macnn

12/21/2007, 8:50pm, EST

Friday, December 21st

First Look: Daylite productivity suite

With the compatibility provided by their new Intel processors, and Mac OS X 10.5 Leopard's secure nature, Macs are slowly making their way into the business sector, replacing their Windows-based counterparts. As businesses adopt the Mac platform, there is a greater need for productivity software, something which Windows computers have no shortage of options. Marketcircle's Daylite Productivity Suite gives users a full-featured business application that allows users to plan and coordinate their work day with others, while integrating Apple Mail's powerful features with projects and contacts.

Daylite Productivity Suite allows you to organize calendars, contacts, organizations, projects, opportunities, groups, tasks, appointments and notes, with custom tags, built-in alarms, and notifications. Daylite is also networkable, allowing multiple users to collaboratively organize their company's workflow. Daylite Mail Integration – the component that completes the Productivity Suite – integrates projects, tasks, and other event types with contacts inside and out of the organization, so customers can be updated on the status of their requests, or management can keep tabs on the status of a project.

Daylite's calendar functions should be familiar to anyone who uses iCal on a regular basis. Calendars can be modified in either daily, weekly, or monthly views, and events are either created by clicking and dragging over the desired time frame and then defining details in the ensuing dialogue box, or by double clicking any space in the calendar field. You can title events, set locations, categories, status of the event, start and end times, time zones, details, alarms, and link related projects or people to it. Repetition of the event can also be set on a daily, weekly, monthly or yearly basis.


Daylite's calendar tab


Contacts can be imported from the Apple Address Book, or added from within the program, providing three tabs-worth of metadata that can be filled in, from anonymous extra fields, to personal relationships and linking that person to customers or employees or others. Contacts can be grouped and searched through from a few different view types. Organizations work similarly to contacts, offered through an identical window that lets you file entries in whatever way you wish. Groups are simply compilations of contacts, organizations, and tasks that are related in some way, which simplifies overviews of matters at hand.

Projects, opportunities, and tasks are sections that allow you to create overviews for events of different magnitudes. Projects are meant to manage multi-step objectives for individuals or groups, providing a communal area where team members can prioritize items related to the project. Opportunities are similar to projects, but represent business that has yet to materialize, allowing you to determine whether an opportunity is worth taking, all things considered, or if it has been won or lost. Tasks are more simple, representing smaller items that either do not have a particular due date, or are a one-off sort of action that requires no further explanation, such as "Deposit Paycheque" or "Have Storeroom Swept".


Daylite's task tab


Appointments allow you to keep track of times you have set aside for meetings with clients and such. You can browse lists of users to see if they are available on a given day so an appointment can be made. The notes tab can track emails and footnotes regarding events or people.


Daylite's appointments tab


Daylite's notes tab


Daylite Productivity Suite is a full featured office companion that has received praise from the likes of industry tycoons like Leo Laport from G4 TechTV's Call for Help program. Check back soon as we complete an in-depth review for Daylite and the Daylite Mail Integration.


Filed under: software
Other story tags: business, Mail, calendar, Marketcircle, Daylite, Tasks, DMI

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Tired it but..
0
12/22, 8:58am, EST
Daylite seems like a great product with a lot of depth that could help my business grow. The holdup for purchasing the product came down to lack of documentation/training material.

The Opportunities portion is what presented the most challenge. I'm evaluating Contacterizer Pro now and it has concepts which are easier to grasp without spending weeks figuring things out.

If Daylite had training from Lynda.com or some other web site, I would give it another shot because once you settle in on a product, you wind up being married to it.
Fresh-Faced Recruit
Joined Jan 2007
User is offline
Excellent Program…
0
12/22, 10:21am, EST
I really like to use Daylite for managing my business. The Marketcircle website also has a lot of different training materials for you to use, such as a full downloadable manual pdf (which is searchable) and training videos as well. The mail integration in the Productivity Suite is great as well.
Great program
0
12/22, 7:53pm, EST
I use Daylite in my office with 3 users. Excellent program that really helps us stay on top of Opportunities, projects and clients.

The DMI feature allows you to link emails from Apple Mail to anything in the database (contact, organization, opportunity, project, etc..). This is incredibly useful
Overkill
0
12/23, 7:25am, EST
Leopard and Leopard server features trump this software. Its very nice but overkill for what you can easily do with the native apps in Mac OS X. Also, its way too complicated to learn.
Fresh-Faced Recruit
Joined Apr 2005
User is offline
Lingo_Kaiser
0
12/24, 9:44am, EST
re:overkill

I would like you to tell me how many Leopard Server installs and implementations you have set up. I am an ACTC and have to say that their technology is very much in its infancy.

Also I would like to know how many Daylite implementations you have used and for what purpose, I have used it for years and I can tell you that as a true BRM it is much more powerful than anything else in the Mac world. That being said our company unfortunately has to use a Windows based BRM because of our scalability needs.

Please if you can document how it is that Leopard Server trumps this I would really like to know
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