Entries by iOSXpert

New: Automatic address capture with Daylite

With the latest release of Web&Map, we deliver a number of great improvements for your Daylite workflow! Use the web to capture addresses In the edit card for creating new companies you will now find a loupe symbol next to the name field. Click on the loupe to start a search for addresses in Apple […]

BETA: Kanban boards now integrated into Daylite!

A clear, agile project management tool with visualized workflow and simple drag & drop editing – that’s exactly what we wanted in our project planning. With the integration of Kanban boards into the iOSXpert Time&Budget plugin, we realized exactly that. The Kanban integration in Daylite is a little revolution for us, because it raises your […]

QuickBooks now a part of your Daylite

We are thrilled to add support for QuickBooks Online to our FinanceConnector plugin. With this latest update, you can now see all billing information for your customers directly in Daylite. Open invoices created in QuickBooks directly from Daylite, or jump to the corresponding QuickBooks record with one click. Keep track of paid and unpaid invoices […]

Automated Birthday Greetings with Mailchimp and Daylite

Many of our customers use the Mailchimp connection via the iOSXpert extension Marketing&Chat and have missed a function so far: From now on you can transfer the birthdays of your contacts, which you have stored in Daylite, to Mailchimp. Conversely, you can also store birthdays recorded in Mailchimp in Daylite. Mailchimp is thus able to […]

Formatting options for email templates

At the end of last year, we shipped an update to ProductivityTools that greatly improved the handling of email templates with the addition of our new template editor. But we weren’t quite satisfied, so the latest update added the ability to create formatted email templates. So in addition to our extended and simplified replacement options, […]

DayliteTip: Connecting online forms to Daylite

With our WebForms plugin for Daylite you can connect the online form service Wufoo with Daylite. WebForms imports the data entered by your customers on your website directly into Daylite based on rules. This eliminates the need for time-consuming post-processing of the many entries.   Example of a form for interested parties For example, if […]

Open the web in Daylite

As a Web&Map user you already know the advantage of using websites and services within Daylite. With the latest update, you can now also open any web address saved in Daylite within the Web tab. A small blue Safari icon next to the web address opens the link in the Web tab of your record. […]

Important information for our Daylite Self-Serve customers

For our Daylite 6 Self-Serve customers, February 28, 2019 is an important date because this is the day that Marketcircle will discontinue technical support for Daylite 6 Self-Serve. You can read more about this decision from Marketcircle here. What should you do to keep Daylite 6 Self-Serve up and running? 1. Update the iO PluginCenter […]

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Fone&Text – integrated telephony in Daylite – now compatible with Bria

Fone&Text, the Daylite extension for integrated telephony, is now enriched by an interface: Bria, one of the world’s leading VoIP softphones, is now compatible with Fone&Text. Boost your productivity with Fone&Text and bring more insight into your complete customer communication. Initiate outbound calls with Bria with a single click directly from Daylite and automatically display […]