How do you use Daylite in your industry?

We use it to manage our contacts – recording all opportunities and monitoring communication relating to them. Once we’ve won the opportunity, we turn it into a project and create tasks for the project that we delegate to team members. We also record FTP details for web projects and other related info in forms. For instance, we’ll use forms to record the outline for a project and design specifications.

Without Daylite we couldn’t function as we do – it keeps us on track. Daylite allows me to monitor new sales leads and their follow ups, setup reminders for important due dates, and easily track client communication. When I'm out of the office, all new calls are added to Daylite as appointments, and delegated to me so they appear in my notifications list.

What's your favourite thing about Daylite Touch?

Seeing the day’s appointments and tasks at a glance and being able to access projects while out and about.

How has Daylite Touch improved your workflow?

It’s enabled us to access information quickly and easily, while we’re away from the office. I used to have to get a report of calls made and work done at the end of every day, but now with Daylite Touch, I’m kept in the loop all day long.

Which features do you find most useful to you and your business?

Being able to see progress on projects and clients while I'm out. Sending project notes to my co-workers who are filming on location has been very valuable.

How do you use Daylite in your industry?

We use Daylite as our main shared calendar and contact management system in the office. As part of the contact management we use it to organize our various mailing and emailing lists. We find the ability to link items really useful for tracking people to jobs – it tells us who introduced us to who and basically remember stuff we forgot. This is particularly useful in a multi user environment.

We also use opportunities to track the progress of prospective jobs. We then use projects to track confirmed jobs through to completion. It’s of great value to be able to link contacts, phone calls, notes and everything else to these key profit generating areas.

We use Daylite Mail Integration to track all pertinent emails for projects and opportunities which is very useful in our multi-user environment.

What's your favourite thing about Daylite Touch?

Having all of the above in my pocket.

How has Daylite Touch improved your workflow?

Daylite Touch enables me to be far more interactive with my database. If a client calls on my cell I can immediately update the notes on a project or reference any other aspect of an active opportunity or project. I can assign tasks to my assistant from thousands of miles away and I have the history of this for anyone else in the office to view if need be. Everything is in one place and not scattered between phone conversations, emails and sticky notes.

Which features do you find most useful to you and your business?

The home screen that gives me such a great overview of my day including my appointments and tasks.

How do you use Daylite in your industry?

I use opportunities to keep track of potential new clients. I use predefined activity sets that remind me to send information on our various packages, and to follow-up with them after a set period of time. Once business has been won, I create a project for each wedding, family portrait, or commercial shoot I'm involved in. Since Daylite works like a pyramid, I can keep track of everything related to that client under one project and access it easily.

What's your favourite thing about Daylite Touch?

Being able to view, edit, and create everything I need to run my business from one device that fits in my pocket – and knowing that this information is seamlessly syncing back to the machines in my home and office.

How has Daylite Touch improved your workflow?

Before Daylite, I would write this information down on my notepad and forget about them after a couple days. Daylite automatically pops up and reminds me to contact the bride to see if I can answer any other  questions, making my customer service that more personal. This is a HUGE deal for any photographer and can be the difference between you sealing the deal instead of Joe-Photo down the street. People like personal attention and Daylite reminds us, at predetermined times, to give that attention.

Which features do you find most useful to you and your business?

Having projects and tasks on my iPhone is huge – but having the home screen to sum it all up for me on a "today" and "tomorrow" basis is priceless.

How do you use Daylite in your industry?

As an attorney, calendaring is everything. One missed deadline or hearing can cause us to lose a case worth millions of dollars. We live by Daylite – the Mail integration feature is one of our favourites. Every case is set up as a project and we are able to link all parties, witnesses, experts, etc. We email ourselves important case documents that then linked to the project via the Apple Mail integration. 

What's your favourite thing about Daylite Touch?

I HATE to wear a suit unless I am going to be in court. With Touch I can check my calendar before going to bed to see if I can wear jeans and ride my motorcycle to work the next day.

How has Daylite Touch improved your workflow?

Daylite Touch allows me to plan my day before I arrive at my desk. I can browse upcoming deadlines, appointments and project events. When I am out of the office, I have access to all of my cases and contacts. Time spent in lines and airports can now be spent on projects. My paralegal always has immediate, real time access to delegated tasks and appointment notes.

Which features do you find most useful to you and your business?

The ability to check my own and my partners' calendars from home or the courtroom is indispensable. "Reschedule the hearing to when, your Honor?" No problem, I have all of our calendars right here in my pocket.

Anything else you'd like to add?

Daylite's stability is amazing. Our former windows based case management system crashed at least once or twice a week. We've been using Daylite for over four years without a hitch.