Connect with us!
Phone  Email  Twitter  LinkedIn  Feed


DM Insights is a Daylite Certified Expert, 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.

Scanning Business Cards for Daylite

I get asked occasionally about the best way to import business cards into Daylite; those that ask are usually accumulating dozens at tradeshows, conferences, and networking events, and have a need to add contacts quickly and accurately.

Uninstalling Daylite 5

If you find it necessary to uninstall Daylite 5, either a single component or all of them, the instructions on are a good start, but there will be some files and folders left behind.

Syncing Your Daylite Calendar to Google

One of the most-oft requested features for Daylite has been the ability to sync events to Google Calendar. While it’s still not possible to do that directly, you can use an intermediary to synchronize your calendars.

Daylite 5 Builds Upon Prior Successes

Daylite, Marketcircle’s customer care and business productivity app for OS X and iOS, has been updated to version 5, nearly two years after the release of version 4. While DL5 looks similar to its predecessor (at least on the Mac), there are a number of changes likely to please current users. Let’s take a look at the improvements in each component of Daylite.

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.