Daylite Mac CRM Specifications.

Check to see if your Macintosh meets Daylite CRM specifications below:

SYSTEM REQUIREMENTS FOR DAYLITE.
• Mac OS X 10.2.6, Mac OS X Server 10.2.6 or later

For Daylite databases smaller than 5,000 records:
• A 400 MHz G3 processor
• 256 MB of RAM
• 100 MB hard disk space*

For Daylite databases larger than 5,000 records:
• A 500 MHz G4 processor
• 512 MB of RAM
• 1 GB of hard disk space*

• 1024x768 minimum display resolution
• CD-ROM required for installation of store-bought software
• Internet connection for installation of download software
• A high-speed network connection for sharing databases via LAN or WAN
• *Hard disk space requirements vary depending on the size of stored notes & letters. These requirements are only for the computers running the database. Client computers require approximately 30MB for the Application itself.

MAC OS X SERVICES
Mac OS X Services Menu Support
• Make and attach Notes from Apple Mail

And from any Services aware application
• Make Timeblocks, Notes and Tasks from selected text
• Make or find a Contact from an e-mail address

IMPORT/EXPORT
• Included Text Import Maps

Contacts
• ACT! 2.8
• Entourage v.x
• Group Organizer
• Now Contact
• Palm 4.x Addresses
• Customizable import maps for other data sources

Other Importers
• ACT! 2000 & ACT! 6
• QuickBooks Contacts
• XML Web Leads

Export
• Tasks & Timeblocks to iCal (including iPod)
• Contacts to vCard (including iPod)
• Any list view as tab-delimited data
• Copy/Paste list views into Excel or other spreadsheets
• Synchronize with Palm Powered devices & Apple Address Book

SUPPORT PALM DEVICES
• Any Palm Device that synchronizes with iSync or Palm Desktop 4.x on Mac OS X

Included Palm Conduits
• Date book
• To do
• Addresses
• Notes

CONTACT MANAGEMENT
• Distinct Objects for Contacts and Organizations
• Synchronize with Palm Powered devices
• Synchronize with your Mac OS X Address Book
• Associate Contacts with Organizations through user defined Roles
• Create unlimited Groups and Subgroups
• Print envelopes and labels from over 800 standard templates—even create your own!
• Send bulk HTML e-mail with MailDrop™
• Merge Letters with the built-in text editor, Microsoft Word™ v.x, Microsoft Excel™ v.x, and OmniGraffle™ Pro 3
• Quickly compose an e-mail to contacts with a single click
• Use the Services menu to quickly create Contacts (See Mac OS X Services menu)
• Comprehensive List and Card Views for Contacts, Organizations & Groups
• Unlimited phone numbers, and physical and electronic addresses
• See Activity Management for activities

SALES MANAGEMENT
• Link any number of Contacts to an Opportunities and specify the Role they play
• Define your own stages and types for Opportunities
• Visualize your current sales status with the Pipeline graph
• Visualize your upcoming revenues with the Sales Forecast graph
• Visualize your long term performance with Win/Loss Trend graph
• Visualize revenue potential using color gradients
• Define your own win/loss reasons
• Use units, unit price, probabilities and forecast close dates
• See Activity Management for activities

COMMON FEATURES
• Define and create unlimited Forms with unlimited fields
• Attach unlimited file and web references
• Automatically record outgoing e-mail and merged letters
• 16 Extra Fields for custom data in your List Views (12 text fields an 4 date fields
• Quick Filters on top of each List View
• Multi-field Filtering
• Favorite Filters
• Global Find
• Summary Views
• Generate HTML, RTF, PDF and plain text reports. Customize reports using simple scripts.
• Analyze lists with Chartsmith™ to create great charts
• DetailView with 'Recent' 20 objects
• Bulk editing
• Display, hide, resize, reorganize most columns in each list view
• Use Keywords and Categories to classify Objects
• Use Priority to mark importance

DATABASE SERVER
• OpenBase SQL 8.0 PowerCenter included in DayLite installer.
ACTIVITY MANAGEMENT
• Create and manage single or repeating Timeblocks, Tasks and Subtasks
• Set reminders for your Timeblocks and Tasks
• Link activities to multiple DayLite Objects
• Define and apply billing rates to activities
• Define Activity Sets (sequentially ordered sets of Tasks and Timeblocks)
• Start and attach Task Timers
• Link rich text notes to multiple DayLite Objects
• Print Notes or send as e-mail
• Use the Services menu to quickly create Notes, Timeblocks and Tasks (See Mac OS X Services menu)
• View Timeblocks and events in DayView, WeekView, MonthView and Time List
• Viewable Task List
• Display Mini Calendars in a drawer
• Select incongruous dates for simultaneous display in DayView

PROJECT MANAGEMENT
• Link any number of Contacts and specify the Role they play
• Organize all of your Tasks, Timeblocks, staff, and objectives in one place.
• Integrate file references and URL's, Organization and contacts
• Coordinate Activity Sets
• Create Projects from Opportunities
• Increased awareness through detailed summaries

SHARING
• Organizational User Management and Access Levels
• 5 Access Levels (Privileged, Peers, Direct Reports, Team, Public)
• Mark records as 'read only' or 'read and edit by others'
• Share calendars, contacts, organizations, groups, projects and opportunities.
• Assign and reassign Objects to users
• Access databases located on the current computer, on the local network or over the Internet
• Create fully functional offline copies. Work on the road and synchronize
• Delegate tasks and appointments to other users
• Administrator can restrict offline database creation & synchronization
• Pessimistic record locking
• Connect to multiple databases simultaneously

ORDERING
• 1-User, 5-User, and 10-User licenses available as individual purchases
• Variable size licenses are available. Please email us at sales@marketcircle.com

SUPPORT
• Complementary installation support provided for 30 days to newly registered users, beginning from date of purchase.
• Additional support available through the Marketcircle Advantage Program. Please visit the Marketcircle website for more information.

Back To SmallBizCRM Home Page