One of our Partners, Eric O’Connell, has written a great book about creating reports in Daylite. His book covers a range of basic and advanced topics, that can be applied to developing your own customized reports – to maximize the benefit of using Daylite.

The report engine is the same in Billings, so readers can apply what they learn to

I also wanted to take this opportunity to congratulate Eric on his Master Partner status – way to go! We now have six Master Partners on our roster, with that list continuing to grow.

Eric’s book features:

• Report and Page Layout tutorials walk you through creating report documents
• The different layout elements are discussed
• The data model as made available to the report engine is discussed, and each primary Daylite object (contacts, organizations, projects, opportunities and groups) are diagrammed to illustrate which data is available and where it can be found
• The different types of page layout formats are discussed
• The last two chapters discuss F-Script and how it can be used to acquire and format data

Happy reading!

Ryan Cash

We’ve released a free update to the Daylite MYOB AccountEdge Connector, fixing a connection problem with AccountEdge Network edition.

The update for existing users can be found here.

The Daylite AccountEdge Connector enables the seamless exchange of information between AccountEdge and Daylite, eliminating double-entry, saving you time and money.

For more information on the product, check out our MYOB AccountEdge Connector page.

To speak with one of our business development specialists, fill out our Get the Most form and we’ll contact you shortly.

Marni “The MacAngel” Melrose makes a Guest Appearance on the Mac Lawyer’s Blog

Marni Melrose, one of our Master Certified Partners, was recently featured as a guest writer on The Mac Lawyer’s blog.

In Marni’s post she writes about her growing career as a Daylite “teacher”, and how she’s been able to help many people manage and grow business using Daylite as the platform for her methodology.

She compares Daylite to Origami:

“What I do know is that Daylite is daunting for some folks, and I completely understand. Think of a blank piece of paper. What do you do with it? Well, it depends who you give it to. If you give it to most people they won’t know what to do with it, they will “draw a blank”. If you give it to someone who makes Origami, you are going to get a beautiful piece of art back.”

Of course the article hones in on the law community, as she discusses her principle of using Daylite as a “steel trap” – to encompass all aspects of business, as well as personal stuff. Links to reviews from past clients in the law industry are provided, allowing potential new clients to look at feedback before soliciting her services. Marni also posts a link to a new “Daylite in the Law Office” webinar, giving viewers insight to the many benefits she offers.

Not everyone requires help from a Marketcircle Partner when getting started, but it is recommended for larger installs that want to formalize some processes and want to get the most out of Daylite. Daylite is a veritable goldmine and one of our certified partners can help you dig out some real nuggets – even as a single user.

Ryan

We have some important releases for you today.

First – The new Daylite MYOB AccountEdge Connector. We’ve been getting requests for this for many many years, but in order to pull it off, we needed some changes in MYOB. Well, happily, the Mac AccountEdge engineering team pulled it off in Version 9 (U.S. version only for now). The connector is sold separately for U.S. $99.99 per seat and offers two time & cost saving efficiencies well worth the money. We are super excited about this connector and many of our customers will be too. Learn more here.

Second – Daylite 3.8. We’ve made some big changes in the reminders area of the application. Mostly for better iCal (Sync Services) integration. We originally thought that we could transform our reminders to the kind iCal supports and back, but that proved to be too difficult to get right, so we changed our reminder system to match theirs. On top of that, you can do cool things like set automatic reminders on incoming delegation or meetings.

Further, in preparation for Daylite Touch, we consolidated task statuses and priorities and added the notion of “inbox” and “someday”. We have a whole bunch of other fixes as well.

Keep in mind that you’ll have to recreate offline databases and sync services will do a reset (or refresh) sync. Download it from here (if you are in a multi-user environment, check with your administrator before installing).

Third – Daylite Delivery 1.2. This is a maintenance release of Delivery that works with Daylite 3.8. Download it here.

That’s it for now. We’ll have more news for you soon.

Until next time…
AJ