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DM Insights is a Daylite Certified Partner, providing support for the award-winning customer care and business productivity app from Marketcircle. Please contact us for implementation of, and training and support for, Daylite in your business.

An Overview of MailChimp
An Overview of MailChimp

Keeping your clients and prospects up-to-date with what’s going on with your business often involves sending mass email to reach your contacts all in one shot. For various reasons, managing the mailing in your email client isn’t advisable (bounce management and ISP or web host restrictions are two that come to mind); you, like many other businesses, will probably turn to an email service provider like MailChimp to handle your email marketing.

Daylite's Hidden Data Model
members only content

Daylite 4’s data model gives us many of the fields (properties) you need to work with its objects (entities), but doesn’t provide all of them. This is understandable, since there are some that Marketcircle doesn’t want you to touch—to do so could result in catastrophic data loss! However, it becomes necessary from time to time to use those fields to accomplish a particular goal, so knowing what those hidden properties are is extremely helpful.

To find this information, open the Daylite Console and paste in this script:

Using Direct Mail 3 with Daylite

My earlier article, An Overview of Direct Mail 3, introduced e3 Software’s application for creating, managing and delivering email messages to your clients. Although suitable for any business using Macintoshes, it’s especially useful for those that are also using Daylite to care for their clients.

Daylite Status Board Panels
Daylite Status Board Panels
members only content

Last week’s release of Status Board brought a flurry of activity on all fronts as users came up with a bevy of ways to use the iPad dashboard app to consolidate and display disparate sets of data. Within days someone asked about Daylite integration and so—without further ado—I’m pleased to announce the availability of Daylite Status Board Panels!

An Overview of Direct Mail 3
An Overview of Direct Mail 3

Daylite 4 is designed for one-on-one email communications with your clients, but there are plenty of times you’ll want to send out mass mailings to keep your entire client base—or select portions of it—apprised of what you’re doing. For example, you may want to send out a regular newsletter or a brief product or service announcement. Although you can do this within Daylite, there are some limitations which will make using another piece of software much more desirable.

Date Formats in Daylite 4 Reports
members only content

As I was creating a report in Daylite today, I was attempting to format a date and I got some, well, interesting results as I tried different formatting strings. It quickly became clear that Daylite 4 doesn’t use the same NSCalendarDate formats that Billings uses. And as I began to map the symbols myself it appeared that there was overlap between some symbols while some formats seemed to be missing.

Google Calendar
Sharing Your Calendar with Non-Daylite Users

Many Daylite users would like to share their Daylite calendar with non-Daylite users; however, Daylite only provides one mechanism for this: an authenticated, CalDAV feed. But by using a go-between, it’s possible to channel your Daylite calendar to Google and vice versa.

A Daylite Mail Notification
Daylite Mail Notifications
members only content

For a number of years years I’ve used a script to notify me when certain people email me; if the sender of the message is in a specific Address Book group, the script triggers a push notification to my iPhone. Unfortunately, this doesn’t work for Daylite contacts because there are no groups in the Daylite account. So I decided to ask Daylite if the sender is a contact in its database.

Siri, Your Daylite Assistant
Adding Tasks to Daylite Using Siri

An exciting new feature has just been pushed out in Daylite 4.1:

Added support for Tasks through the “Reminders” app in iOS and on Mountain Lion.

What makes this exciting (at least for me) is that it’s now possible to use Siri to add Tasks to Daylite.

Google Calendar
Secondary Google Calendars in Daylite

Daylite 4 allows you to subscribe to external calendars like Google Calendar (although only as read-only), but it only shows the primary calendar for the account. However, there’s a way to subscribe to the secondary calendars directly in iCal/Calendar, which then allows you to subscribe to them in Daylite.

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