter and Query filters are enabled in Contact Grid View.
  • Added Labels to Name Fields in DPC contact Edit.
  • Added Search option to DPC Contact Note field (Ctrl + F also works).
  • Contact Note cursor position starts at the first position if no scroll is detected.
  • Added TimeDate stamp detection for first note line, if date is in the future, new timedate stamp is added below the future date.
  • Fixed issue with empty space in DPC contact Edit Panel.
  • Changed Custom Field list order in Contact Edit.
  • Fixed Tab Order for Contact Edit Panels.
  • Added Groups for DPC contact Search results when searching on All Fields.
  • Fixed font sizescaling issue with DPC History in the Next Action Panel.
  • Added ability to select Multiple Tasks and Move the due date with right click "Move" option.
  • Added ability to select the Event Subject from the Event Details Panel to edit subject.
  • Updated Text when Location Lookup has no Map info.
  • Fixed issue with Note edit closing when right clicking selected text and using Cut.
  • Added Spell Checker to all DPC text fields.
  • Added more custom duration options for events.
  • Added a "Copy Phone Numbers" to the right click Copy to Clipboard menu.
  • Added right click option for System Tray icon to "Select Database".
  • Added option to hide Category Dots in List Views.
  • Added Category Name to Event Hover Panels.
  • Fixed issue with DPC not remembering the last User when switching databases.
  • Fixed issue with Expense Import localization.
  • Fixed issue which could prevent word from opening for document templates.
  • Added a "No Template" button when using email templates to send an email without a template.
  • Added a Date Picker to the right click "Set Due Date" option in DPC tasks.

New in DejaOffice PC CRM 1.0.1520.0 (Dec 13, 2021)

  • Added General Setting to Strip Characters from Phone fields to PC based Dialers.
  • Added Contact Setting to Hyperlink URLs, Phone Numbers and Email Addresses in DPC Custom Fields.
  • Updated right click menu in DPC Contact Grid View.
  • Fixed issue with Grid view in Accounts menu not filtering correctly.
  • Fixed issue with URL hyperlinks in custom fields stopping at "-".
  • Fixed issue with updating Street Address in Grid view not updating List view.
  • Updated Restore Deleted Records restore date picker.
  • Added Restore Deletes option to all conduits 3 bars menu.
  • Fixed issue which could prevent emailing contact groups with a DPC Email template from working.
  • New installs default "Use Background Picture" to disabled.
  • Fixed sync issue with Wipe and Reload not respecting DPC Owner Sync filter (CL Fix).
  • Fixed issue with using Documents Templates with Groups no using the group contents.
  • Fixed issue with Custom Field label changes not updating on a second DPC via DejaCloud (CL Fix).
  • Fixed refresh issue with Custom Field label changes made via DejaCloud to a second DPC.
  • Updated all translations for latest settings and screens.
  • Added more right click options to DPC Grid View.
  • Fixed issue with UK Address Lookups.
  • Fixed issue with Contact List Position changing on updating Contact.
  • Added setting to Always show multi column contact detail view.
  • Added setting to show "Linked From" in DPC contact detail panel to show the record a contact was linked from.
  • Added option to Rename Database.
  • Added support for UNC network drive paths.

New in DejaOffice PC CRM 1.0.1520.0 (Dec 13, 2021)

  • Updated all translations for latest settings and screens.
  • Added Contact Setting to Hyperlink URLs, Phone Numbers and Email Addresses in DPC Custom Fields.
  • Added General Setting to Strip Characters from Phone fields to PC based Dialers.
  • Various Optimizations, feature requests, and bug fixes

New in DejaOffice PC CRM 1.0.1504.0 (Nov 2, 2021)

  • Fixed issue with contact label print only printing half page.
  • Fixed issue with DPC history records missing contact link when added to iPhone vWifi sync.
  • Tweaks to improve contact detail panel load speed with large notes.

New in DejaOffice PC CRM 1.0.1500.0 (Oct 4, 2021)

  • Added "Compact Database" option to clean Deletes Table manually.
  • Added Right Click to Set Owners with DPCP Multi-User for Batch Owner change (Master User Only).
  • Fixed issue with synced event alarms not triggering correctly.
  • Fixed crash issue with edit panels in some languages.
  • Updated Jewish Holiday Calendar.
  • Text update for right click menu in Projects and Accounts.

New in DejaOffice PC CRM 1.0.1494.0 (Aug 30, 2021)

  • Fixed issue with BirthdayAnniversary Event Hover Panel appearing blank.
  • Fixed issue with Task print when Grouped By Start Date.
  • Fixed issue with some Indiana addresses showing CDT in Contact Timezone Display.
  • Fixed display issue for Location in Calendar Week view showing the Company Name instead.
  • Fixed issue with a lookup that could slow down DPC.
  • Added "Add Category" option to right click in DPC Calendar.
  • New Category Filter icon.
  • Added "Conduit" specific options for Categories. (IE "Work" for Contacts only).
  • Added "Show Next Action Events to Date" option for Next Action Panel events.
  • Added "Default Activity Type" setting for Goldmine and Act! CRM Styles.

New in DejaOffice PC CRM 1.0.1483.0 (Aug 2, 2021)

  • Added support for VCAL drag and drop into DPC Month View.
  • Added support for VCAL events with multiple events in one file.
  • Fixed issue with no error appearing when entering an incorrect DejaCloud login. (CLDPC Fix).
  • Changed Field IM Chat 3 label to "Teams ID".
  • Fixed issue which could prevent Next Actions from showing in the DPC OL addin panel.

New in DejaOffice PC CRM 1.0.1430.0 (Jan 27, 2021)

  • Fixed issue with DPC becoming unresponsive after backing up an encrypted database.
  • Added icon for Deals in Next Action Panel.
  • Fixed issue with 0 minute custom duration events saving as All Day events.
  • Fixed issue with Global Search Alternative sort not sorting in chronological order.
  • Fixed issue with DPC Window Focus changed on closing Search in Calendar Month View.
  • Fixed issue with resetting user password from Master user in multi-user databases.
  • One master user required on setup of Multi-user database.
  • Fixed issue with updating recurrence pattern field of "future" recurrence only edits.
  • Fixed issue with Blank Subject records not syncing via Wifi (CL Fix).
  • Fixed issue with user permission levels syncing to a second install of DPCP via DejaCloud (CL Fix).
  • Fixed issue with user passwords not syncing to a second install of DPCP via DejaCloud (CL Fix).
  • Fixed issue to set one user to "Master" permission mode when no master users exist.
  • Fixed issue with DPCP not prompting to "Sign-in" after users are synced from DejaCloud.
  • Added Notify to DejaCloud sync (DPC and CL Fix).
  • Fixed issue with updating address fields not syncing to DPC (CL Fix).
  • Fixed issue with Cancel button not appearing on Backup popup.
  • Updated all languages for missing translations.
  • Added Contact History to "View Contact" panel in DPC Calendar.
  • Fixed issue with "Today" button in Multi-User Day View not changing the date display to today.
  • Fixed issue with completing events scheduled for late in the day that could cause the completion to appear on the day after.
  • Fixed issue with Calendar List View opening to the wrong day.
  • Added "Selected Records" option to DPC contact export when only one record is selected.
  • Fixed issue with Word Templates giving "Header Record Delimiters" prompt.
  • Added "Unique ID" to contact grid export which allows for record merge on reimport.

New in DejaOffice PC CRM 1.0.1394.0 (Oct 12, 2020)

  • Added option to Group By Contact to all data types.
  • Added search option to deals for Contact Name.
  • Improvements to Notify Logic.
  • Improvements to search for partial matches.
  • Fixed issue with Quick Priority numbers and letters in Franklin Covey priority style.
  • Fixed issue with List and Detail Print not respecting set date range.
  • Tweaks to Encryption settings.
  • Added internal deletes table. Restore deletions with Ctrl + R. (DPC and CL Fix).
  • Added restore deletion option to DPC General Settings.
  • Added option to to Deletions to "Do not Prompt again" for faster deletions. (Restore in General Settings > Restore Prompts).
  • Fixed issue with Drag and Drop Task in Week View.
  • Fixed issue with editing a single instance of a recurring event changing duration to 2 days.
  • Fixed issue with Monthly By Week recurrences saving on the wrong day.
  • Fixed issue with wrong occurrence opening from View Panel when selecting a recurring event.
  • Added Right Click to Sync Now button to select profile to sync (DPC and CL Fix).
  • Fixed issue with Detail Print truncating events with long subjects.
  • Added direct dialing to PC Based dialing programs (Zoom, Skype, etc).
  • Added Phone Number display to Linked Contacts in View Panel.
  • Fixed issue with Task Alarms not updating to modified due date.
  • Added right click option in Tasks to "Create Event Copy" for creating events from Tasks.
  • Added Global Search to DPC.
  • Fixed issue with Calendar Refresh causing calendar to appear blank on Sync. (DPC and CL Fix).
  • Fixed issue with 15 minute interval events appearing visually as 30 minute events.