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...
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 number. You then just run a script. The script...
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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