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

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.