Lgo Merlin World Tour
This Autumn our popular Merlin classroom course will be having it’s first ever mini world tour across two continents. North America Toronto, Canada – October 1st & 2nd First we’ll be running a Managing Projects with Merlin Training in association with TechPal in Toronto Canada. More details and bookings are available on the TechPal website. United Kingdom London – October 9th&10th After that we’re coming back home to the UK to run our next London training. There’s been lots of interest in this one,...
read moreOur 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...
read moreBillings 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...
read moreBillings 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...
read moreBillings Pro Project Numberer
Want to be able to easily search for, organise or differentiate between projects in Billings Pro? How about giving each project a unique number? That way you just have to search for the numbers, active projects are sorted in numerical order and you can differentiate between similar projects. It would be difficult though – wouldn’t it? You’d have to look up the next number whenever you create the project, right? Wrong! We have a tool to do this for you. We store a completed project in Billings Pro and use an extra field to store a...
read moreAutomatic CSV Import into Billings Pro
A lot of companies for various reasons want to input data from CSV files into Billings Pro as time slips. This might be what freelancers have submitted for their time, or an output from a Google calendar. One company contacted us as the last time they did this they spent 9 hours inputting just one months worth of slips. We thought we could help. We designed a script that when run would automatically import a CSV file. At the touch of a button 9 months work becomes 5 seconds! Saving time means you can work on more important things and make...
read morePublic Merlin Training – May 2012
We are pleased to announce our new public Merlin training schedule. We have set a date for May and are currently looking at dates for June and July. Dates available at http://www.lgo.co.uk/merlin/trainingcourses. Our Managing Projects with Merlin course is running in London on May 2nd-3rd 2012. The course runs over two days and is designed to get you working in Merlin more confidently and efficiently. By the end of the course you will be able to take a project through from planning to completion, using the tools in Merlin to track time,...
read moreSchoolboy errors and a solution
Daylite has a Now Contact importer - but be careful if you use it to import from more that one file into your Daylite database.
read moreMerlinDaylite Link Updated
Our first blog post and a tool update - MerlinDaylite Link 1.3!
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