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Contacts journal crm support
Contacts journal crm support







contacts journal crm support
  1. #Contacts journal crm support for free#
  2. #Contacts journal crm support how to#
  3. #Contacts journal crm support software#
  4. #Contacts journal crm support license#
  5. #Contacts journal crm support download#

#Contacts journal crm support software#

With CompanionLink you simply register the software on a new computer using your email address.ĬompanionLink is located in Portland, Oregon. So when you buy a new computer, you need to buy a new license.

#Contacts journal crm support license#

Our competitors lock their license to your computer. You can easily sync Outlook without using Exchange Exchange based syncs are slow - taking 15 minutes or more to sync changes.There are many limitations of the protocol. Įxchange ActiveSync (EAS) was developed and licensed by Microsoft.

#Contacts journal crm support how to#

Native iPhone Contacts, Calendar, Tasks and Notes.Ĭlick here for how to sync iPhone to Outlook. Lifetime telephone tech support.ĭejaOffice vs Native Calendar on iPhoneCheck out our comparison for DejaOffice CRM and You can also create Private Groups which are saved and visible only inside Contacts Journal.You can then use your contact groups to filter your list of contacts, and filter the list of Logs and To-Dos for that group.One-time purchase. How do you support contact groups? You can create and edit your iPhone / iPad groups from within the app. Please remember the PIN, as there is no way to recover the PIN should it be lost. With this, access to the app, as well to any backups you create, will be protected with this PIN. Can I add password-protection to the app? You can click on the More -> Pin Settings, and turn on Pin Protection.

#Contacts journal crm support download#

Where can I read more details about the app? You can download the Lite version and read more details in the FAQ within the app, which is very comprehensive. Go to More -> Export to generate a report. Can I export my data to other formats, for reporting? You can export all the Logs,To-Dos and even your Contact information via email, CSV, AirPrint, or your contacts' notes field. You can also add the To-Do directly into your iPhone / iPad Calendar app to track your meeting from your calendar. How does Contacts Journal remind me when a To-Do item is due? With Contacts Journal, you can set an alarm to remind you when you have an important event coming up, and an alert will be delivered to your home screen or in your Notification Center.

contacts journal crm support

This is a great way to visualize your previous interactions and follow-ups, or lookup your contacts around you. The Map view will show all your Logs and To-Dos on the map, as well as any contacts that have an address stored in them. What kind of data can I see on the Map View? You can tag your Logs and To-Dos with location data.

#Contacts journal crm support for free#

This is great for collaborating between different people, as long as you share your Dropbox account.(You can sign up for DropBox for free if you don’t have an account already). How do I use DropBox to sync between the iPhone and iPad versions? You can use “Save to DropBox” one one device, and “Fetch from DropBox” on another device, to copy data between them.

contacts journal crm support

iOS might not support playback of some proprietary media formats. What kind of documents can I attach to my contacts? You can attach PDFs, doc files, presentations, spreadsheets, music files, pictures, movies etc. To transfer data from the Lite version to the Paid, you can use Save to DropBox from the Lite version, and Fetch from DropBox into the Paid version of the app. You can only add up to 10 Logs, 10 To-Dos and 10 Documents in the Lite version. Is there a Lite version of the app I can try? You can use the Contacts Journal Lite app to try out the app for free, on both iPhone and iPad. You can also quickly call, SMS or email that contact from this page, as well as edit any information saved in the iPhone / iPad Contacts app. You can use these contacts to add Logs and To-Dos as well as store Documents, to capture past interactions and set folow-ups. How should I start using Contacts Journal? Start by adding contacts from your Contacts app, or creating Private Contacts that are separate from your Address Book. keeping a history of interactions with your friends and familyĪs long as you are someone who interacts with many people, professionally or personally, Contacts Journal will help you manage your relationships, and keep you on top of things.professionals like lawyers, real-estate agents, teachers, nurses etc.tracking conversations with your clients.customer relationship management for small businesses.Who uses Contacts Journal? Contacts Journal helps you manage your relationships with your network of contacts.









Contacts journal crm support