Daylite Addons
Information about Daylite Addons from iOSXpert
PluginCenter General
- How do I create new contacts in Daylite with the ImportAssistant?
- How do I delete Daylite data GDPR-compliant?
- How do I export Daylite data GDPR-compliant?
- How do I install iOSXpert Plugins in Daylite?
- How do I install the iOSXpert PluginCenter?
- How do I remove the PluginCenter?
Reports & Lists
DayliteDocs
- Why does Daylite crash while DayliteDocs indexes my database?
- 🎬 How do I perform a full-text search with DayliteDocs?
- Is it possible to edit emails and notes in DayliteDocs?
- Are the permissions of the Daylite parent objects (like persons, projects, etc.) passed down to the file attachments?
- Why does it take so long to load when I click on DayliteDocs?
- Why are the filter criteria greyed out and not clickable when I click on "Filter +"?
Marketing&Chat (formerly EmailMarketing)
- Can I send mails with the plugin Marketing&Chat?
- I can’t sync a company to Mailchimp, why?
- The sync shows error messages in the log and the contact is not being transferred to Mailchimp. Why is that?
- What are merge tags in Mailchimp?
- What happens when someone unsubscribes from a newsletter?
- What is Slack and how can I log in?
FinanceConnector
- How to use FinanceConnector with Time & Budget
- About QuickBooks Integration
- How can I view the billing information with FinanceConnector?
- How do I authorize the FinanceConnector in QuickBooks Online?
- How do I configure the FinanceConnector?
- How do I setup the FinanceConnector for use with QuickBooks?
Fone&Text
- Can I receive SMS text messages with Fone&Text?
- Can I use Fone&Text on multiple Macs?
- Fone&Text Basic Settings
- How can I use Skype in conjunction with Fone&Text?
- How do I connect Fone&Text with Phone Amego?
- How do I initiate a call from within Daylite using Fone&Text?
ProductivityTools
- About Acuity Scheduling - Online Appointment Booking System
- Can I convert a note into a task in Daylite?
- Does ProductivityTools also export appointments created through an external invitation?
- Does ProductivityTools export private appointments?
- How can I check resource availability from within an appointment?
- How can I reschedule a Zoom meeting within Daylite?
Time&Budget
- Beta: Kanban boards in Daylite
- Expenses for Resources
- How to Track Time with Time&Budget based on Tasks?
- How to track time with Time&Budget based on appointments?
- Why doesn't Time&Budget show any activities in the reports?
- How do I work with financial project budgets in Time&Budget?
Web&Map
- 🎬 Can Web&Map update the geo data of my Daylite contacts in the background?
- How do I add my own web service for searching with Web&Map?
- How do I configure which web services are displayed in Web&Map?
- How do I store and open a specific URL in Daylite using Web&Map?
- How do I switch to 3D-view? / Can I use trackpad gestures?
- Web&Map basic configuration