For any additional questions, please email info at marketcircle.com.

Thanks

MC

For software developer Jeff Rosengarden of erpDevelopers in Deerfield, Illinois, Daylite is the essential lifeline in performing day-to-day activities.

To Jeff, being without Daylite is like “being without air.” Good thing Jeff can always access Daylite with his iPhone or iPad

Marketcircle: Could you briefly describe your business and industry?

Jeff Rosengarden: We are custom developers for ERP software. We work mostly with Sage 100 to develop custom add-ons.

MC: Who are your typical customers?

JR: We work mostly with resellers of Sage100. A reseller will have a client with a need and the reseller finds us, the developer, to do the work.

MC:What gives you an advantage over your competition?

JR: Our unbelievable years of experience is what gives us a leg up from our competition. Between myself and my partner, Rob Nordin, we have over 50 years of experience with this software. I like to relate it to a 2 year old learning from experience not to put their finger on the stove. Due to our experience, we can avoid ‘the domino effect’ of pitfalls and problems.

MC: How has Daylite been able to help you in your business?

JR: That’s like saying “how do I breath?!” We use Daylite interactively day in and day out. I can’t do anything without referring to Daylite. It’s like having a personal secretary. My biggest unexpected gain was the ability to link objects back and forth, left, right and centre. It allows me to intuitively link documents where they belong and link to multiple spots, so I can link a document to a company, virtually copy it to a customer, as well as link it to a project or an opportunity.

MC: What’s your favourite time saver in Daylite?

JR: The Global Search is probably the biggest time saver for me. I no longer have to print out copies, which makes looking for documents a pleasure, it’s just THERE. It’s like having a room full of papers and saying “document ‘ABC’, jump up!” The virtual calendar is another favourite. I literally live in my calendar. It used to be a bloody mess, and now with Daylite it’s a colour coded organized mess. Because it’s so visual, it makes it easy to do what I call ‘fire & forget’ and move around unimportant things over to focus on the main things.

MC: What is your favourite thing about having mobile software like Daylite Touch on your iPhone and iPad?

JR: I love that I can sync with my iPhone and iPad, it’s a big time saver. I can make changes, or add data entries left right and centre and it’s all at my fingertips. It’s not cluttered with features that you don’t use. Daylite gives you what 90% of CRM users need, and filters out what people don’t need. We used to use GoldMine and I never thought that there were other systems that could run circles around it. With Daylite, I never have to worry that it’s not working, I trust it like I trust the air I breathe.

MC: What’s the next step in the growth of your business?

JR: We are in the midst of creating a new low cost ERP solution that we are going to deliver. The next step will be to release that nationally and then provide updates and support.

MC: How can Daylite help you do that?

JR: We need software that we can work with that can dynamically grow as our company scales up. We’ve been watching that with Daylite as our business grows.

MC: What is the best advice that you’ve ever been given?

JR: I was once debating with a man about the answer to “what is the most important part of any company?’ I, like many people thought that the customer would be the most valuable part of a company. The man I was debating disagreed and slammed his hand down on the table saying, “Bull ****! The value of your company is what walks out at 5pm and what you pray comes back at 8:30am the next day!” What he meant was that your employees are the most valuable part of your company, and if you have happy employees, you will have happy customers. When you’re in the service business, your employees are your most valuable assets!

Follow these easy steps to backup Daylite:

1. Open Daylite Server and click the ‘Backup’ pane.

2. Check off time, date, and select where you want it to save. (Or visit our Knowledge Base page for how to do a Manual Backup).

Saving this will create a file under ‘Users’ –> ‘Shared’ –> ‘Daylite Server 4 Backups’

*Please ensure that your Daylite Server is turned on.

In the event that you need to restore your computer, Time Machine won’t restore Daylite to a working state, so you need to restore it using the back up file that Daylite server created.

For more information you can also visit our Knowledge Base to Restore a Database From a Daylite Backup,  or for how to do an Automatic Database Backup

1. Fish – Fish is full of Omega-3 fatty acids which help with brain function and has been proven to enhance memory. If you’re like me and don’t like fish (with the exception of sushi…Mmmm sushi), there are also Fish Oil supplements that you can take

2. Bananas- Bananas have been proven to enhance memory due to being high in potassium, magnesium, vitamin C, and fibre. They also contain Vitamin B6 which enhances the production of serotonin and dopamine, and helps you concentrate as well as making you happier! More bananas= (better memory + more smiles)

3. Coffeeeeee! – There are so many things to love about coffee. It tastes great, pairs lovely with anything chocolate flavoured, enhances memory, energizes, and has been proven to enhance long-term memory for women (for men… well you will just have to continue to rely on Daylite to remind you of your meetings and appointments)

4. Spinach – Popeye had it right! Spinach is one of the healthiest leafy greens there is. Full of antioxidant, magnesium, iron, and vitamin B12, it’s spinach to the rescue to help increase concentration and reduce the risk of brain diseases such as Alzheimer’s.

5. Berries- Not only are berries delicious and great for smoothies, they are also antioxidants and they can help to improve spatial memory and learning. So if you’re like me and have a terrible sense of direction, try incorporating more berries into your diet. You can even combine some of these brain foods like throwing in some strawberries in a spinach salad.

6. Ginkgo Biloba- Known as the ‘brain herb’, ginkgo biloba increases blood flow to the brain, which increases the nutrients being brought to your brain and results in better concentration and improved memory. Ginkgo biloba is derived from the ginkgo tree, so your best bet on where to get some would be from a health food store in capsule form.

7. Whole Grains- Last but not least, whole grains are a brain stimulator and help with memory because they are full of fibre and vitamin B6. Whole grains help with blood flow to the brain as well as blood circulation through the brain. Some great sources of whole grains are quinoa, brown rice, oatmeal and popcorn. So next time you’re at the movies, grab a bag of popcorn, it may help you to remember that hilarious line from your favourite scene.

Having a well balanced diet is key to keeping your brain on it’s toes (so to speak). The more nutrients you put in your body, the more nutrients your brain absorbs. While I can’t promise that eating a spinach salad with berries and fish will automatically result in a genius idea, eating healthier foods will help to improve the way your brain functions. And a happy brain will thank you in ways such as remembering and digesting information better.

We communicate with people everyday, but with the increased use of technology and a decrease in face-to-face interaction, we have to ask ourselves honestly, do we really know how to communicate effectively?

Keeping your contacts organized with Daylite can make it easier to track and continue communication between you and others, whether that be clients, coworkers or partners. Keeping in touch with people on a regular basis is important when establishing and maintaining relationships. With Daylite Mail Assistant you can essentially ‘paper clip’ your contacts together, and link all your e-mail correspondence so you can easily get an up to date look at your contact history. I’m sure it has happened to all of us in the middle of a busy day when we have a billion things on our mind and then… we get a call from someone and think…’Great! Thanks for getting back to me…why did I call you again??”  With a few clicks, you can find that out with the help of Daylite. Check out this tutorial video for a more comprehensive understanding for how Daylite Mail Assistant can help you.

An interesting article from smashingmagazine.com titled ‘Why Can’t We(bbies) Be Friends?’ by Rick Sloboda gives some insight into team effectiveness, and the key role of communication.

Sloboda explains how proper communication can help you:

• Increase productivity
• Avoid and solve problems
• Enhance working relationships
• Promote personal satisfaction
• Complete projects on time and on budget
• Create better results and happier clients

Today’s generation is so stuck on texting, e-mailing, tweeting, posting, blogging, etc that it can be easy to forget what the main purpose of communication is….and that is to LISTEN.

Too often we think we are communicating with people, when really we are just waiting for our time to add our two cents (or in some people’s case, their whole buck).

Sloboda quotes Health Resource Network’s Dr Morton Orman on how this mix up of hearing without listening happens:

‘Much of the time when people are speaking to us, our heads become filled with our own personal thoughts and agendas… [we’re] thinking how we’re going to respond. But to listen well, you must put these thoughts aside and “be with” the other person. You’ve got to fully attend to their words and inner emotions. You’ve got to actively work to “put yourself in their shoes” and listen to them speak. And you’ve got to keep your mind open to discover the value or merit in whatever the other person says.’

Communication is essential in everyday life, and can be the saving grace when stress levels are running high in a work environment. Making sure that the lines of communication are open and flowing freely can help keep things running smoothly and ensure that your company runs as an effective unit and everyone feels like an important part of the team

Let’s use a couple of examples to better understand their usefulness..

Let’s say you want to create a list of all your contacts based in New York who are prospective customers. You habitually tag such contacts using the keyword “Prospect.” You would filter your contacts so that the only ones that appear in Daylite are the ones in which the Address field contains “New York” who you’ve tagged with the keyword “Prospect.” Any contacts that don’t have “New York” in the Address field AND the Prospect keyword do not appear in the list of results.

To routinely view the filter’s results, you don’t need to recreate the filter each time. Save yourself some work the second time around (and later) by using the filter to create a Smart list. Daylite rebuilds the list each time you use it so that, for instance, it no longer shows contacts as prospective customers if you removed the Prospects keyword after converting them into actual customers. Daylite automatically puts Smart lists in the sidebar. You can also put that list in the favourites by dragging it out of the sidebar and dropping it in the toolbar.

Here’s another instance. Think sorting music by genre in iTunes. Once you add new music to your iTunes, the songs will automatically be placed in the genre associated with the song. Say your in the mood for some alternative music. You can sort your music by genre and away you go. The same goes for Daylite smart lists. Once you add new information to Daylite (as long as it meets the filtering criteria you set) the list you created will populate with the new information. When an object that previously matched the criteria of that list changes then the information will leave on it’s own. In short, filters are a great way to manage your data for you so you don’t have to spend tons of time sorting large amounts of information.

We’ve created a great video that shows how Smart lists work. Check it out for more great tips.

Perry Schaffer, content creator representative at  Schaffer/Rogers, uses Daylite to keep track of all his clients and compares the convenience of Daylite Touch to having his brain around at all times!

Marketcircle: Could you briefly describe your business (industry, nature, ect.)?

M: Besides Daylite, what apps, software or tools can’t you live without?

PS: The top 2 would be Evernote and LinkedIn.

Thanks!

Marketcircle

Wood:  

•  Increases creativity, motivation, inspiration & good health
• Commonly represented by green & brown and is balanced best when placed in the eastern corner of the office
• Ideal for lawyers and medical professionals because it symbolizes loyalty
• Plants are a prime example of how to incorporate this element, and also serve as great listeners!                                                                                                                                                                           

Fire:

• Most aggressive element, and therefore increases productivity by promoting passion and excitement
• Represented by the colour red, and is recommended for therapists and artists to promote a lively environment
• Should be placed in the southern area of your workplace for ideal balance
• A candle would be an easy way to add a touch of this element, or if you’re really craving some passion, build a small fireplace for the office

Earth:

• Brings balance and stability to the workplace- don’t confuse this with core balance, for that you need to do crunches!
• Most common colours are… you guessed it; earth colours! Light browns, yellows, orange and sand are earth colours, usually made of clay, brick or ceramic and should be placed in the centre of the office
• Highly recommended for lawyers and accountants because they help strengthen relationships

Metal:

• Brings financial success and can be used with accents of silver, gold, copper or marble
• Should be used in small amounts to keep from throwing off your chi balance- don’t get creedy and turn your whole office gold!
• Ideally placed in the western corner of your office, and is great for anyone wanting to increase the big ‘cha-ching$’ .

Water:

• Bring opportunity and improve communication
• Promotes networking and increases learning, so it is beneficial to all business types
• Common colours are blue and black, and can be objects such as mirrors, mini fountains or anything made from glass such as a fish bowl (because not everyone has room for a fountain in their office)
• Should be placed in the northern end of the office and are great for artist studios because it increases intelligence and concentration
• Also beneficial for lawyers or investors because it promotes trust.

To optimize the benefits of each element, try to maintain a neat and tidy workplace. Throwing a few piles of dirt in the middle of your office, or dumping out your pocket change in the west end of your desk won’t help to increase productivity. Organization helps to restore and maintain balance so that the energy from each element flows freely. Be creative and have fun with the elements that suit your personality the most!

Daylite information sharing looks like this:

How Daylite shares information with various devices

Do I need to use CalDAV or CardDAV?

You don’t need to, but it is a solution that you will benefit from.

Look at the top half of the above illustration. Information from Daylite Server syncs seamlessly with Daylite on a Mac, iPhone, iPad or iPod Touch since thanks to the Daylite apps on all these devices. If this describes your whole work environment, stop reading here – you don’t need CalDAV or CardDAV.

The bottom half of this illustration covers a variety of other situations. For instance, you might want to share calendars and contacts with applications other than Daylite. That’s where CalDAV and CardDAV come in.

So if the top half of the illustration doesn’t cover your collaboration situation, read on.

How CalDAV shares calendars with other applications (like Calendar on your Mac)

CalDAV gives you the convenience of pulling calendars from multiple sources (e.g. Apple iCloud, Google Calendar, Daylite’s calendar) and viewing all events in one place – no switching applications required.

Here’s an extra tip: in Daylite 4.1 (or later), you can use the Mac or iOS Reminders app to quickly put tasks into Daylite’s Inbox and Worklist.

How CardDAV shares contact information with other applications (like Contacts on your Mac)

Using CardDAV, it doesn’t matter where you add new contacts or make changes to existing ones – all shared contacts stay in sync across all devices. You’ll always have the right information, from phone numbers and Twitter names to physical and email addresses.

Speaking of email, CardDAV ensures Mac Mail can autofill email addresses, which it reads from the Mac’s Contacts app.

You can share all your contacts or only specific ones (we call these “Shared People” and “Shared Companies”) from Daylite, depending on the preferences you choose. You can also choose selected contacts in those other applications with Daylite, and with all your colleagues.

Technical note: fields in vCards and Daylite contacts have different names. We’ve described how information in these fields maps in this article.

Setting up DAV

We offer instructions both in our user guide and our website, but we’d like to share the fine work of our Marketcircle partners at LearnDaylite.com. These videos do a great job of taking you through setup step by step.

And here’s a short video we produced that explains how to set up CalDAV on an iOS device.

For another video on CalDAV Setup, check out our partners tutorial at Learn Daylite.