Plus Package for Daylite
- What is Plus Package for Daylite?
- What are Dashboards in Daylite?
- What is the Plus Package for Daylite and how to subscribe to it?
- Which plugins are included in Plus Package for Daylite?
- How do I subscribe to Plus Package for Daylite?
- How do I subscribe to Plus Package for Daylite if I already have an existing plugin subscription?
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 print layout?
- 🎬 What is the Sales Cockpit?
- What is the iO Sales Forecast Report?
- Do I have to buy reports and print templates for each Daylite user?
Boards
- What is Boards?
- How do I manage contacts linked to projects and opportunities using ContactBoards?
- How do I keep track of my projects and opportunities with iOPipelines?
- What are TimeBoards?
- How to manage tasks using Boards?
- How do I use the search function in boards?
DayliteDocs
- What is DayliteDocs?
- How to manage files in Daylite using DayliteDocs?
- What is the Dropbox integration in Daylite?
- What is the OneDrive-integration?
- Does a contextual menu exist for files?
- How can I upload files to Daylite using the Share function?
FinanceConnector
- What is the FinanceConnector?
- How do I integrate different accounting systems with the FinanceConnector in Daylite?
- How do I use the plugin FinanceConnector with compatible invoicing systems in Daylite?
- How do I set up the FinanceConnector for use with easybill?
- How do I configure the FinanceConnector?
- Which billing systems are compatible with FinanceConnector?
Fone&Text
- What is Fone&Text?
- How can I use telephony and SMS with the Fone&Text plugin in Daylite?
- How do I set up ZoomPhone in Fone&Text?
- How do I use Share Sheets in Daylite?
- How do I add the inbound or outbound phone number to the call log?
- How do I connect Fone&Text with iLink direct (Yealink & SNOM IP phones)?
iOMailAssistant for Daylite
- What is the iOMailAssistant for Daylite?
- What is the iOMailAssistant?
- How do I use iOMailAssistant with Missive?
- Can I set permissions for emails with the iOMailAssistant?
- Which features do the different mail programs offer in combination with Daylite?
- How do I license the iOMailAssistant?
Marketing&Chat
- What is Marketing&Chat?
- What is the ChatMate for WhatsApp integration in Daylite?
- What is the Mailchimp integration?
- What is the Slack integration in Daylite?
- What are Comments in Daylite?
- How do I create a comment on a Daylite object?
ProductivityTools
- What are the ProductivityTools?
- How do I set up a vacation or sick leave replacement in Daylite?
- How do I share Daylite calendars with external people?
- How do I use email templates and email chains in Daylite?
- How do I use the Webex-integration in Daylite?
- How do I use Microsoft Teams integration with Daylite?
Time&Budget
- What is Time&Budget?
- How do I use Time&Budget as a controlling and billing tool in Daylite?
- How do I record times using the Memtime integration in Time&Budget?
- What does the red warning triangle next to the category stand for?
- How do I use My Time Registration in the Copilot?
- Why do I receive a message in Time&Budget that the smart list cannot be processed?
WebForms
- What is WebForms?
- How do I use the form service Wufoo using the plugin WebForms with Daylite?
- 🎬 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?
Web&Map
- What is Web&Map?
- How do I use the travel time calculation using the plugin Web&Map in Daylite?
- How do I use the web features in Web&Map?
- How do I use the map features in Web&Map?
- What is the LinkedIn-integration?
- What happens, if travel time appointments are postponed manually?