![]() ![]() Double-clicking an item on the home screen reveals a small overlaying window that allows you to view and manage the details on the item you’ve selected and allows you to make changes or updates to the project, task, or contact.Osprey has a bit of a track record with us, as we’ve mostly given their backpacks praise for being comfortable to carry. When you install the Daylite app it also installs an email extension that lets you take any email message and link it to existing projects and contacts within Daylite.Īs you link projects and clients, add tasks and calendar items, Daylite’s Home screen displays everything you have on tap for a given day or week. To help you do this Daylite offers tools to quickly move and link items from Apple’s Mail app to Daylite. ![]() Projects can have associated contacts, managers, companies, email messages, notes, letters and most anything else you want to have linked. Creating a project is really nothing more than creating a container for what you plan to do and then placing things into that container that will help you get from the initial idea to the completed project. Once you have your contacts set up you can go about putting Daylite to the real work of tracking tasks and projects and turning them from opportunities into income. Daylite offers several ways for you to link contacts to companies, either using the link menu that appears in the upper right-hand corner of the of the contacts window or by dragging a contact or company on top of another contact or company with two contacts windows open. For example, if you have one company with multiple locations and individual contacts at each of those locations, you can create a record for the company’s main office, link it to your contact in that office and then create links to each of the other offices and each of those offices related contacts. I was pleased to discover that I could link contacts together in varying hierarchies within organizations. But, depending on how many users you have to import calendars for, you could have quite a mess on your hands.ĭaylite’s Mail app extension makes it easy to link your mail messages to Daylite businesses, contacts, projets, and opportunities. It’s not the kind of thing you’ll have to do more than once. ![]() There were more than 20 duplicate contacts of me created and it was a bit of a mess to clean up. Importing Contacts into Daylite was a snap, but importing calendar items resulted in some unexpected behavior-I ended up with about 40 new contacts, roughly the number of calendar events I imported, and most of which were me and each of which had some calendar event associated with it. Importing requires that you first export a selection of contacts from the Contacts app and specific calendars from the Calendar app. With no real guidance on where to start, I began by importing users and calendars from Apple’s Contacts and Calendar apps. ![]() Also, the current documentation linked via the Help menu is for Daylite 4, which doesn’t exactly match the features being offered in the new version of the application. Marketcircle offers a significant number of tutorial videos and recorded webinars on its website, but they’re not very well organized and none of them take you through a “best practice” sequential setup process. As a result, figuring out where or even how to begin using Daylite is a bit daunting. The application is a combination calendar, contact and task manager that integrates with Apple Mail and a dozen or so other applications. No matter what device you’re on, your first look at Daylite may be a bit overwhelming. Marketcircle offers apps for iOS and Mac OS, each of which is designed to take maximum advantage of the size of the device you’re using. Daylite 5 is a centralized, comprehensive business and contact management application designed to help you and all your employees keep tabs on your current business, prep for new business, and make sure you don’t miss a trick when it comes to everything from client birthdays to project management.ĭaylite is designed to be used on every device you use. ![]()
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