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.