Daylite Addons
Information about Daylite Addons from iOSXpert
PluginCenter General
- Do I need a license for each plugin user?
- 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 find out the email address of my PluginCenter account?
- How do I install iOSXpert Plugins in Daylite?
Reports & Lists
- Do I have to buy reports and print templates for each Daylite user?
- How can I use the Report Designer to customize a report?
- How do I store a report template manually in Daylite?
- 🎬 How can I buy or install iOSXpert reports and lists?
- 🎬 How can I customize an iOSXpert report?
- 🎬 How can I use an iOSXpert 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
- 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?
- How do I create a segment in Mailchimp?
- How do I link existing Slack channels in Daylite?
- How do I manage MailChimp lists?
- How do I remove a Slack Channel from a Daylite object?
- I can’t sync a company to Mailchimp, why?
FinanceConnector
- How to use FinanceConnector with Time & Budget
- About QuickBooks Integration
- Can I use Daylite to create invoices?
- How can I view the billing information with FinanceConnector?
- How do I authorize the FinanceConnector in QuickBooks Online?
- How do I configure the FinanceConnector?
Fone&Text
- Can I receive SMS text messages with Fone&Text?
- Can I use Fone&Text on multiple Macs?
- Does Fone&Text also work with my Fritzbox?
- 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?
- Does ProductivityTools export the entire Daylite calendar?
- How can I check resource availability from within an appointment?
Time&Budget
- How do I group times recorded in Daylite with Time&Budget?
- How do I define default thresholds with Time&Budget?
- How do I define individual thresholds with Time&Budget?
- How do Kanban boards work in Daylite?
- How do I convert Daylite notes into expenses with Time&Budget?
- How do I create expenses for resources with Time&Budget?
Web&Map
- 🎬 Can Web&Map update the geo data of my Daylite database in the background?
- How can I search for appointments in Web&Map?
- How do I add an address to an appointment?
- How do I add my own web service for searching with Web&Map?
- How do I add websites to a record with the Web&Map plugin?
- How do I configure which web services are displayed in Web&Map?
WebForms
- Does WebForms perform a duplicate check during import?
- How do I create a Wufoo form?
- How do I integrate Wufoo forms?
- What is WebForms?
- Why does my Wufoo API key become invalid on a regular basis?
- Why is the WebForms action "Create Person" not available?