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Knowing when to use CardDAV and CalDAV

February 10, 2014 on 9:41 am | kholden

Once you have imported your contacts and calendars into Daylite, the main benefit of using CardDav and CalDAV is to extend the functionality. By setting up shared contacts using CardDAV, or shared calendars using CalDAV, you are able to share information back and forth. You can access your contacts and appointments in Daylite right on your iPhone or iPad in the Contacts and Calendar apps, as well as the reverse, access your contacts and appointments added to your iPhone or iPad in Daylite. However, setting up shared contacts and calendar is not necessary if you are always adding contacts and appointments directly into Daylite on your Mac, iPhone or iPad. Here are some reasons why you may want to setup contact and calendar sharing.

Scanning business cards into Daylite

When you set up shared contacts, you’re able to automatically have a list of contacts from Daylite on your iPhone or iPad. This is great for if you’re using a business card scanning app and want to automatically go from business card to having that contact in Daylite. If you already have shared contacts set up and have set the default of your address book to Daylite, then you can scan the business card, which adds the contact to the default group in your address book, and the information is automatically sent to the Daylite Server Admin application. These can be shared as a Smart List in Daylite so you can easily find who has recently been added to your Daylite database. From there you’re able to link any notes, e-mails, tasks, appointments or more to the contact. Thus, giving you a rich history with this contact. This workflow of linking all your appointments, notes, e-mails, etc. to your contacts allows you to go from having a simple name and contact info of a person or company to gaining a full story with a person.

Appointments from Fantastical to Daylite

A similar workflow of sharing information can be established using CalDAV. With the use of add-ons that support CalDAV, like Fantastical , when you add an event/meeting to your iPhone or iPad, the appointment is sent to the Daylite Server Admin. Fantastical allows you the flexibility of ‘speaking’ in your own language to add an appointment, by setting Daylite as the default Calendar, new appointments can be added into Daylite using Fantastical. Again, this gives you the functionality of linking people, notes or e-mails to your appointments so you can store and access all this information using Daylite on your Mac, iPhone or iPad.

Read this for more info about Autodetection on the Mac.


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Billings Pro makes Top 50 Business Apps!

February 5, 2014 on 2:10 pm | kholden

We’re thrilled to see that Billings Pro ranked #12 on iBusiness Magazine‘s Top 50 Business Apps list!

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No internet connection? No problem!

February 3, 2014 on 7:32 am | kholden

Hopefully you don’t experience this often…but I’d be willing to bet that about everyone has had to deal with their internet being down or a lost connection. You don’t really realize how dependent you are on something until it’s no longer there. The internet being a prime example. Technology continues to take leaps in advancing, but what happens when the main thread that holds it all together untangles? I’ll give you a little insight. You go slightly insane. Perhaps throw some things, yell a few words out that you hope your children won’t repeat. You get downright mad. Why? Because we’re so reliant on it. Things like checking your e-mail or being able to look up something in Google suddenly becomes impossible and you develop a whole new appreciation for everything that can be done via the web.

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What you can still accomplish

It’s times like these…(we learn to love again) and start looking around blankly trying to think of things that we actually CAN do without the internet. We can still interact with other coworkers (that meeting you weren’t looking forward to may still happen). We can still use the phones, and we can still use native apps like Daylite and Billings Pro! Being able to work offline with Daylite and Billings Pro is a huge lifesaver when you don’t have an internet connection. You may not be able to check your e-mail but you can still review past e-mails stored in Daylite Mail Assistant before calling a client. While working on a project for a client you can still track your time or get admin work done like adding expenses in Billings Pro. This is all possible because both Billings Pro and Daylite store your information locally on your Mac.

Fear not my friends!

When life gives you lemons, make lemonade. When life takes away your internet (hopefully only temporarily), continue to get work done with native mac apps. Maybe you’ll be inspired to take some time and have a closer look through your “Not Done” tasks in Daylite and actually get started on a few of those. If you follow David Allen’s ‘Getting Things Done’ methodology, you may have adopted the habit of categorizing your tasks as “@home”. “@phone”, “@offline”, etc. This way you can prioritize what you are able to accomplish in the present moment given your current resources. Don’t have a Wifi connection but your phone is still working? Sift through your “@phone” tasks and fire through all those people you’ve put off calling.

We may live in a time where we’re heavily dependent on the internet, but there are still many things that can and need to be done offline.

Check out this cool video that our partners at iOSXpert made that explain how Daylite works offline.

 


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Daylite Training Classes in London

January 29, 2014 on 9:00 am | kholden

Our partners at JG Consulting will be leading public Daylite training classes in central London.
These one-day training courses are aimed at people that have little or no Daylite experience.daylite-training-jgconsulting

Course outline includes:

  • Daylite Concepts
  • Scheduling Appointments
  • Managing Opportunities
  • Smartlists & Filtering
  • Merging Documents and much more!

The course will be held at The Hubworking Centre in Grosvenor Gardens, London SW1.

Course dates:

  • 5th February, 2014
  • 11th June 2014

For more information about these courses or how to register, visit JG Consulting’s website.

 


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Importance of a professional image

January 22, 2014 on 10:42 am | kholden

first-impression-helloMaking a good first impression can play a big role in bringing in new business. Would you rather trust doing business with someone who is well dressed and looks well put together, or someone who looks like they got dressed in the dark and didn’t even bother to brush their hair in the morning? When you look professional and organized, people assume you ARE professional and organized. When you meet a new client, their impression of you will play a factor in their initial trust and motivation to do business with you. I’m sure many of us remember our parents harping on us before going to our first job interview. Make sure you clean your shoes, dress professional, shake their hand, smile, make eye contact! All these things are how people immediately asses you whether it is done subconsciously or intentionally.

This idea of making a good first visual impression is more than just your physical appearance. You make choices based on visual appearances daily without even noticing it. What product you choose can be swayed by the type of packaging that you find more visually appealing. Even the websites you visit can sway you into purchasing by their visual appearance. When you visit a company’s website, you’re immediately creating an image in your mind about the company based on the visuals you see on their website. Does it appear cluttered and overwhelming with colour? Or does it look clean, organized, consistent and professional? Every visual thing you look at creates an impression.

When starting business with new clients or potential clients, your invoicing and/or estimates also have a visual impression. Many customers use Billings Pro not only for its ease of use, but also because the invoices are visually pleasing and reflect their professionalism. They can even customize their invoices to reinforce their own design and brand. Visual representation is key for defining and maintaining your business’s identity. This is especially true for small businesses that are offering a creative or visual service. For Creative Director of Apexx Global, Kayla Nezon, sending an aesthetically pleasing quote or invoice to a client is important in maintaining her professionalism.

“As a graphic designer, the aesthetic appearance of an invoice is important in order to make a good impression with clients.”

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Billings Pro allows you to establish a professional impression with your clients when you send them an estimate or an invoice. In additional to sending an invoice that looks as professional as you, Billings Pro helps to keep your accounts organized.

 


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Industry Pack for Consulting is here

January 21, 2014 on 9:00 am | kholden

We’re happy to announce our newest Industry Pack we’ve added to the collection- Consulting! While consulting covers a broad range of services, the main goal is the same…helping clients. We’ve worked with consultants in numerous fields to put together this Industry Pack. Included in the Industry Pack is a file that customizes your Daylite preferences such as categories and pipeline stages specific to consultants.

consulting-categories-small

We’ve also included forms that you can use for initial client meetings and for evaluating completed client projects. The Industry Pack for Consulting contains two pipelines. A consulting pipeline geared to help guide the process of obtaining new business and a pipeline for tracking the progress of client projects.

Consulting-pipeline-small

In addition the downloadable file, we’ve created a workflow page where consultants can learn an effective flow and use of Daylite’s features.

Visit our Download Instructions Page to download the Consulting Pack and read these workflow instructions to learn how to implement each Daylite feature.

We are continuing to work on new Industry Packs so stay tuned for more! If you’re interested in helping us to create an Industry Pack for your industry please e-mail us at info@marketcircle.com

 


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The benefits of going paperless

January 13, 2014 on 8:52 am | kholden

With technology advancing and a generation with a hunger for speed and convenience, it’s becoming more and more necessary for businesses to migrate to a paperless environment. While it’s true that some physical documents are mandatory in certain business, the goal to decrease paper and waste is becoming more important for companies. This is becoming more attainable with the help of apps like Daylite for managing your business and Billings Pro to manage your invoices. By having a paperless business, you’re able to limit the cost spent on printing, save time searching for things, and take a step towards improving the environment.

paperless-mac

Basic printers today are becoming more and more affordable, but the cost of printing materials is still an added cost to your business. Eliminating or reducing expenses is just plain common sense. By having everything you need for your business including contact information, contracts, e-mail correspondence, invoices, and other documents in one application, you’re able to eliminate the need for printing. This saves you money. It also saves you a lot of space. I mean think about it… would you rather have a file cabinet or a massage chair in your office because your files are all electronically stored on your Mac? I think the answer is obvious.

In addition to saving money by being paperless, think of all the time you’ll save by not having to file away documents or spend time looking for them. And let’s be honest, we’re only human, we make mistakes like filing paperwork which adds to the time spent searching. In Daylite, you can find a copy of an e-mail, a form, or a document in seconds with the global search key. You just type in what you’re looking for and Daylite finds it for you. Everything is organized in one easy to find place. Our customer Jeff Rosengarden from erpDevelopers described this as “having a room full of papers and saying ‘Document ABC stand up!’ ” With Billings Pro, looking for an invoice or an estimate is just as easy and is much more time efficient than looking through files for outstanding invoices.

paperwork-piles

enviro-paperless-billingOn top of saving your business time and money and even making life less stressful for yourself, you can trust that by using Daylite and/or Billings Pro, you’re making a positive difference on the environment. One of our Daylite customers had this written below her signature, “Studies prove that trees live longer when you don’t chop them down. Please don’t print this e-mail unless you need to.” Now I don’t know the exact number of trees that are cut down each year that end up becoming printed e-mails, but I think it’s safe to say that the less paper you print, the more trees you’re saving.

So whether you’re trying to save a buck here or there, or just trying to make your assistant’s life easier by not having to archive stacks of paperwork, it’s clear that being paperless is better. Unless you really get a kick out of sifting through files beyond files of paperwork for a misplaced document, you will enjoy saving yourself time, money, and headaches by using Daylite and Billings Pro.


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New Years resolutions for your small business

January 6, 2014 on 10:00 am | kholden

After the turkey coma and sugar rush of the holidays wears off, it’s time to get ramped up and start thinking towards the future for your small business. Get excited about the New year by thinking about what goals you want to set for 2014. Making New Years resolutions for your business is just as important as setting personal goals for yourself. In order to accomplish a goal, you need to first define what your goals are. Yogi Berra once said:

“If you don’t know where you are going, you’ll end up someplace else.”

blank list of resolutions on blackboardAs a small business owner, it is crucial to plan for your business. If you want your business to be successful, you need to define your goals and create a map on how to get there. I don’t mean literally drawing a treasure map that leads to your business’s financial success…although if you’re a visual person it probably wouldn’t hurt to have as a reminder! What I do mean is creating a mental map for success. How can you improve your business? Where would you like to see your business in the next year, 5 years, or 10 years? What are your plans for growth? I think it’s safe to say that at the root of most goals for small businesses will be to increase profits. Take that goal and break it down further into a workable plan. To increase profit you need to either increase revenue or decrease expenses. Maybe your goal is to increase your efficiencies so you can get more done in a smaller amount of time which will save you money. Perhaps you want to be more organized which will also lead to saving you time and money.

Billings Pro can help you keep your finances organized and also helps you to save money by cutting down on your estimate and invoicing time. Marshall Merritt from Digital Inc Group stated that they were able to “cut monthly expenses by nearly 30%” with Billings Pro. Create professional invoices quickly and easily, and keep track of your accounts.

To increase your efficiencies, work on establishing effective workflows that limit wasted time or repeat work. Daylite helps to improve your workflow by giving you one organized place for every component of your business. Daylite gives you one organized place for very component of your business to help improve your workflows. From customized pipeline stages to track your success, to individual tasks on your worklist, Daylite keeps you focus on accomplishing each detail. This allows you to carry out your plan for success so you can get closer to reaching your goals.

Use the tools that help you achieve the goals for your small business. Establish efficient workflows and get organized so you can save  time and save your small business money in the long run. PLAN successfully so you can ACHIEVE success this year!


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Boost your productivity with positive thoughts

December 30, 2013 on 9:09 am | kholden

Thinking positively is beneficial to building relationships, improving communication and making life generally more enjoyable. But did you ever think that positive thinking could improve your productivity and and help you build skills? An Article on Lifehacker by James Clear titled The Science of Positive Thinking: How Positive Thoughts Build Skills, Boost Health, and Improve Work suggests with evidence that this is true.

think, do, be positive

Focus on a time when you were in a really good mood and feeling very positive. You probably noticed that you felt more energetic about what you had to do that day, communicating with people flowed easily and you were more open to new ideas. Now think about a time when you were in a bad mood or a negative mindset. Things probably seemed more difficult than normal, communicating with people was frustrating, and you felt more resistance towards having to do something a different way.

James Clear explains that the reason things seem easier when we’re thinking positively is because “positive emotions broaden your sense of possibility and open your mind up to more options.” He also explains that negative thoughts effect us ”by shutting off the outside world and limiting the options you see around you.” As a result, positive and negative thoughts have on people, positive thinking helps to build skills like problem solving, while negative thinking stumps us from learning or growing.positive_thinking[1]

In order to be successful in life, especially in business, it’s important to be positive in order to be a good leader. tA positive mentality helps you develop new ideas, solve issues, and manage other people. When you’re happy, work doesn’t seem so much like work. Time goes by faster, and things become easier as you’re more open to taking on new challenges.

Become more productive and efficient by making the conscious decision to think positively. Your tasks and projects will seem easier, get done faster, and you’ll feel more energetic going about your day. And remember to smile, people notice. :)