CLOUDGet the best of both worlds
Now you have the option to use Daylite with our Cloud service for seamless syncing, storage, and user management on a subscription plan. You get all the benefits of working with a real Mac app, with the convenience of the cloud. Or you can manage Daylite Server on your own computer on a license basis. You decide what's best for your business.
"Syncs reliably. Works perfectly. Works quickly! The magic just happens in the background."
- Eriq, Eriq Chang Studio
BETTER TASK MANAGEMENTFlexible Task Lists
Group your tasks into lists by whatever way you want. When working with tasks in a project or opportunity, you can sort them into separate lists that make it easy to group and prioritize what you have to do. Just drag and drop to re-order. You can even take your task lists with you on your iPhone and iPad to rearrange or add new tasks to a list on the go.
Quickly sort your to-dos by team member, Category, or by Keyword with the new Smart Filter bar. You can use this whether you’re viewing to-dos within a Project, Opportunity, or a general Task list. Any Keywords used to tag the tasks will appear next to the filter bar so you can simply click on a Keyword to apply a filter.
Tasks have a brand new look. Now all the details of a task appear to the right, the same way contact details appear. Tasks are always in edit mode so you can quickly adjust a due date or add in extra details as you move through a list of tasks. Jump right to the details of a task by hitting the tab key as you move through your list.
Watch the new task management features in action.
EASIER SCHEDULINGCalendar Year View
Get an overview of your schedule for the whole year. The Year View Calendar is colour coded so you can see at-a-glance what days are busy. Days with nothing scheduled appear white, sort-of busy days are yellow, and really busy days are red. Select a day to see a list of tasks, appointments, and projects on that day. Double click to open the day and get a closer look.
Check your schedule from the Daylite sidebar while working in another area of the app. Spreading out your tasks? Flip through months on your calendar in the sidebar while you prioritize your tasks or projects. Move around tasks and appointments by dragging and dropping them onto the Mini Calendar. No matter where you are in the app you can jump to a specific date just by double clicking on a date in the Mini Calendar.
Watch the new Year View and Mini Calendar in action.
PRODUCTIVITY QUICK TRICKSMore Informative Pipelines
Quickly see how much work for each Pipeline stage has been completed. Pipelines now have a blue progress bar that fills up as tasks in the stage are checked off. And if any of the tasks in a stage are overdue, part of the progress bar will appear red to alert you so you know where to focus your attention.
Get a quick summary of your projects & opportunities with the Details & Activity tab and the Tasks & Pipeline tab. The Details & Activity tab tells you the status of the opportunity or project, and how many days left until it's due. The Tasks & Pipeline tab tells you how many to-dos are remaining and highlights any overdue tasks in red. This way you can get a quick update on what’s left as you scroll through your opportunities and projects.
Your Mac and iPhone just got closer. Looking through your Daylite contacts on your Mac and need to make a call? No need to do extra work by searching through your contacts on your iPhone. Initiate a call or FaceTime right from your Mac.
Pull info from Daylite into Pages, Keynote, or Numbers. Want to pull info from Daylite while you create your own report in Numbers? Pull info such as customer details or task due dates from Daylite right into these applications using merge keys.
Thinking of taking a road trip to visit some clients? Click on any address from a contact detail to quickly open it in Maps. See where your clients are and easily pull up directions to get there.
Add new linked items faster to Contacts, Projects, and Opportunities. We’ve brought the options to add a new task, a new appointment, and more right to the top of the Activity window. In one click you can create a new follow-up task for a lead or add a new file to a Project. This also makes it easier for people on your team that are new to Daylite to intuitively link things together.
Link files and references to multiple items in Daylite. Have a Dropbox URL you need to link to both a Project and a Contact? No problem. Link it to as many items as you need.
Add more details to your tasks and appointments within Activity Sets. Set the type of task or appointment and a specific location if you need. Add in additional details to give yourself or a teammate added clarity. Set the priority and even add the time for each task in an Activity Set.
Bulk Edit Preferences
Edit multiple items in your Daylite preferences all at once. Cleaning up your Categories or Keywords? Select multiple Categories or Keywords to delete all at once. Or select a bunch of Categories to add a new item that they’re applied to.
Say "Hello" to the new, cleaner look of Daylite. We’ve visually refined Daylite so it’s more elegant than ever. Touches of colour have been added to help separate your information such as dates within the Activity View and section headers on the Home Screen for Due Today, Worklist, etc. Font sizes have been slightly plumped to make it easier to read as well as a few other refinements including Notes and Emails.
NEW ON IPHONE & IPAD
Filter your Contacts, Projects, and Opportunities on your iPhone and iPad. Filter your Projects or Opportunities by Category, Keyword, or status. Filter your Contacts by Category, Keyword, first name or last name. You can then switch tabs within this filtered list to view your Contacts by either People or Companies.
Need to create another Keyword for a new contact while you’re on the go? Now you can edit and add new Keywords, Categories, Roles, and Relationships to Daylite from your iPhone or iPad. You can control who has permission to change these settings from your Daylite Mac preferences.
ADAM, LIQUID REALITY
Navigate through your contact history more easily. However over the Timeline to scan through specific dates. Click on any date in the Timeline to jump to that point in time and view emails, calls, notes, and more with a contact. Notches on the Timeline allow you to quickly pick out points in time that are heavy with interactions.
So fresh and so clean. Daylite has been refined for iOS 7. This clean, crisp look makes your business info stand out more so assessing your day is even easier.
Now you can update a client record in Daylite without having to leave your Mail window. You can edit appoint details, add a keyword to a client, or update their phone number from an email right in Daylite Mail Assistant.
For tasks that you need to do regularly like remembering to send out a tweet every week or doing payroll, you can set to repeat instead of having to re-create the task each time.
Advanced Filtering Options
Want to check what new prospects don’t have a follow up task linked to them? Or see what clients you don’t have a phone number for? Now you can filter for fields that are “non existent”. This helps you keep an eye on things info you may be missing out on.
Smart List Folders
If you’re the kind of person that loves with Smart Lists, you’ll love the ability to organize Smart Lists into folders.
We’ve created an Industry Pack for Real Estate to help real estate agents and brokers learn how to leverage Daylite. The Industry Pack for Real Estate contains a workflow guide that explains how both residential and commercial real estate agents can use each Daylite feature along with some productivity tips. Also included in the pack is a preset file. When you download this preset file and drag it onto your Daylite database, it adds some customizations to Daylite that are specifically for real estate agents such as pipelines and steps for tracking a sale right up to the close date.