Daylite reporting is dismal, to say the least. Reporting is *key* to any successful database platform, and being able to get custom reports on your data is crucial.
First and foremost: Daylite is basically a group DATABASE, but any database is only worth the data you can get OUT of it. Unfortunately, as the years went on, Daylite did not progress as quickly as the marketplace, and its shortcomings became more and more obvious - specially as they keep on going unaddressed. These features have ensured it has kept a loyal user-base over the years. Makes it great for looking at your data from different points of view: click on a client's record to see everything that is relevant to it, on a project to see all related people, etc. Think of linking people to each other, to companies, to emails, to notes, to projects, to quotes, etc.
Other useful features include its free-form database, where you can basically link any piece of information with any other data. I used Daylite for many, many years, and over many versions, It is indeed a solid, stable product, with lots of useful features - the main one being its unequalled Apple Mail integration, which basically allows you to run your life from inside your Mail app. With Daylite running in the background, it allows us to deliver on that experience I'd have no hesitation recommending Daylite to anyone. As I'm working on tasks, the ability to delegate tasks over to another team member allows me to spend more time on what's really important-our clients! Finally, the goal of every client interaction at our firm is delivering that WOW experience. My assistant and I basically "live in Daylite" each day. I think one of my favourite things about the platform is that it allows our team to be very efficient with how we spend our days. Every time we go back to ask "can we do this with Daylite" the answer is yes. As our firm has grown, so has our needs from our CRM. As we manage a large block of business, it is imperative that we stay in constant contact with our clients. In the beginning stages of our firm we basically used it only for managing contacts, tasks etc but over the years we realized we were barely scratching the surface with its capabilities. I absolutely love this platform! We've been using Daylite for 15 years and it keeps getting better.
#MARKET CIRCLE DAYLITE 6 DOWNLOAD MAC#
Upgrading from macOS Big Sur to macOS Monterey on an Apple Silicon Mac no longer results in a device migration error.When filtering by Keyword and searching within the list of Keywords, the results are no longer restricted to 10 items.Products & Services images and Identity logo can no longer be created with an unlimited size.Fixed an issue that caused Apple Mail to become unresponsive when responding to invitations on macOS Monterey.Fixed a crash that could occur when editing Forms.Fixed an issue where the incorrect timezone was set when importing an appointment generated from Exchange.Fixed an issue where the color sliders used for setting a category color could not be changed when entering values in the text fields.Using the Write Email option with a Group that has linked Companies will now include the companies' email address in the email.Fixed an issue that prevented vCards from being created when dragging Contacts from Daylite to Finder.Improved the sorting of Keywords, Resources and Teams in menus and popovers when they include numbers.When importing vCards, Daylite will check for duplicates and update/add to existing records instead of creating a duplicate.Time Sensitive notifications are now supported on macOS Monterey.Important Notice: You will need to reinstall Daylite Mail Assistant after updating.
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