Blog

When things go wrong in Daylite we can help

So, you’ve imported data into Daylite, but there was an error in the CSV file which results in each email address allocated to the wrong contact name… disaster! What do you do?This happened to a client of ours. They had collected data at a trade show to use for marketing purposes, and collated it into one spreadsheet. They then imported the data into Daylite, but hadn’t noticed that  the column of email addresses had accidentally been shifted up one row. The email addresses therefore did not match the rest of the contact information in each row and so, when imported into Daylite, the email addresses were allocated to the incorrect contacts. This import contained several hundred contacts – some of which were already in the database, so overwrote the previous information. This error was noticed a week after the import, so if they rolled their database back to how it was before the import, they would have lost a week’s worth of data. They came to us for help and we had a better solution. We worked with them to correct the data and produced a script to correctly match each contact with their correct details. With some creative thinking, we managed to avert disaster, and no data was lost. If you experience any problems with Daylite or your data, contact us – we can...

Daylite Automated Scripts

We were contacted by a company a few weeks ago who had recently started using Daylite. They loved the product and its capabilities but had found one drawback – their workers. Let me explain: With people only being human they were occasionally missing steps in their workflow and then things were not being tracked. They asked could we help ensure their workers never missed these steps in future. As only robots don’t make mistakes, we knew we had to think about it. Not having advanced skills in robotics (and robots are no good for a chat over a coffee break anyway) we decided we’d better just help them do these steps as seamlessly as possible instead of replacing them with machines completely (that never ends well in the films either). So what did we do? We produced a script that solved the issue. But someone needs to run the script we hear you say? Not if we automate it! We’ve done a lot of scripts for Daylite in the past. Project numberers, auto assigners, auto pipeline progression, or automatically applying activity sets. But all of these required someone to physically run the script. So if that person forgets, is too busy or off sick then the script does not get run and things fall behind. Things get missed and money and time might be lost. We can now fully automate scripts on your Daylite Server machine. We schedule them to run as often as needed. That way your projects would automatically be numbered, people get automatically assigned to the correct tasks or projects, pipelines are automatically begun, activity sets...

Thinking of starting up your own business? We can help

The BBC has reported this week that, according to the latest estimates by the Office for National Statistics, the number of people out of work in the UK fell by 125,000 to 2.34 million between October and December. What’s interesting is figures also show the number of self-employed workers has increased by 172,000 to 4.37 million. If starting up your own company is something you are considering, one thing you must think about is the need for modern software tools to assist you with the day-to-day running of the business. With an array of software to choose from, this can be a daunting task. How LgoKnowledge can help LgoKnowledge have helped many new, as well as established, businesses implement such software into their workplace, enabling them to keep record of their customers; deliver projects; and keep a close eye on their finances. The software we recommend to carry out these tasks are Daylite, Merlin and MoneyWorks. They can help you manage your business on your Mac, and even on the move using an iPad or phone! What Lgo do Our aim at Lgo is to ensure you are confident in using this software and that it’s used to its full potential. We can work with you from the start. We can setup the new software and train you and your staff on how to use it efficiently. We are also able to customise the software, with reports and plugins, to meet your individual requirements. Once you are up and running, we offer continued support though our assistance plans or we can help you on an ad-hoc basis. So, whether...

Congratulations to Gareth Watson, our CEO, on his new Scouting role

Gareth has been appointed as Chief Commissioner of Scouts Wales. He will be working together with another manager to share the role. Together, they will be leading the organisation of 15,000 young people and 3,200 adult volunteers in the delivery of the strategic vision for 2018. What’s even more exciting is that they are the youngest senior volunteer team to be appointed in the history of the movement! Gareth commented, “Scouting in Wales is growing fast. It is more fun and adventurous than ever before and young people can gain so much from Scouting which helps them with everyday life, school, jobs and friendships.”...

Merlin 2 & Billings Pro

A very popular feature in Merlin 2 was the built in script that allowed you to data to Billings, allowing you to plan your project and then directly bill your clients. Unfortunately there was never a version produced to connect to Billings Pro. Until now that is. With Marketcircle ending support for Billings and focusing attention on Billings Pro, we decided to look at how to make the transition easier for customers who were still using Billings – and we decided that a major workflow change such as not being able to directly bill your clients from Merlin could be quite off putting and inconvenient. So we decided to change that. We have updated the script in Merlin so that it now works with Billings Pro. And best of all: it’s free! All we ask if you fill in a form and we will email you the link to download. It would be nice if you can Tweet about us or share on Facebook too (the handy buttons can be found on the page). Get it...

MerlinDayliteLink Version 2.1 Now available

We’ve just released a new update for our popular tool the MerlinDayliteLink.   The MerlinDayliteLink combines the power of Merlin (Project Management tool for Mac) with Daylite (CRM tool for Mac) to allow you to save time and money when managing your projects. New in version 2.1: The ability to use a Merlin additional field to add items to Daylite project pipelines. For more information on the MerlinDayliteLink, to purchase or download the trial, please visit...

Our Daylite & Billings Pro Numbering Tool

One of our most popular custom tools for Daylite and Billings Pro is our Project Numberer. It allows you to create a unique number for each project or opportunity. It’s quite a neat little tool, but it wasn’t without a few little snags. Firstly, there was a risk of duplicate numbers when using it on offline databases. Billings Pro and Daylite databases are stored locally and synch with a server every few minutes. If two users create projects between synchs, the project numbers may get duplicated. Not very much of a problem if you’ve just got one or two users, but the more users the bigger the risk. Some companies were happy to live with this, some were concerned and found it non workable. So we scratched our heads, had a think and came up with a solution. When you apply the project numberer, Daylite or Billings Pro performs a synch, updates the project number and then performs another synch. The process is extended by a few seconds, but it really reduces the risks of duplications to practically nothing. Next problem. It works with Daylite 3 and Billings Pro – what about Daylite 4? It works with Daylite 4 – and we think we are one of the first Daylite experts in the world to come up with a custom tool for the new version of Daylite. What about iPhone and iPad? If you spend a lot of time on Daylite Touch creating projects, do you then have to apply project numbers to them all when you get to the office? Well you did, but now we’ve found a...

Billings Pro Hints & Tips – Scripts Menu

Custom tools for Billings Pro are great, but there is one thing about them that’s annoying – you normally have to leave or minimise Billings Pro to use them (as most people keep them on their desktop). We’ll we’ve just discovered a more convenient way. You can run your script from the right handside of the Mac menu bar. Here’s how: Open Applications -> Utilities -> Apple Script editor Then go to Apple Script editor menu -> Preferences Check Show script menu in Menu bar Uncheck show computer scripts The menu items appears Choose Open Scripts Folder-> Open Users Scripts Folder Create a folder called Billings Pro Save the script there – this way you never need leave Biliings Pro to run the script. How when you want to use a Billings Pro tool just click on the icon that looks like an unfurled scroll on the right hand side of the menu bar, select Billings Pro and your tool will be...

Billings Pro Markup Tool

This was a request from a client who originally wanted a feature in an invoice. They wanted us to automatically add 5% onto all slips on the invoice to cover project expenses. Pretty easy to do, but as we told them there would be one problem – the totals in Billings Pro would not match up with what was paid which could be confusing and would be a bad working practice. So we thought it would be better if you could automatically take all of the project slips, calculate 5% and add a new slip reflecting this expenses – so that’s what we made! You run the script, it takes the slips (say they total £1000), and then adds an expense slip of £50 that you can then invoice. Your invoice now matches what Billings Pro says and there’s no confusion about how much clients should have paid. We’ll be doing a full case study on this later, so keep an eye out for...