WEB-BASED DAYLITE CERTIFICATION CURRICULUM

This course features an on demand, online training program, using interactive, leader-led HD tutorial videos. Divided up into 13 lessons over nearly 5 hours, the program takes partners through the entire implementation process, from start to finish. Each student has the option of a ten minute iChat screen-sharing session, phone call or email exchange with an Apple Certified Trainer to followup and ensure learning goals have been met. A companion workbook is also provided. This training program is a pre-requisite before taking the Daylite Certification exam. Online videos are available to you for one year after signing up for the course.

Technical Planning

• integrating into existing server infrastructure
• licensing issues
• considering networking requirements

Understanding Your Client's Needs

• identifying who to target interviews with
• understanding what challenges you needs to solve
• how to ask effective questions
• example questions for typical organization structures

Concepts Behind Daylite

• using objective containers to structure database
• understanding linking to define ones network of contacts and organizations
• the benefits of server, DMI and Touch

Configuring Daylite

• guidelines for using interview data to translate into daylite features
• defining categories, keywords, labels, org types, regions, industries, labels, default values
• examples and ideas for how to choose what options are appropriate
• setting up users, teams and visibility presets

Presenting Your Solution

• clearly defining presentation objectives
• understanding presentation types and delivery modes to support them
• engaging your audience and dealing with audience feedback

Installation

• networking 101
• os x server admin naming, DNS and firewall configuration
• router configuration
• backup strategies
• daylite server installation, touch configuration and security measures

Importing and Converting Data

• from iCal / Addressbook
• from generic CSV, mapping relational tables
• from 3rd party sources
• migration from 3.8

Interface Basics

• simplifying for new users
• methods for linking items together
• DMI configuration
• workflow examples

Organizing Your Data

• filtering, searching
• smart lists

Improving Operations

• corresponding using email merge, direct mail, merging for word/pages, printing labels
• creating and using forms for sales scripts, projects
• managing sales including using pipelines, reports, smart lists
• project tracking including using activity sets, task timersv

Synchronization

• offline mode
• sync services
• touch sync
• potential issues

Troubleshooting & Maintenance

• general mac maintenance tips
• backing up
• upgrade procedures
• common troubleshooting issues

Refining Daylite

• client follow up suggestions
• concepts of reports and understanding report engine interface
• introducing options for extending daylite using connectors, custom HUD widgets, XML leads

Total Running Time: 5:01