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...

Daylite 5 is here

Today, Marketcircle have launched Daylite 5 – a brand new take on the most powerful CRM tool for Mac. There are great new features such as: • Timeline – allowing you to easily browse your activities • Insight View – a great visual summary of your...

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...

Billings 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...

Schoolboy errors and a solution

Daylite has some really powerful importing tools. One feature is a field called ‘Source Input ID’ that can be used to link objects together, such as linking a contact to an organisation. This acts as a unique identifier so, for example, will automatically...