Daylite reports : Daylite CRM Software Help : Blue Rock Portland Mac Help
designed for optimum viewing on a Mac.


the quick scoop.
Built specifically for Macs, Daylite manages customers and calendars, tracks sales opportunities and company projects, sends bulk letters, and so much more.

How Blue Rock fits in.
Blue Rock is a Daylite Master Partner and Daylite Report Certified. We assist clients with every aspect of the Daylite experience - from the initial decision to upgrade to Daylite, moving forward to installation, configuration, training, and designing custom Daylite reports.

And Daylite is so intuitive and logical that training is equally effective whether it's performed onsite, by accessing your computer directly for live internet instruction, or on a conference call.

We've implemented Daylite for a wide variety of client types and sizes here in Portland, across the country, and internationally. Since every client is different, Blue Rock provides a unique experience by working with them to configure Daylite's extensive customization features to match the firm's specific needs. This makes the transition to Daylite extremely effective by allowing clients to visualize their organization and workflow from the beginning.

the beauty of Daylite.
Regardless of whether you are a single user or a small business with up to 50 users, everyone agrees that data management is critical. The decision to choose Daylite as our primary data management recommendation was an easy one, because Daylite just keeps getting better and better. Daylite masterfully organizes customers and calendars, tracks sales opportunities, monitors company projects, and so much more!
  • multi-user support
  • drag & drop linking
  • task & appointment delegation
  • shared calendars
  • project & sales management
  • accessible over the office network & from offsite locations
  • synchronize offline databases with the main database [great for remote users & when traveling!]

Fantastic, free add-ons for Daylite
iPad and iPhone app
Daylite for iOS puts a syncable version of your Daylite database on your iPad and iPhone.
Daylite Mail Assistant [DMA]: seamless integration with Apple Mail
With DMA, you can store inbound and outbound emails in Daylite, automatically linking them to the appropriate Person, Project or Opportunity [or all of them!]. Plus, create actionable activities without ever leaving Apple Mail.


OS X compatibility.
Yosemite [10.10]
Yes, requires
Daylite 5, or Daylite 4.4+

Mavericks [10.9]
Yes, requires
Daylite 4.3.2 or higher

Mountain Lion [10.8]
Yes, requires
Daylite 4.3 or higher



Daylite Help from Blue Rock Mac, Portland OR


get in touch.
(503)
208-6239

news.

click here for Marketcircle products that are Yosemite and iOS 8 compatible