Activity Management

Project Management

Sharing

• Create and manage single or repeating Appointments, Tasks and Subtasks
• Set reminders for your Appointments and Tasks
• Link activities to multiple objects
• Define and apply billing rates to activities
• Define activity sets (sequentially ordered sets of Tasks and Appointments)
• Track time via enabled Task timer
• Link files to multiple objects
• Create and print estimates/layouts/reports/labels
• Launch Apple Mail and send email from within the application
• Print Notes or send as e-mail
• Use the Services menu to quickly create Notes, Appointments and Tasks (See Mac OS X Services menu)
• View Calendar in day view, week view, month view, plus toggle a Due list of upcoming items
• Viewable Task list
• Display Mini Calendars in drawer
• growl Support
• Email notifications
• Custom snooze

Contact Management

• Distinct Objects for Contacts and Organizations
• Synchronize with Palm devices
• Synchronize with your Mac OS X Address Book
• Drag-and-drop to create sophisticated, multiple links between Daylite3 objects, including reciprocal relationships.
• Associate Contacts with Organizations through user-defined roles
• Generate custom fields and unlimited tags
• Print envelopes and labels from over 800 standard templates—even create your own!
• Send bulk HTML email with MailDrop™ (or other third-party software)
• Merge Letters with the built-in editor, or via Microsoft Word™, Microsoft Excel™, and OmniGraffle™ Pro (version 3.0 or greater)
• Quickly compose an email to contacts with a single click
  Use the Services menu to quickly create Contacts (See Mac OS X Services menu)
• Three kinds of views for Calendars, Appointments, Contacts, Groups, Organizations, Projects, Organizations and Notes. Tasks also includes a “brainstorming” view
• Toggle-enabled Due list.
• Unlimited phone numbers, and physical and electronic addresses
• Place calls via the integrated dialer
  (See Activity Management for activities)

Database server

• OpenBase SQL 10 included
• Install on Mac OS X* or Mac OS X Server*.
• Setup nightly backups
• Create offline copies for on-the-road usage or for branch offices
• Use on local machine (including laptop), server on LAN or server on WAN (Internet)

* Requires version 10.4.9 or higher.

Ordering

• Single-user, five-user and ten-user licenses available as individual purchases online
• Variable size licenses are available. Please email us at info@marketcircle.com
• Single and multi-user also available through partner network
• Single-user available through Apple store and other retailers

• Link any number of Contacts and specify the role(s) they play
• Organize all of your Tasks, Appointments, Contacts and objectives in one place
• Integrate file references and URLs, Organization and contacts
• Coordinate activity sets
• Create Projects from other Daylite objects
• Increased awareness through detailed summaries

Opportunity Management

• Link any number of Contacts to any number of other Daylite objects and specify the role they play, plus their relationship to other contacts
• Define your own stages and types for Opportunities
• Visualize your current sales status with the Pipeline graph
• Visualize your upcoming revenue with the Sales Forecast graph
• Visualize your long-term performance with Win/Loss Trend graph
• Visualize revenue potential using color gradients
• Define your own win/loss reasons
• Use units, unit price, probabilities and forecast close dates
• See Activity Management for activities

Import/Export

• Import/export iCal data (ics) and contacts (vcf), including to your iPod
• Native importer for Now Up-to-Date and Now Contact
• Import contacts, activities, notes from ACT 6/2000/2.8
• Import tab-delimited or comma-separated text data from other sources, including contacts from Palm 4.0, Group Organizer and Entourage
• Import XML webleads from your website
• Export tab-separated data into Excel or text

Mac OS X Services

• Mac OS X Services menu support
• Create and attach Notes from Apple Mail and from any Services-aware application
• Create Appointments, Notes and Tasks from selected text
• Create or find a Contact from an email address

Synchronization

• iPhone, iPod, PDA, smart phone (Palm, BlackBerry, Windows Mobile), phone, synchronized using Apple's iSync or iTunes. iCal and Address Book also synchronized. Some devices need extra software.
• Data elements synchronized with iTunes or iSync (Sync Services):
  • Appointments, Events
  • Tasks
  • Contacts, Organizations
• Synchronize laptop and server (offline synchronization) to work on the road or away from the office

Support

• Complimentary email support with 2 to 4 business days response time
• Additional and priority support available through the Marketcircle Advantage Program
• Large community and partner network
• Please visit the support page for more information

• Organizational User
• Management and Access Levels
• Three access choices (Public, Private and Custom)
• Share all Daylite objects with user that you choose
• Delegate, assign and reassign tasks and other Daylite objects to users
• Create, identify and assign resources to an appointment
• Access databases located on the current computer, on the local network or over the Internet
• Create fully functional offline copies.
• Work on the road and synchronize
• Delegate tasks and appointments to other users
• Administrator can restrict offline database creation & synchronization
• Pessimistic record locking
• Connect to multiple databases simultaneously
• Visibility Presets - Predefine common access rights

Common Features

• Global Trash for recovering deleted objects or permanently flushing objects
• Define and create unlimited forms with unlimited fields
• Attach unlimited file and web references
• Automatically record outgoing email and merged letters
• 16 Extra Fields for custom data in your List Views (12 text fields an 4 date fields)
• Quick filters within each Daylite3 object (except Calendar)
• Multi-field filtering
• Lists/Smartlists
• Bookmarks
• Favorite filters
• Quick Find / Global Find
• Notifications window reminds you of upcoming items
• Summary views
• Generate HTML, RTF, PDF and plain text reports.
• Customize reports using built-in editor
• Analyze lists with Chartsmith™ to create great charts
• Bulk editing, plus locate and combine duplicate contacts
• Display, hide, resize, reorganize most columns in each list view
• Use keywords and categories to classify Daylite objects
• Use priority to mark importance
  
• Live view printing
• Print list Assistant

System Requirements

• Mac OS X 10.4.9 or higher
  (Daylite 3.6 and up required for Mac OS X 10.5 or higher)
• 1 GHz G4 or higher (Universal Binary supported). Newer processor strongly recommended for synchronization use
• 1 GB RAM and 200 MB hard-disk space**
• 1024 x 768 or higher screen resolution
• High-speed network (for workgroups*)
• CD-ROM required for installation of store-bought software.
• Internet connection required to download software
• A high-speed network connection for sharing databases via LAN or WAN
• These requirements are only for the computers running the database
• Client computers require approximately 30MB for the application itself

* Workgroup server requirements may vary.
** Hard disk space requirements vary depending on the size of stored notes & letters