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...

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...