Daylite Full List of Features

Activity Management

1. •Create and manage single or repeating Appointments, Tasks and Subtasks
   

2. •Set reminders for your Appointments and Tasks
   

3. •Link activities to multiple objects
   

4. •Define and apply billing rates to activities
   

5. •Define activity sets (sequentially ordered sets of Tasks and Appointments)
   

6. •Track time via enabled Task timer
   

7. •Link files to multiple objects
   

8. •Create and print estimates/layouts/reports/labels
   

9. •Launch Apple Mail and send email from within the application
   

10. •Print Notes or send as e-mail
    

11. •Use the Services menu to quickly create Notes, Appointments and Tasks (See Mac OS X Services menu)
    

12. •View Calendar in day view, week view, month view, plus toggle a Due list of upcoming items
    

13. •Viewable Task list
    

14. •Display Mini Calendars in drawer
    

15. •growl Support
    

16. •Email notifications
    

17. •Custom snooze
    

Contact Management

1. •Distinct Objects for Contacts and Organisations
   

2. •Synchronise with Palm devices
   

3. •Synchronise with your Mac OS X Address Book
   

4. •Drag-and-drop to create sophisticated, multiple links between Daylite3 objects, including reciprocal relationships.
   

5. •Associate Contacts with Organisations through user-defined roles
   

6. •Generate custom fields and unlimited tags
   

7. •Print envelopes and labels from over 800 standard templates—even create your own!
   

8. •Send bulk HTML email with MailDrop™ (or other third-party software)
   

9. •Merge Letters with the built-in editor, or via Microsoft Word™, Microsoft Excel™, and OmniGraffle™ Pro (version 3.0 or greater)
   

10. •Quickly compose an email to contacts with a single click
    Use the Services menu to quickly create Contacts (See Mac OS X Services menu)
    

11. •Three kinds of views for Calendars, Appointments, Contacts, Groups, Organisations, Projects, Organisations and Notes. Tasks also includes a “brainstorming” view
    

12. •Toggle-enabled Due list.
    

13. •Unlimited phone numbers, and physical and electronic addresses
    

14. •Place calls via the integrated dialer
    (See Activity Management for activities)
    

Database server

1. •Install on Mac OS X* or Mac OS X Server*.
   

2. •Setup nightly backups
   

3. •Create offline copies for on-the-road usage or for branch offices
   

4. •Use on local machine (including laptop), server on LAN or server on WAN (Internet)
   

* Requires version 10.4.11 or 10.5.6 (or higher).

Ordering

Project Management

1. •Link any number of Contacts and specify the role(s) they play
   

2. •Organise all of your Tasks, Appointments, Contacts and objectives in one place
   

3. •Integrate file references and URLs, Organisation and contacts
   

4. •Coordinate activity sets
   

5. •Create Projects from other Daylite objects
   

6. •Increased awareness through detailed summaries
   

Opportunity Management

1. •Link any number of Contacts to any number of other Daylite objects and specify the role they play, plus their relationship to other contacts
   

2. •Define your own stages and types for Opportunities
   

3. •Visualise your current sales status with the Pipeline graph
   

4. •Visualise your upcoming revenue with the Sales Forecast graph
   

5. •Visualise your long-term performance with Win/Loss Trend graph
   

6. •Visualise revenue potential using colour gradients
   

7. •Define your own win/loss reasons
   

8. •Use units, unit price, probabilities and forecast close dates
   

9. •See Activity Management for activities
   

Import/Export

1. •Import/export iCal data (ics) and contacts (vcf), including to your iPod
   

2. •Native importer for Now Up-to-Date and Now Contact
   

3. •Import contacts, activities, notes from ACT 6/2000/2.8
   

4. •Import tab-delimited or comma-separated text data from other sources, including contacts from Palm 4.0, Group Organiser and Entourage
   

5. •Import XML webleads from your website
   

6. •Export tab-separated data into Excel or text
   

Mac OS X Services

1. •Mac OS X Services menu support
   

2. •Create and attach Notes from Apple Mail and from any Services-aware application
   

3. •Create Appointments, Notes and Tasks from selected text
   

4. •Create or find a Contact from an email address
   

Synchronisation

1. •iPhone, iPod, PDA, smart phone (Palm, BlackBerry, Windows Mobile), phone, synchronised using Apple's iSync or iTunes. iCal and Address Book also synchronised. Some devices need extra software.
   

2. •Data elements synchronised with iTunes or iSync (Sync Services):
   

3. •Appointments, Events
   

4. •Tasks
   

5. •Contacts, Organisations
   

6. •Synchronise laptop and server (offline synchronisation) to work on the road or away from the office
   

Support

1. •Complimentary email support with 2 to 4 business days response time through Marketcircle
   

2. •SMB Consultants offers flexible support plans.

Sharing

1. •Organisational User
   

2. •Management and Access Levels
   

3. •Three access choices (Public, Private and Custom)
   

4. •Share all Daylite objects with user that you choose
   

5. •Delegate, assign and reassign tasks and other Daylite objects to users
   

6. •Create, identify and assign resources to an appointment
   

7. •Access databases located on the current computer, on the local network or over the Internet
   

8. •Create fully functional offline copies.
   

9. •Work on the road and synchronise
   

10. •Delegate tasks and appointments to other users
    

11. •Administrator can restrict offline database creation & synchronisation
    

12. •Pessimistic record locking
    

13. •Connect to multiple databases simultaneously
    

14. •Visibility Presets - Predefine common access rights
    

Common Features

1. •Global Trash for recovering deleted objects or permanently flushing objects
   

2. •Define and create unlimited forms with unlimited fields
   

3. •Attach unlimited file and web references
   

4. •Automatically record outgoing email and merged letters
   

5. •16 Extra Fields for custom data in your List Views (12 text fields an 4 date fields)
   

6. •Quick filters within each Daylite3 object (except Calendar)
   

7. •Multi-field filtering
   

8. •Lists/Smartlists
   

9. •Bookmarks
   

10. •Favourite filters
    

11. •Quick Find / Global Find
    

12. •Notifications window reminds you of upcoming items
    

13. •Summary views
    

14. •Generate HTML, RTF, PDF and plain text reports.
    

15. •Customise reports using built-in editor
    

16. •Analyse lists with Chartsmith™ to create great charts
    

17. •Bulk editing, plus locate and combine duplicate contacts
    

18. •Display, hide, resize, reorganise most columns in each list view
    

19. •Use keywords and categories to classify Daylite objects
    

20. •Use priority to mark importance
    

21. •Live view printing
    

22. •Print list Assistant
    

System Requirements

1. •Mac OS X 10.4.11 or higher
   (Daylite 3.9 and up required for Mac OS X 10.5.6 or higher)
   

2. •1 GHz G4 or higher (Universal Binary supported). Newer processor strongly recommended for synchronisation use
   

3. •1 GB RAM and 200 MB hard-disk space**
   

4. •1024 x 768 or higher screen resolution
   

5. •High-speed network (for workgroups*)
   

6. •CD-ROM required for installation of store-bought software.
   

7. •Internet connection required to download software
   

8. •A high-speed network connection for sharing databases via LAN or WAN
   

9. •These requirements are only for the computers running the database
   

10. •Client computers require approximately 30MB for the application itself
    

* Workgroup server requirements may vary.
** Hard disk space requirements vary depending on the size of stored notes & letters