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*
•     1024×768 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 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 databasecreation & 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.