Introduction to Daylite

• Daylite General Overview
• Daylite Main Window Overview

If you're new to the Mac, visit Apple's Mac Basics webpage for some great introduction videos.

Getting Started

Bringing Data into Daylite

• Importing Delimited Data
• Mapping Address Book Groups to Daylite Categories Using Synchronization

Calendar

• How to Schedule a Meeting

Communicating with your Contacts

• Creating a Letter Template
• Merging Contact Information with a Letter Template
• Write an Email

Contacts

• Entering Contacts into Daylite
• Tracking Referrals

Daylite Mail Integration (DMI)

• Adding Contacts
• Adding a New Email Address to an Existing Contact
• Handling Inbound Emails
• Handling Outbound Emails
• What's Been Added to Mail

Productivity Tips

• Customizing the Toolbar
• Using the Shortcuts Bar

Preferences & Administration

Administration

• Adding New User Accounts to Daylite
• Changing a Daylite Password
• Creating a New Database
• Who is Daylite Admin

Daylite Preferences

• Setting up Default Values for Daylite
• Setting up Reminders in Daylite

Industry Videos

Film & Video Professionals

• Project Management for Film & Video Professionals
• Tracking New Business for Film & Video Professionals

Legal Professionals

• Case Management for Legal Professionals
• Tracking New Business for Legal Professionals

Photography Professionals

• Project Tracking and Event Planning for Photography Professionals
• Tracking New Business for Photography Professionals

Print & Design Professionals

• Project Management for Print & Design Professionals
• Tracking New Business for Print & Design Professionals

Integration

• Billings-Daylite Integration
• Setting up Fujitsu ScanSnap Integration for Multi-users
• Setting up Fujitsu ScanSnap Integration for Single Users

Advanced

Misc.

• Enhanced Import & Export

Reports

• Automated and Non-automated Tables
• Calculating the Sum of a Numeric Column
• Changing a Page Layout
• Choosing a Contact Address
• Create a New Layout or Report
• Creating a Label Sheet
• Decorating a Table
• Editing Static and Dynamic Text
• Modifying the Sort Order of a Report Template
• Setting Data on Tables
• Structure of a Layout
• The Editor Window

ACT! Migration

• Watch this video to see how your ACT! data looks in Daylite

We offer an ACT! migration service to bring your ACT! data from your PC software into Daylite on your Mac.

Macworld Expo Demos

• Daylite & LightSpeed (Presented by Xsilva CEO Dax Dasilva)
• Daylite & MYOB AccountEdge (Presented by Todd Salkovitz of Acclivity)
• Daylite & MoneyWorks (Presented by Cognito CEO Grant Cowie)
• Daylite Touch Demo (Presented by Marketcircle CEO Alykhan Jetha)
• Getting Things Done with Daylite (Presented by Amin Rahmani of Marketcircle)

Third Party Movies

One of our Master Partners, The MacAngel, has some great Podcasts you can subscribe to.