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.

How do I install the iOSXpert PluginCenter?

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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?

How do I install the iOSXpert PluginCenter?

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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?

How do I install the iOSXpert PluginCenter?

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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.

 

 

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, you can now format your emails with colors, or bold and italic fonts, for example.

Daylite ProductivityTools Mail Templates

We know that this improves our template editor, but does not yet satisfy many users’ desire to send real HTML emails from Daylite. So it’s even nicer for us to be able to tell you, as a reader of our blog, that you can look forward to it in one of our next updates.

Want to learn more about ProductivityTools?

• What are the ProductivityTools?

• How do I create email templates with ProductivityTools?

How do I install the iOSXpert PluginCenter?

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Any questions? Contact our team or visit our HelpCenter.

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 you use a Wufoo online form to find out which products a customer is interested in and whether they wish to be called back by your sales department, Daylite will automatically create the corresponding data record with the data entered in the Wufoo form using our WebForms plugin. In addition, WebForms will attach the products that the customer is interested to the contact in the form of keywords.

The sales representative receives a callback request as a task delegation in Daylite automatically and is assigned the opportunity created by WebForms. Both of these are linked to the customer’s record, allowing your sales department to concentrate on the essentials: advising your prospects and customers, instead of having to create contacts, sales opportunities and tasks.


Possibilities with WebForms

WebForms can automatically create the following Daylite items:
1. People
2. Companies
3. Tasks
4. Projects
5. Opportunities
6. File attachments

For each Daylite item, details such as category, keywords and fields to be filled can be specified in Daylite. If you want to create additional elements or modify existing elements, you can do so by using scripts within WebForms.

Just contact us, we will be happy to develop individual solutions for you!

 

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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. So you don’t have to leave Daylite when you want to get information from your customer’s website.

CRM Daylite - Web&Map - Open In Web Tab

For all those who open web pages via the address label, we have also included a choice here.

CRM Daylite - Web&Map - Open In Web Tab

Want to learn more about Web&Map?

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