Role grouping – More insight and easier linking If you link a lot of people to a company, opportunity or project, the amount of people can quickly become confusing. For this reason we have developed the role grouping. From now on, you can group linked people...
All our enhancements and features for Daylite have always come from our customers’ requests. We listened to what could be done better and then implemented it. And just like it is our style, we are now trying to perfect listening. As of now, we have a new site...
Passwords alone are often no longer secure enough. You need an extra layer of security to protect your company’s and your customers’ data and ensure that only the right people have access to your information. That’s where two-factor authentication...
Have you just sent out an offer and are still waiting for your customer to respond? Has your customer already looked at the estimate, or is it still sitting unopened in their email inbox? When would be the best time to follow up? Of course you can send your offers by...
Many of our customers have been waiting for this: Boards for Opportunities! You know how it’s like: Opportunities in Daylite can often have a lot of tasks, similar to projects. You love our Kanban Boards for projects because the status of tasks can be visualized...