Updates in March

Updates im März

Initiate phone calls with one click, use your iPhone to scan documents for Daylite and work more easily with large Kanban Boards. We used the beginning of the year to improve our popular Daylite extensions DayliteDocs, Boards and Fone&Text for you.


Our document manager is now integrated even better with Daylite. Now you can also use your iPhone to scan your documents into Daylite!

  • Scan documents with your iPhone with the new Continuity Camera feature quick and comfortably, even when traveling – Learn more

 

  • Find your documents with the global Daylite search via the file’s content or the file name – Learn more


If you have to make a lot of calls you’ll benefit from a number of improvements in our very popular telephony plugin for Daylite:

  • Handset icon and message icon next to telephone numbers for one-click dialing or sending text messages – Learn more: Call | Text

 

  • Initiate a call via the contextual menu – Learn more

  • Option in the preferences to always call with primary phone directly – Learn more
  • Multiple text message providers can now be set up to be used in parallel – Learn more
  • Text message templates are now sortable – Learn more
  • When sending text messages via Twilio you can now use a name instead of a number as sender – Learn more

Do you often work on big projects with subtasks and many tickets? Then you’ll love the following improvements:

  • Manage subtasks in the ticket dialog – Learn more

 

  • Tickets can now be also placed in the “No Tasklist” lane – Learn more
  • Possibility to limit the number of tickets displayed – Learn more

Visit our HelpCenter to find out how you can use the new features or arrange a training session today to integrate the new possibilities into your workflows.

Test Daylite Plugins 30 days for free!

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When Marketcircle, the manufacturer of Daylite, announced the end of Daylite Self-Serve in 2018, the Loyalty Plan was presented at the same time: Every Daylite user who switches to the cloud receives a 24% discount per seat. With the Loyalty Plan you save  84.00 €*/$*per seat per year. This discount is valid as long as you use your Daylite account.

The Loyalty Plan ends on February 29th, 2020, so now is the time to be quick and get 24% off when you move to the Cloud.

Why switch to the Cloud? See the benefits at a glance here:

  • Exclusive features for cloud users only, such as Daylite Mail for iOS
  • No costs for server acquisition and maintenance
  • All updates included
  • No complex network configuration
  • Local copy of your data on your Apple devices
  • REST API (interface to other applications)
  • GDPR-compliant data management

Use the familiar Daylite interface and still have offline access to your data on Mac and iPhone. Our support team will be happy to help you migrate the data free of charge.

Please get in touch if you have any questions. We are happy to advise you.

Arrange free appointment

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Automatic time tracking is becoming more and more important. Let’s be honest: time tracking is cumbersome and gets neglected often. Who really puts in the effort at the end of the workday to track all of the day’s activities like computer times, meetings, phone conversations consistently? Even more important: Who can even remember all activities of a day? Often this is just guesswork. Lastly: even the tracking costs you time that you can spend more productively.

The moment of rude awakening is usually when billing project times: inaccurate tracking of project times impacts revenue.

This is where our new partner timeBro comes into play: timeBro is a Mac and PC app that tracks all activities on your computer. TimeBro doesn’t just remember what applications you use but also files and websites.

To be upfront: This data is only saved locally on your computer. Data security and privacy are guaranteed. You decide yourself which data you’ll send to Daylite. With one click these tracked times can be associated with Daylite projects and become part of the budget controlling in Time&Budget.

As a Time&Budget user you get 40 % discount for each timeBro user. To make the discount available, go to Time&Budget within the iOSXpert PluginCenter and navigate to integrations.

If you’re not yet familiar with our project and controlling plugin Time&Budget for Daylite you can learn more following this link: More about Time&Budget

More details about integrating timeBro in Daylite are located in our HelpCenter:

How do I setup timeBro for time tracking with Daylite?

How do I record times in timeBro and send these to Daylite?

 

We are here to help!
Any questions? Contact our team or visit our HelpCenter.

Experience how our new Boards plugin makes working with tasks and projects fun again. Having Kanban boards in your projects doesn’t just make them clearer – you can now see at a glance what status a task is in and even reduce the number of tasks altogether!

Kanban was originally developed by Toyota to optimize production processes. In recent years, Kanban has been used more and more frequently in other industries for project planning in order to make processes more visual, efficient, and leaner. Boards are a great help when it comes to distributing tasks in a team or displaying progress and bottlenecks in a project.

This is what a Kanban board in Daylite looks like:

With our new Boards plugin, you can not only create a board for each project, but also use Boards’ technology to get an overview of your current projects and opportunities.

All tasks assigned to a project appear as tickets on your boards. Boards can have different views (Minimal, Standard, Expanded). Create as many custom columns as you like, within which you can move your tickets via drag and drop. You can see at a glance which user is intended for which task and how high their workload is within a project. You can sort your project boards horizontally according to different criteria, such as priority, user, or category, depending on the perspective you want to take.

By moving a ticket, you not only assign a new processing status to a task, but you can also delegate the task to a coworker. Being able to add status/phase columns is especially useful for tasks with the “in progress” state, allowing you to analyze your progress even better.

Overview boards for projects and sales opportunities

The overview boards for projects and sales opportunities quickly show you the status of your projects and opportunities. This makes it easy for you to forecast your sales when opportunities arise and also gives you a simple controlling option for your projects. See immediately how many ongoing projects an employee has, which sales opportunities are in the hot phase or which projects and opportunities are stuck in certain phases.

Experience boards live

Please sign up for our free webcasts which take place on a regular basis. We’ll show you an overview of the features and possibilities of our Boards extension for Daylite and would be happy to answer your questions!

Register for Webcast

How much does Boards cost?

Boards is part of our plugin flatrate.

How do I install the iOSXpert PluginCenter?
For all those who want to jump right in working with boards, we have created a number of interesting HelpCenter articles:

What is the Kanban Method?

What is Boards?

What does Boards cost?

>> more articles

 We are here to help!
Any questions? Contact our team or visit our HelpCenter.

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 Maps.

Are you looking for the nearest Starbucks? Just enter the name and with one click you can transfer the address, phone numbers and URL from the web to your Daylite database. Capturing address details has never been quicker!

Do you have an existing address, but the state or postal code is missing? Using the map symbol next to the address field, you can now automatically complete your addresses!

Improvements in the Map section of Web&Map

The map section of Web&Map in the sidebar can do even more now! Search for addresses or company addresses directly in the map section. You can choose whether the search is to be carried out in your Daylite database or on the web. Company data from the Apple Maps service can be transferred to your database with one click, and you can start a vicinity search right away.

Do you want to know which customers you have in New York close to the Time Square? Simply search for the Time Square and click on vicinity search!

Do you have many on-site appointments and would like to display those on a map? Now you can also add coordinates to your appointments and display them in Web&Map.

Test the new functions in Web&Map today. By the way, for all subscribers of Web&Map the new functions are completely free of charge.

Learn more about Web&Map in our HelpCenter articles:

What is Web&Map?

How do I search for contacts, appointments, and addresses in Web&Map?

How do I create a new company record with Web&Map?

How do I view all Daylite locations in Web&Map?

 

How do I install the iOSXpert PluginCenter?

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With all that wet and rainy weather in April we found enough time to add four great new features for you to our Time&Budget plugin. If you are already working hard with Time&Budget we hope you will find the new capabilities to be helpful.

Budget thresholds

The thresholds in projects help you to quickly distinguish whether you are still within the planned time or financial project budget. Nothing is worse than being surprised by bottlenecks. With Time&Budget’s threshold function, you can specify either a percentage or a currency value. If this value is exceeded, a graph within the internal project report shows you how close you are to the threshold you set. This allows you to see at a glance if, for example, 75% of the project budget has already been used up.

Previously, you could define a threshold value for your financial budget and a threshold value for the time budget.

From now on you have the possibility to define any number of threshold values. And not only that: You can now also define default thresholds in the Time&Budget settings. So nobody forgets to enter the threshold values in a project because they are already set automatically when the project is created.

>> view HelpCenter article


Convert notes to expenses

Already today we use the Daylite notes as a basis for the recording of external costs and travel times within Time&Budget. Until now, you as a user always had to use the Add Expense button in order to enter an expense and receipt in Daylite.

Now you can convert any note in Daylite into an expense. This new function is especially interesting in combination with our extension DayliteDocs. Now you can automatically scan receipts into Daylite and convert them into an expense with only one click.

>> view HelpCenter article


Automatic expenses

 

This function is also about recording expenses. Often, certain devices or facilities that generate costs are required to complete a project. Think, for example, of a video projector that you have to rent or a recording studio that generates costs when you use it. If you have already stored such objects as a resource in Daylite for planning purposes, you will be even more pleased about our new automatism. It is now possible to assign a cost rule to each resource in Daylite. So now, if you link an appointment that is configured with Time&Budget to a resource it is possible to generate an expense for the selected resource for the duration of the appointment. You can also automate this process. A background process checks all your used resources, generates an expense and can optionally delegate a task to the project manager for controlling purposes.

>> view HelpCenter article


Grouped invoicing

Time and again, customers have asked us to make the transfer of times recorded in Time&Budget to invoicing systems such as Quickbooks Online even clearer. Invoices should not contain all the tasks/dates as individual line items, but only the parent task the individual tasks/dates are based on. Group invoicing does just that. The total of all individual dates is displayed as a value in the task to be billed and this can then be transferred to the invoicing program. On the one hand, this ensures a clean look for your invoices; on the other hand, you no longer present your customer all individual tasks/dates in the invoice.

>> view HelpCenter article

 

Try Time&Budget and turn Daylite into a mighty project and business controlling tool. Contact us if you have any questions or would like to reset your trial period to test out this exciting new integration.

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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 project planning to a whole new level.

Kanban was originally developed by Toyota to optimize production processes. Later, Kanban was used more and more in software development and increasingly in other industries for project planning. We found a video by Michael Henze + Partner on the internet that illustrates Kanban.

This is what a Kanban project in Daylite looks like:

 

Kanban - Time&Budget

Project planning can hardly be more descriptive. Each column represents a processing status (open, in progress, pending, etc.). Add new columns, name them and create as many tickets, i.e. tasks, as you need. Color-code each task via the category. When a ticket is edited or completed, it is simply dragged and dropped into the corresponding column. The task status is automatically adjusted immediately. Team members who take over tasks within the project or are linked to the project are displayed in swim lanes. Tickets can easily be delegated to other project members via drag & drop. This is ‘hands-on’ project planning.

Your project management becomes much clearer: At a glance you can immediately see which tasks are still open, which are already being processed and who is currently responsible for which task. Overdue tasks are highlighted in red. This enables you to identify bottlenecks or delays immediately.

Be one of the first to test Daylite with Kanban boards and experience how you can plan projects almost playfully. Apply here by e-mail as a beta tester:

You don’t have a Time&Budget yet? From just $10.00 per month or $108.00 per year, you can expand your Daylite into a comprehensive project and controlling tool.

No other division is as number-driven as sales. What does the forecast look like? How can I optimize my sales potential? Using your gut feeling is outdated. Daylite already offers you some tools to manage your sales. As strategic planning instruments, iOSXpert now offers you 2 new reports: Sales Forecast and Sales Analysis.

Sales Analysis

Optimize your sales potential through a differentiated analysis of your sales opportunities: Which sales opportunities have been closed, which have you lost.

Define a time period to analyze which sales volume and how many opportunities have been won, lost, postponed or discarded for which reasons. You can customize these reasons in the Daylite settings.

A grouping by categories reveals further optimization potential and presents the reasons in a clear table. The number and volume of opportunities are also displayed as pie charts in order to always keep an eye on the distribution.

The color scheme is clear and can be adapted to your corporate design using the Report Designer.

CRM Daylite - Sales Analysis Report

Sales Forecast

View your sales opportunities from a new perspective. In just one report you get an overview of your past and future sales opportunities, can quickly make decisions or improve existing processes.

CRM Daylite Sales Forecast Report

The report is highly customizable to your needs:

  • Select all sales opportunities or one of your smart lists with a selection of sales opportunities.
  • The value of the opportunity can be defined by volume, cost of goods or profit.
  • For sales opportunities that are still open, the value can be displayed based on the probability entered or in relation to the pipeline level reached (at 2 of 4 levels = 50%).
  • The time periods can be displayed as weeks, months, quarters and years.
  • You can set how many time periods you want to view in the future and/or the past.

The now selected parameters determine which opportunities are displayed.

In the display, you can define whether you want to group the opportunities by:

  • Opportunity category
  • Opportunity type
  • Owner/Sales Representative
  • Products & Services

A further Y-axis represents not only the volume of the sales opportunity but also the number of opportunities.

This gives you a “toolbox” for almost any controlling question in a single report.

Want to learn more about our reports?

• How can I buy iOSXpert reports and lists?

• How can I use an iOSXpert report?

• How can I customize an iOSXpert report?

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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 in Daylite. Import items and services from QuickBooks into Daylite. So you can write quotes in Daylite on the go and then send them to QuickBooks for further processing.

And if you use the iO Time&Budget plugin to record hours and control your project budget, you can transfer times recorded in Daylite directly to QuickBooks as invoices.

QuickBooks has long been a leader in accounting software. Intuit’s Online version is a new, modern, web-based cloud accounting platform that is a drastic departure from their old Windows desktop software and the lacklustre equivalents that Mac users have been offered in the past.

Other useful features of QuickBooks include:

  • Being able to see whether a client has opened a sent invoice
  • Importing expenses from your credit cards & bank accounts automatically assigning categories
  • Accepting payments online by credit card or ACH bank transfer
  • Sales tax remittance and optional payroll services
  • Accountant access for book-keeping and end of year tax preparation

Try FinanceConnector today and level up your accounting systems with QuickBooks online. Contact us if you have any questions or would like to reset your trial period to test out this exciting new integration.

Want to learn more about FinanceConnector for QuickBooks?

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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 automatically send birthday emails at the right time. With this function your mailings will be even more personalized: Show your customers your appreciation with automated birthday wishes and prove at the same time that Customer Success is not a foreign word for you.

Read our HelpCenter article to find out how you can use this new function or book a training session to learn all about this new functionality.

How do I install the iOSXpert PluginCenter?

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Any questions? Contact our team or visit our HelpCenter.