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Marketcircle KB .: Daylite 3.x .: General Questions

General Questions

General articles about Daylite 3

Apple Help in Daylite 3.5
Daylite 3.5 comes with a detailed...
(No rating) 9-20-2007 Views: 573

How can I search for Forms using the Smart Lists?
Daylite 3.1 has the ability of...

7-18-2006 Views: 1247

I purchased Daylite 1.9 (from a retail outlet) between December 1, 2005 - March 30, 2006 and was promised a free upgrade. Where is my license?
If you have pruchased Daylite from a...

4-12-2006 Views: 1833

I purchased Daylite 1.9 between December 1, 2005 - March 30, 2006 and was promised a free upgrade. Where is my license?
All customers that purchased...

3-30-2006 Views: 2146

What is the difference between Daylite and the Daylite Productivity Suite?
Daylite 3 Productivity Suite...

3-30-2006 Views: 2747

How do I create an industry specific database from a database template?
The industry specific database...
(No rating) 6-27-2008 Views: 545

I am looking to evaluate Daylite, however I don't have the most up-to-date operating system.
If you are currently using an...
(No rating) 6-16-2008 Views: 467

Where can I find information about industry-specific database templates?
Industry-specifc database templates...

3-26-2008 Views: 1243

What characters can I include in the label of an extra field?
The labels/names of extra...
(No rating) 3-4-2008 Views: 555

Where can I learn about Daylite-Billings integration?
There are a number of resources...
(No rating) 2-29-2008 Views: 524

Where can I learn about Daylite-Billings integration?
There are a number of resources...
(No rating) 2-29-2008 Views: 573

Do I need to be an administrator to install Daylite?
Yes. During the Daylite installation...
(No rating) 2-14-2008 Views: 801

How do I customize the Calendar settings?
You can customize many aspects of...
(No rating) 2-4-2008 Views: 629

How can I remove unwanted "Location" labels
Create a 'Smart List' based on the...

12-5-2007 Views: 873

Where are the "Location" label preferences?
As of Daylite 3.5, there is no need...

12-3-2007 Views: 829

Why won't the license I bought work with Daylite?
We often get this question...

10-9-2007 Views: 1469

What happened to the 'Sort Options' window when clicking on a column header?
To simplify how to sort objects, we...

10-9-2007 Views: 648

How do I print a list of contacts?
This article will walk you...

10-9-2007 Views: 796

Backup strategy for Daylite users
A backup is a copy of the database...
(No rating) 10-9-2007 Views: 835

Daylite's Appointment Capabilities
"So what kind of power does...

10-5-2007 Views: 1292

What Calendaring Capabilities Does Daylite Have?
We are often asked about...

10-5-2007 Views: 631

I noticed there's a new 'Trash' option in Daylite's window' menu. What is this used for?
When an item in Daylite is deleted...
(No rating) 9-20-2007 Views: 1454

Can my iPhone synchronize with Daylite?
The ability to synchronize Daylite...

8-10-2007 Views: 3407

I cannot get the 'Print' function to work?
If you notice that 'Print'...

5-12-2007 Views: 883

How can I determine what databases belong to Daylite in OpenBase manager?
If you want to determine what...

5-4-2007 Views: 1601

Can I get the birthdays and anniversaries of contacts to show up in my Daylite calendar?
If you have added the...

5-4-2007 Views: 1722

How can I arrange columns based on the fields I require in the Results pane?
If you wish to arrange the...

4-25-2007 Views: 1689

Why does'nt Daylite respect the currency format, alphabetic sorting, and date format that I have setup in my System Preferences?
If you notice that Daylite does...
(No rating) 4-20-2007 Views: 3930

Items existing in the database do not show up when I perform a search using Quick Find or Global Find? OR I cannot find, or duplicate names are appearing in the Quick Find window?
If you cannot find contacts,...

3-29-2007 Views: 2986

How can I print forms?
To print a form1. Click the Forms...
(No rating) 3-22-2007 Views: 1380

I've purchased an application license from Marketcircle, but I have not received my license information yet?
In some cases it takes about 24...

12-28-2006 Views: 3077

I've sent emails to Marketcircle and have received no responses
Check your spam filter or email...

12-28-2006 Views: 2549

What is a Contextual Menu?
When using an applicatio or an...
(No rating) 11-17-2006 Views: 1014

How do I use accented (French, German, Spanish, etc.) characters in the database?
The default database encoding is...

10-17-2006 Views: 1358

When I try to login, I get a Too many users message?
This message can appear under the...

9-29-2006 Views: 4753

How do I place email addresses in the BCC field rather than the TO field when using the Write Email feature of Daylite?
Note that the 'Write Email' feature...

9-17-2006 Views: 3102

I've forgotten my Daylite 3.x password, how do I recover it?
There are two possible solutions...

9-7-2006 Views: 4538

How do I delete my Daylite 3.x preferences file?
Daylite 3 uses a standard Cocoa...
(No rating) 9-3-2006 Views: 3902

How do I find out which operating system I'm using?
- Click on the Apple icon in the...

9-1-2006 Views: 6559

How do I find out the version number of my product ?
For Daylite,

9-1-2006 Views: 6844

Why are appointments or meetings scheduled with other users not showing up in their calendars.
It is important to remember that...

8-11-2006 Views: 3238

Make Simple List Layout
This function allows you to create...

7-18-2006 Views: 4057

Live List print
Live List is a print layout that...

7-18-2006 Views: 2294

How do I view a Pipeline once it's been created? Does it have to be viewed in the Pipeline pane?
The pipeline is viewable by...

7-11-2006 Views: 4352

What objects can I add a Pipeline to?
Pipelines can only be applied to...

7-11-2006 Views: 1683

Daylite & DMI License Remover
*Please ensure that you have access...

6-21-2006 Views: 3339

How can I add/remove Contacts from the computer menu bar and dock?
To add/remove Contacts from this...
(No rating) 6-19-2006 Views: 1689

How can I switch off the notification advising that an update is available?
1. From the Daylite menu bar,...

6-19-2006 Views: 1762

How can I print the various Calendar views?
If you would like to print the either...

6-19-2006 Views: 2915

How do I unlink an organization from a contact?
*Go to the Contact view (View ->...
(No rating) 6-11-2006 Views: 2417

I am trying to enter my license information into Daylite 3 after upgrading from Daylite 1.x but it does not work. What do I do?
Please note that you can only...

6-10-2006 Views: 8117

Daylite 3 - Feature Comparison Chart
To see a list of features compared...

6-6-2006 Views: 1570

How do I remove a contact's picture in Daylite 3?
To remove a photo/picture of a...

6-4-2006 Views: 1135

Why am I not able to add a support service agreement license that I purchased (ie. Pay per incident) into Daylite?
You do not have to add/enter this...
(No rating) 6-3-2006 Views: 2018

I cannot find all or some of the contacts in the results pane in Daylite 3.
If the contacts are not 'owned' by...

5-20-2006 Views: 5465

What is the difference between Contacts, My Contacts, and Recent Contacts factory source lists in Daylite 3?
The source list pane is located on...

5-20-2006 Views: 3873

How do I add or attach a picture or photo to a contact in Daylite 3?
To add a picture to a contact, do the...

5-19-2006 Views: 1575

I am trying to print the calender but no print dialogue comes up. How do I print the calendar in Daylite 3?
If you hear an alert sound but don't...

5-19-2006 Views: 2199

How do you link a Opportunity to a Project?
In the present build of the...

5-18-2006 Views: 1622

How do add the "x" for a phone extension number?
To add the "x" letter...
(No rating) 5-18-2006 Views: 1947

How do I take a screenshot of my screen or my window?
1. To take a screenshot of your...
(No rating) 5-6-2006 Views: 2105

How do I sort objects (contacts, organizations, projects, groups, opportunities, tasks, notes, appointments) by a certain field or column in Daylite 3?
1. Go to the Object's view by...

5-6-2006 Views: 5203

How do I delete objects i.e Contacts, Organizations, Tasks etc in Daylite?
Simply highlight the object or...

5-3-2006 Views: 3490

Can I produce a object count (i.e how many Contacts, Appointments, Notes) are in my database?
From the Daylite menu bar...

4-28-2006 Views: 2525

Daylite Database Utility Tool
To restore a database, please...

4-27-2006 Views: 3176

How do I add labels for different types of phone numbers, addresses and emails?
Customize and edit your contact...

4-27-2006 Views: 4411

How do I Narrow to Selection in Daylite 3?
Narrow to Selection is a feature in...

4-26-2006 Views: 776

How do I remove/clear my password from the login screen so that I can enter it manually?
-Quit Daylite-Open the 'Keychain...

4-26-2006 Views: 3706

I am not able to print the Daylite 3 Manual.
We have addressed an issue where it...

4-25-2006 Views: 1849

How do I change an Appointment into an All Day Event?
Either create a new Appointment or...

4-23-2006 Views: 1525

Where can I change the checklist of Keywords to categorize a Contact?
You can add/amend/remove Keywords...

4-13-2006 Views: 2741

Where are the Graphs (i.e Win/Lost, Pipeline, Forecast) for Opportunites in version 3?
-Select an Opportunity (or multiple...

4-12-2006 Views: 1614

How do I change the pages margins in a Letter or Letter Template?
Open the Letter or Letter Template....

4-12-2006 Views: 2933

In Daylite 1.x, highlighting multiple objects automatically produced the Bulk Edit screen. How can I access the Bulk Edit screen in Daylite 3?
Highlight a multiple selection of...

4-11-2006 Views: 4318

What is the difference between a Smart List and a List?
A list is a reference to any...

1-9-2006 Views: 3781

How do I define multiple custom pipelines?
To create new pipelines in Daylite...

1-9-2006 Views: 3524

How do I add or remove Products and Services?
To add, remove or edit products or...

1-9-2006 Views: 2538

I receive an error when attempting to launch DayLite 1.x and DayLite 3 at the same time?
We strongly advise that you only...
(No rating) 1-9-2006 Views: 9714

How can I link objects to one another?
There are many ways to link objects...

1-9-2006 Views: 2001

How can I customize the Toolbar?
From the DayLite menu bar select...
(No rating) 1-9-2006 Views: 1282

How can I display due dates for Tasks, Opportunities or Projects when viewing my Calendar?
-Open the Calendar view -Click...

1-9-2006 Views: 3896

How can I display the Notification window?
From the menu bar select Window...

1-9-2006 Views: 2103

How can I setup the Calendar view to display a shared Calendar for all users in Daylite?
You can achieve this very easily by...

1-9-2006 Views: 5021

Can I access the DayLite 'Find' panel and/or Create a New Task when using another application?
You can designate a hot key to...

1-9-2006 Views: 5247

In my Daily/Weekly calendar views, only a few hours are displayed. How can I expand this view to display more times?
There is a slider bar located...

1-9-2006 Views: 2928

How can I display 'All' information contained from within an object. i.e Contacts, Organizations, Projects etc?
You can achieve this very easy by...

1-9-2006 Views: 5607

How can I Add/Remove Next/Last appointments from the card view in the Contact detail window?
If the Next/Last Activity card view...

1-9-2006 Views: 3884

What if I have the trial version on my computer and then I purchased a copy of DayLite from the a retail facility such at the Apple Store. Do I need to re-install?
No - Simply use the serial and...

12-24-2004 Views: 5988

Is the trial version any different from a purchased version of DayLite?
There is no difference. The trial...

12-24-2004 Views: 5768

Can I get personalized training or assistance?
Yes. You have the following options...

12-24-2004 Views: 1335