Plus Package for Daylite
- What is Plus Package for Daylite?
- 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?
- How do I get the 10% discount on Daylite Business Coaching and consulting services as a Plus Package customer?
- What is iOWeblink?
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 use the search function in boards?
- What are All Tickets?
- What are My Tickets?
- What is the Kanban Method?
- Boards FAQ
DayliteDocs
- What is DayliteDocs?
- What is the OneDrive-integration?
- Does a contextual menu exist for files?
- How can I upload files to Daylite using the Share function?
- How do I use the Share function from within Daylite on files?
- How can I create tasks from within files?
FinanceConnector
- What is the FinanceConnector?
- How do I set up the FinanceConnector for use with easybill?
- 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?
Fone&Text
- What is Fone&Text?
- 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)?
- How do I label phone numbers to send SMS with Fone&Text from Daylite?
iOMailAssistant for Daylite
- What is the iOMailAssistant for Daylite?
- 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?
- Which plugins do I need to make full use of the iOMailAssistant?
- How do I set up iOMailAssistant in Missive?
Marketing&Chat
- What is Marketing&Chat?
- What are Comments in Daylite?
- How do I create a comment on a Daylite object?
- How do I receive a comment on a Daylite object?
- What is the meaning of the different views in My Comments?
- How do I delete a comment?
ProductivityTools
- What are the ProductivityTools?
- What is the difference between the various integrations of the online meeting systems?
- How do I set up the Status Prefixer?
- How can I revoke an estimate from within Daylite in SimpleSign?
- How can I resend an offer with SimpleSign or Dropbox Sign?
- What are RTF and plain text formatting?
Time&Budget
- What is 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?
- Can I track times for my Daylite tasks with Memtime?
- Why can't I see all my Daylite projects in Memtime?
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?
Web&Map
- What is Web&Map?
- What is the LinkedIn-integration?
- How do I adjust the travel time appointments, if the main appointment has been postponed?
- What default settings can I make in the travel time calculation?
- I get an error in the traveltime calculation. What is the reason for this?
- 🎬 How do i use the travel time calculation?