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Our engineers worked hard to provide a Daylite interface right within Apple Mail, giving you a seamless environment. There is no need to switch applications to record and link inbound and outbound emails. We think this is the best way to work with email on any platform.
Store email content inside Daylite
Unlike other systems that 'point' to emails within Apple Mail (defeating
the whole concept of email history within a multi-user environment,
because one User cannot access another Users Inbox), DMI actually
stores the contents of the email in Daylite's powerful database.
By doing so, you never lose the historical value of the email and
any user on the local or remote network can view the contents of
that email.
Leverage Apple Mail
A great number of our customers have asked for some kind of email integration.
We could have created a Mail client built into Daylite, but why re-invent
the wheel and play catch-up on the features? With our current strategy,
you can:
- Send and Receive emails using POP, IMAP, .mac and Exchange
- Leverage the Junk Mail filter, within Apple Mail, and be confident
that irrelevant emails don't make their way into Daylite
- Receive HTML emails and send them to Daylite as rich text
- Utilize the many other great features available to you in Apple
Mail
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Work from within Apple
Mail
When an email is received, DMI will identify the associated contacts
(showing the related category/keywords), open opportunities and/or
projects linked to those contacts right from within Apple Mail.
You can double-click the contact to open the record in Daylite
showing you the full detail and history. You can also trigger the
creation of linked projects, opportunities, appointments and tasks
from within Apple Mail.
Add contacts from within Apple Mail
When DMI doesn't recognize an email address, it provides you with
the option to add the contact to your Daylite database. You can
also add new email addresses to existing contacts.
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Auto-Link Rules
You can determine whether links are automatically established. For example, choose not to auto-link inbound emails, but to auto-link outbound emails. This allows you to take advantage of the thread of the email, showing the message from the contact and your reply. At any time, you can choose to link or not link the email with a single click. Once an email message is linked, it will show up in the Contact's Note tab.
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Automatically Sends Email Contents to Daylite
There is no need to push a button to send the email content to Daylite.
DMI sends the emails to Daylite automatically when you view the next
message or when you send a composed email. Once you've set your preferences
to auto-link the email, there is literally no thinking involved -
the linking just happens!
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The hidden benefits
Because we use DMI everyday, we can tell you that this plug-in is addictive! Think about how the following steps will save you time and give you some peace of mind (priceless!).
- You receive many emails a day.
- As you view a message, you can create a Task with a reminder. That
task and the contents of the email will be automatically linked to
the Contact. You can also create a new project or opportunity and
link the contents of the email to the contact, opportunity and the
project.
- Once you've created the task, opportunity or project, you can manage
your responsibilities right from within Daylite. There is no need
to try and remember all that needs to get done.
- If you are using a PDA or smartphone, those tasks and reminders will travel
with you!
- The due list in the calendar will alert you of any tasks, projects or
opportunities that are due.
This is just the tip of the iceberg. We are sure you will love the
functionality and cherish the peace of mind.
Handles duplicate emails
DMI is smart enough to know when an email message has already been added to Daylite. For example, if a contact sends an email to you and your co-worker, DMI will recognize the email message if it has already been added to the database. The same is true if you are reviewing messages in your 'Sent' folder.
System requirements
- Mac OS X 10.4.9 or higher
- Daylite 3.1 or higher
- Apple Mail 2.1 or higher
NOTE: DMI is included in the Productivity Suite. If you do not have the Productivity Suite (perhaps you purchased Daylite at a retail store), you can download it separately here.
You can purchase it separately by visiting our online store.
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