Daylite Addons
Information about Daylite Addons from iOSXpert
PluginCenter General
- 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?
- How do I subscribe a plugin plan for Daylite 6 and what does it cost?
Reports & Lists
- 🎬 How can I buy or install iOSXpert reports and lists?
- 🎬 How can I use an iOSXpert report?
- 🎬 How can I customize an iOSXpert report?
- 🎬 What is the SalesCockpit?
- Do I have to buy reports and print templates for each Daylite user?
- How can I use the Report Designer to customize a report?
Boards
- 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?
- How do I work with grouping in Boards?
DayliteDocs
- What is DayliteDocs?
- 🎬 How do I configure DayliteDocs?
- 🎬 How do I perform a full-text search with DayliteDocs?
- How do I scan documents with DayliteDocs?
- How do I add documents to my Daylite database with DayliteDocs?
- About file indexing 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?
- How do I set up the FinanceConnector for use with sevDesk?
- How do I set up the FinanceConnector for use with totals?
- How do I transfer contacts with FinanceConnector?
Fone&Text
- 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?
- How do I use Fone&Text in conjunction with a Starface PBX?
ProductivityTools
- What are the ProductivityTools?
- How do I create email templates with ProductivityTools?
- How do I use a ProductivityTools email template?
- How do I activate or deactivate ProductivityTools e-mail templates?
- How do I create templates with ProductivityTools that incorporate form-, project- and Zoom-data?
- How do I create templates for a meeting invitation with ProductivityTools?
Time&Budget
- What is Time&Budget?
- 🎬 Time&Budget basic configuration
- How do I set permissions in Time&Budget?
- 🎬 How do I manage different hourly rates for categories in Time&Budget?
- How do I store personnel costs in Time&Budget?
- How to track time with Time&Budget based on appointments?
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?
- How do I add my own web service for searching with 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?