Daylite For Mac Marketcircle's Daylite Productivity Suite is the leader in CRM or 'customer relationship management' for the Mac. Daylite works seamlessly with the Mac, iPhone and iPad, and is a full-featured CRM system for keeping track of your business. Build relationships, close more deals, execute on plans and scale your business – all in one app. Daylite is a small business CRM exclusively for Mac, iPhone & iPad. Marketcircle’s Daylite 3.1.1 has just enough project-management tools for general business projects. It has the familiar-looking panes of an e-mail client or calendar, and it is useful for managing tasks, appointments, and contacts—but it does more than a PIM (personal information manager). Like Lotus Notes, the collaborative software, Daylite is designed to be the repository of information that people in a workgroup need to share, such as sales-call reports or project schedules. Daylite isn’t based on e-mail, though, as Lotus Notes is. (A beefed up version, Daylite Productivity Suite, has a mail integration module for creating tasks, contacts, and appointments within Apple Mail.) Daylite is simple enough to be installed and customized by non-programmers. You can share Daylite databases (called Projects) among multiple people, or you can simply use Daylite on a single Mac (as we reviewed it). Users can define a project’s phases and tasks and then assign people and other resources to the project and monitor its progress. One of Daylite’s most useful features is the ability to define recurring projects as Activity Sets. For example, you can define the standard steps required to create a quarterly report, and that Activity Set will generate due dates for each step automatically, based on either the finish or start date. Once you create an Activity Set, you can use it repeatedly. The key to making Daylite work for you is linking—connecting all the individual items associated with a project so they can be seen in the same multipane window, or view. Minecraft 16w02a server jar for mac. For example, if your “Design and build a new deck” project is open, and you open a Note window and paste in the URL for an online lumber catalog, then Daylite automatically links that note to your project. You can also drag and drop items to link them to Projects. I found Daylite’s note-taking features a bit restrictive. It doesn’t let you simply start typing in any window or field. Also, I couldn’t drag and drop URLs or text snippets into the Notes view to create a new note. Marketcircle, the maker of Daylite, says this is by design, to prevent accidental entry of unwanted information. Version 3 does, however, add more ways to modify or add information on the fly, including typing text into the Location field in the Appointments view and using contextual menus. These new contextual menus let you link an item or create a new one by right-clicking or Ctrl-clicking, which is handy if you’re a two-button mouse user.
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