Daylite Addons
Information about Daylite Addons from iOSXpert
PluginCenter General
- Can I test Daylite Plugins for free?
- What is the iOSXpert PluginCenter?
- How do I install the iOSXpert PluginCenter?
- Why do I need to register for the iOSXpert PluginCenter?
- How do I install iOSXpert Plugins in Daylite?
- How do I uninstall a plugin?
Reports & Lists
- What is the iO Sales Forecast Report?
- 🎬 How can I buy or install iOSXpert reports and lists?
- 🎬 How can I use an iOSXpert report?
- 🎬 How can I customize an iOSXpert print layout?
- 🎬 What is the SalesCockpit?
- Do I have to buy reports and print templates for each Daylite user?
Boards
- How do I automate the Backlog?
- What is the Kanban Method?
- What is Boards?
- What does Boards cost?
- How do I create a board?
- What happens if I delete a board?
DayliteDocs
- About database performance and DayliteDocs
- What is DayliteDocs?
- 🎬 How do I configure DayliteDocs?
- Which document types are supported by Docs2Daylite?
- 🎬 How do I perform a full-text search with DayliteDocs?
- How do I scan documents with DayliteDocs?
Marketing&Chat (formerly EmailMarketing)
- What is Marketing&Chat?
- 🎬 How do I configure the Mailchimp Integration with Daylite?
- 🎬 How do I acquire the Mailchimp API key?
- Can I send mails with the plugin Marketing&Chat?
- How do I create a segment in Mailchimp?
- 🎬 How do I add and synchronize people to a Mailchimp list?
FinanceConnector
- What is the FinanceConnector?
- How do I configure the FinanceConnector?
- Which billing systems are compatible with FinanceConnector?
- What information can be send to an accounting software?
- How do I set up the FinanceConnector for use with sevDesk?
- How do I set up the FinanceConnector for use with totals?
Fone&Text
- How do I label phone numbers to send SMS with Fone&Text from Daylite?
- What is Fone&Text?
- Where can I download Fone&Text?
- Can I use Fone&Text on multiple Macs?
- Which phone or telephone software is compatible with Fone&Text?
- How do I use Fone&Text in conjunction with the telephone app iSoftPhone?
ProductivityTools
- How do I configure the SimpleSign-Daylite integration?
- How do I send an estimate from Daylite using SimpleSign (E-Mail templates)?
- What is SimpleSign?
- Why am I unable to authorize the Daylite Slack Integration?
- Why do I receive the message that I cannot authorize the Daylite Zoom Integration?
- What are the ProductivityTools?
Time&Budget
- Can I track times for my Daylite tasks with timeBro?
- Why can't I see all my Daylite projects in timeBro?
- How do I record times with timeBro and send these to Daylite?
- How do I set up timeBro for time tracking with Daylite?
- What is Time&Budget?
- 🎬 Time&Budget basic configuration
Web&Map
- How do I save a website as a favorite in Web&Map?
- What is Web&Map?
- 🎬 How do I configure the map function of Web&Map?
- 🎬 How can I use web services?
- How do I open websites in Daylite with Web&Map?
- How do I configure which web services are displayed in Web&Map?
WebForms
- What is WebForms?
- 🎬 How do I set up WebForms?
- How do I generate an API key?
- How do I create a Wufoo form?
- 🎬 How do I create a Wufoo contact form for my website?
- How do I integrate Wufoo forms?