Manage your business and your team.
We completely rebuilt the interface and user interaction from the ground up for Daylite 4.
With Daylite 4 we've greatly improved the user experience of the app, while minimizing the number of clicks required to perform most functions. We've made it easier to learn how to use Daylite, and tweaked the performance so it's faster.
All of this together makes it easier and faster to use Daylite everyday, whether you're just getting started with the app or you've been using it for years. Saving a few minutes here and there is important. It lets you devote more time to doing what you do best – your business.
The most loved feature of Daylite for iOS comes to the Mac. The home screen in Daylite shows you what's happening today, tomorrow, and for the next 7 days. It'll show you all the appointments, tasks, projects, and sales that you're either working on or have approaching due dates. See what's coming up and know what to focus on, at a glance.
Redesigned edit cards are just one example of how we've sped up Daylite. Edit cards now flow simply from top to bottom, letting you keep your hands on the keyboard the entire way though – even when linking to existing objects or creating new ones.
We've tuned the interface responsiveness so it's always quick, no matter how big your database grows.
Create multiple independent workspaces with Tabs (just like Safari), or switch to Full Screen Mode to block out all other distractions.
Slideovers smoothly expose details from linked items, then slide back without losing your place. You can navigate the context as deep as you'd like and get back to where you were in one click.
The new inline Activity view shows you all the recent history of what you're looking at - no more clicking around to see what's happened in the past. It initially shows you the most recent activity, and continues to expand as you scroll down.
The sidebar has been completely redesigned to be more familiar and functional. Just like in iTunes, you can navigate directly to any list with a few clicks in the new sidebar - without switching between sections.
Use Siri to create new appointments or modify existing ones. Siri works with Daylite just like she does with iCal.
Ask Siri what appointments you have today and she'll tell you.
Publish your contacts as a CardDAV list to have Caller ID and address completion on your iPhone or iPad.
Use Siri to call people from your Daylite database. Or ask Siri for someone's address.
Now tell Siri to add a task to Daylite in your inbox or worklist. [New in 4.1]
Send and accept meeting invitations to your contacts that use Outlook, Google Calendar, iCal or other calendar systems.*
*note: requires Daylite Mail Assistant, available free
You can subscribe to iCloud, Google, or other CalDAV calendars inside Daylite so you can see your family or personal calendars alongside your work schedule.
You can now choose to see one Daylite calendar or separate calendars in Calendar based on the categories assigned to your appointments in Daylite. [New in 4.1]
View your schedule relative to today, not what's happened in the past. Advance the week view by a single day, or advance the month view by a week at a time instead of a whole month. Always look ahead with Daylite's never-ending calendar, no matter what day of the week or month it is.
View tasks with due dates in your calendar and filter the calendar based on a specific project or opportunity.
Tasks, notes, and emails can be used to make every meeting more effective. Multiple people can attach notes for crowd-sourced meeting minutes. Create tasks out of that appointment and link them to the next meeting to make sure actionable items are completed before then. Link appointments to specific stages within a pipeline to help manage milestones.
Put tasks in the Worklist that you want to work on now. Focus on what you want to accomplish instead of staring at an overwhelming list of incomplete tasks. Drag tasks around to re-order them based on priority.
You can now link tasks to specific stages of a pipeline for a project or opportunity you're working on. You can define pipelines with preset activities for each stage, or add them as needed at each stage with a single click.
You can now link tasks to appointments, notes, and emails. For example, you can create a short list of tasks that need to be done before a meeting by linking them to appointments. Or link tasks to notes and emails to provide further details for each task.
View your Not Done task list to see all your pending tasks, grouped by objective. Easily drag unfiled tasks to an objective, or mark them to be added to the Worklist.
Now create tasks more quickly & easily using global hotkeys. While working in other applications, press the New Task hotkey to quickly enter a task in the window then get continue working. [New in 4.1]
Daylite's Mail Assistant is now it's own section in Apple Mail and no longer a drawer outside the main window. DMA works great in conversation view and in full-screen mode.
Set meetings and create reminders right from within Mail, without ever having to switch to Daylite. Or directly create projects and sales opportunities right when you receive promising new emails.
Specify categories or tag with keywords, set permissions, or include message attachments to import into Daylite so that all users in your business can view its related files.
Now works with Microsoft Exchange Accounts. [New in 4.1]
Find what you're looking for using Quick Search. As you type, Daylite shows you organized results.
Daylite takes the guess work out of performing complex searches by showing you the results immediately.
Search everything in your entire database in seconds. Search queries provide chronological results so you can see what's relevant now and up and coming. Improved filtering allows you to filter searches by type including person, appointments, notes email & so much more! [New in 4.1]
We've added new reports to help you better analyze your business. Now introducing Opportunity vs Contact Creation, which shows the ratio of people and companies to sales opportunities. Companies & People by top 10 Categories, showing the number of people & companies that are customers, leads, partners, etc. and many more!
Calendar printing is back with completely revamped options! Easily print off a monthly, weekly or daily calendar. Adjust text size and page size, choose to view a mini calendar and category legend.
Need a list of what you need to get done on paper? Easily print out multiple options for tasks: not done, worklist, due today, etc. so you can check off what you've accomplished. Printing layouts can be easily configured to your printer. Numerical information is now summed at the bottom of multi-column lists and forms can be printed on an individual per page basis or printed as a list of multiple forms.
Create letters & envelopes with your contact information in Daylite, customize mail merges, direct mail marketing campaigns and thank-you follow-ups.
Integrate web into Daylite by researching your contacts and organizations.
Integrate inbound and outbound calls to Daylite (Skype, VoIP).
Visit other clients or Daylite contacts within up to a 50km radius of where you will be travelling.
When you're on the go, ask Siri to create a task that then pushes to the Reminders app on your iOS device.
A calendar interface that's a pleasure to use now works with Daylite.
Connect the power of Merlin and Daylite and distribute work among your resources.
You can now use CardDAV and CalDAV applications to sync your contacts and events from Daylite.
Daylite now works with Cobook on your Mac.
ProductivityTools extends Daylite features to improve your workflow.
Send your Daylite contacts and groups directly into MailChimp for quick and easy campaigns.
Easily export Daylite contacts into Direct Mail to create email campaigns.
Stay organized by viewing all your calendars within Daylite.
Contact detail changes are pushed from Daylite to Contacts and Address Book.
View your own, your families or colleagues published calendars from within Daylite.
A convenient and intuitive way to utilize your Daylite address book data through a system wide menu.
Now share data between two powerful business applications; Billings Pro and Daylite.