New in Copilot: Pin important objects in the details widget

New in Copilot: Pin important objects in the details widget

With a new feature in the Daylite Copilot, it’s now even easier to stay organized: You can now pin emails, appointments, files, or other activities directly in the details widget – making them permanently visible. This is especially useful when certain...
Document management with Daylite

Document management with Daylite

Document management includes many different aspects. While in some industries documents are now managed exclusively in electronic form, such as PDFs, Word, Numbers or Excel files, some companies continue to work with a large number of paper documents. Both the basic...

How iOSXpert manages tasks & projects with Daylite

Spreading hundreds of tasks across 15 employees and many projects can be challenging. At iOSXpert, we are lucky to use a very flexible tool like Daylite and have a development team with whom we can make it even better. In this text, we would like to describe the...
Smart plugin solutions for your business

Smart plugin solutions for your business

Improved Dropbox Sign and SimpleSign integrations If, like us, you frequently send quotes via Dropbox Sign or SimpleSign, you know how quickly requirements or customer wishes can change. We have revised the integration to help you keep control of your quotes and react...
Update: Travel time calculation with the Copilot

Update: Travel time calculation with the Copilot

As a user of our Plus Package for Daylite, you now have support in route planning. If you have a lot of appointments at your customers’ premises, you will love this new function in Web&Map. Copilot now shows you the distance and travel time for each...
iOWeb and iOWeblink Update

iOWeb and iOWeblink Update

We have extended the range of functions for editing Daylite data via a web browser. iOWeb, the feature for our Plus Package customers to edit Daylite data in the browser, has been extended to include the opportunities area. This way you can also enter data in Daylite...