Daylite Chapter 70

Daylite is a comprehensive, streamlined CRM that runs on Mac and iPhone/iPad only.



  Daylite Plugin

Daylite Plugin provides a starting point for custom connections to Daylite.app CRM.

Daylite Plugin needs a current version of Big Business Open or Built Edition and is helped by having a list of connections you would like to make such as adding Contacts.



  Daylite Alert

Daylite Plugin will respond with an Alert if there are any problems with an operation.



  Daylite Mapping

Daylite Mapping lets you change the data that is shared from BigBusiness to Daylite.



  Daylite Quote

Daylite Quote to Opportunity lets you choose Automatic or a Mapping of your own.



  Daylite Contact

Daylite Contact to Person lets you choose Automatic or a Mapping of your own.



  Daylite Products

Daylite Products are secondary and not connected. See Products in Daylite Settings.



  Daylite Button

Daylite Button appears on Contact dialog and lets you add a Contact in Daylite.

This button appears with Daylite Plugin enabled and Allow Cloud Services set On.

Click the Daytlite button to create a new Contact in Daylite or open in a browser. Daylite ID can be used on Contacts search to find contacts and automate processes.



  Daylite Trial

To try out the Daylite Plugin go to Company card, Upgrade, Daylite, and click Trial.



  Daylite Registering

To register Daylite Plugin go to Company card, click Upgrade, click Daylite and enter.

Your subscripiton includes registration and unlimimted help to set up and customize.