Daylite
Manage your business and your team.
With this great add on (included in Productivity Suite), Daylite users are able to fully exploit the sophistication of Apple Mail and Daylite's powerful multi-linking capabilities. You can tie an email to several contacts, projects and opportunities all at the same time - giving you rich history.
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.
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.
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:
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.
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.
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.
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!
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!).
This is just the tip of the iceberg. We are sure you will love the functionality and cherish the peace of mind.
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
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.