Plus Package for Daylite
- My pipeline is not displayed in the correct stage in iOWeblink.
- Is there a way to view all projects that are in shared status?
- Can I change later which data from a project should be shared in iOWeblink?
- How do I know when there is a new comment via iOWeblink?
- How does a third party comment in iOWeblink?
- What does a third party see in iOWeblink?
PluginCenter General
- Can I use DMA and iOSXpert plugins in conjunction with Daylite from the Mac App Store?
- Why is suddenly neither PluginCenter nor any plugin available anymore?
- 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?
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 Sales Cockpit?
- Do I have to buy reports and print templates for each Daylite user?
Boards
- Error message for contact boards if a person has different roles
- What are Contact Boards?
- What is Boards?
- How do I create a board?
- What are global TimeBoards?
- What are Group Boards?
DayliteDocs
- How do I submit a PDF for signature from DayliteDocs?
- How do I use the Dropbox integration in Daylite?
- How do I set up the Dropbox integration with Daylite?
- About database performance and DayliteDocs
- What is DayliteDocs?
- 🎬 How do I configure 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 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?
- What is Fone&Text?
- Where can I download Fone&Text?
ProductivityTools
- What are the ProductivityTools?
- What is the benefit of the DetailEdit Form Section and where can I use it?
- How do I set up the DetailEdit Form Section?
- What is a Role Grouping?
- Can I group people and companies by role in Daylite?
- How do I filter email templates from iOSXpert?
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?