{"id":250395,"date":"2022-01-20T12:05:58","date_gmt":"2022-01-20T11:05:58","guid":{"rendered":"https:\/\/iosxpert.biz\/?p=250395"},"modified":"2024-09-25T15:41:18","modified_gmt":"2024-09-25T13:41:18","slug":"daylite-update-expense-tracking-and-filtering-easier-than-ever","status":"publish","type":"post","link":"https:\/\/iosxpert.biz\/en\/daylite-update-expense-tracking-and-filtering-easier-than-ever\/","title":{"rendered":"Daylite+ Update: Expense tracking and filtering easier than ever"},"content":{"rendered":"\n<p>We kick off the new year with an update for <a href=\"\/en\/dayliteplus-crm-mac\/\" target=\"_blank\" rel=\"noreferrer noopener\">Daylite+<\/a>. What new features will you get with this update?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-capturing-expenses\">Capturing Expenses<\/h2>\n\n\n\n<p>From now on, you can record expenses much more conveniently and quickly. Use products and services you have created in Daylite for your expense tracking. Click on the magnifying glass icon on the expense screen. Daylite+ will automatically call up all the products and services saved in Daylite. You then only need to select the corresponding item and edit your expense.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"567\" height=\"888\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Bildschirmfoto-2022-01-13-um-17.25.51-1.png\" alt=\"\" class=\"wp-image-250396\" srcset=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Bildschirmfoto-2022-01-13-um-17.25.51-1.png 567w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Bildschirmfoto-2022-01-13-um-17.25.51-1-480x752.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 567px, 100vw\" \/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-new-filter-criteria\">New Filter Criteria<\/h2>\n\n\n\n<p>Are you looking for a specific email or note attached to an appointment within Daylite? Then, use the new filter criterion of Daylite+ by searching for linked appointments or tasks within your emails or your notes in Daylite.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2060\" height=\"1238\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Email-2060x1238.png\" alt=\"\" class=\"wp-image-250398\" srcset=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Email-2060x1238.png 2060w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Email-1280x769.png 1280w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Email-980x589.png 980w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Email-480x289.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 2060px, 100vw\" \/><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2060\" height=\"1238\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Appointments-2060x1238.png\" alt=\"\" class=\"wp-image-250400\" srcset=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Appointments-2060x1238.png 2060w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Appointments-1280x769.png 1280w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Appointments-980x589.png 980w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Appointments-480x289.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 2060px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>We also added a filter criterion for Daylite tasks:  Filter specifically for subtasks, tasks with subtasks, or notes.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1570\" height=\"939\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Tasks.png\" alt=\"\" class=\"wp-image-250403\" srcset=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Tasks.png 1570w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Tasks-1280x766.png 1280w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Tasks-980x586.png 980w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Tasks-480x287.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1570px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p><a href=\"\/en\/dayliteplus-crm-mac\/\" target=\"_blank\" rel=\"noreferrer noopener\">Daylite+<\/a> now allows filtering by labels. Want to find only records with a mobile phone number to send an SMS to a specific set of recipients? Filter within your company or person records for phone numbers with the Mobile label, and off you go.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2060\" height=\"1238\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Companies-2060x1238.png\" alt=\"\" class=\"wp-image-250405\" srcset=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Companies-2060x1238.png 2060w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Companies-1280x769.png 1280w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Companies-980x589.png 980w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Companies-480x289.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 2060px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>Refine your search even further within your personal data. With Daylite+, there is also the option to use the individual salutation as a filter criterion or to display only those people who have a specific company as their default company.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1570\" height=\"939\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/People.png\" alt=\"\" class=\"wp-image-250407\" srcset=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/People.png 1570w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/People-1280x766.png 1280w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/People-980x586.png 980w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/People-480x287.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1570px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>If you love to work with groups in Daylite,  just go ahead and filter your groups by their subgroups:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2060\" height=\"1238\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Groups-2060x1238.png\" alt=\"\" class=\"wp-image-250409\" srcset=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Groups-2060x1238.png 2060w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Groups-1280x769.png 1280w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Groups-980x589.png 980w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/01\/Groups-480x289.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 2060px, 100vw\" \/><\/figure>\n\n\n\n<p>You are not yet a <a href=\"\/en\/dayliteplus-crm-mac\/\" target=\"_blank\" rel=\"noreferrer noopener\">Daylite+<\/a> customer, but would like to try out? Test Daylite+ for free for 30 days and see for yourself!<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-font-size is-style-fill has-medium-font-size\"><a class=\"wp-block-button__link has-background\" href=\"https:\/\/iosxpert.biz\/en\/download\" style=\"border-radius:5px;background-color:#2da940\" target=\"_blank\" rel=\"noreferrer noopener\">Free Daylite+ Trial for 30 Days<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center\"><strong>We are here to help!<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center\">Questions? <a href=\"https:\/\/iosxpert.biz\/en\/contact\/\">Contact our team<\/a> or visit our <a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\">HelpCenter<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We kick off the new year with an update for Daylite+. What new features will you get with this update? Capturing Expenses From now on, you can record expenses much more conveniently and quickly. Use products and services you have created in Daylite for your expense tracking. Click on the magnifying glass icon on the [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":250360,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[551],"tags":[522,559,569,524,574,586,571],"dipi_cpt_category":[],"class_list":["post-250395","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-plugin-updates-en","tag-crm-for-apple","tag-daylite-en","tag-daylite-cloud-en","tag-daylite-expert","tag-daylite-extensions","tag-daylite-en-2","tag-iosxpert-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Daylite+ Update: Expense tracking and filtering easier than ever - iOSXpert<\/title>\n<meta name=\"description\" content=\"From now on, you can record expenses much more conveniently and quickly. 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