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

Daylite reports : Daylite CRM Software Help : Blue Rock Portland Mac Help
OS X 10.8 Lion image Marketcircle products that are Mountain Lion compatible

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.


Daylite Reports and Help from Blue Rock Mac, Portland OR
news.

  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, sends bulk emails and letters, 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 [and highly recommended!] add-ons
iPad and iPhone app
Daylite Touch puts a syncable version of your Daylite database on your iPad and iPhone.
DMI: seamless integration with Apple Mail
With DMI, you can store inbound and outbound emails in Daylite, automatically linking them to the appropriate Contact, Project or Opportunity. Plus, create actionable activities without ever leaving Apple Mail.


Lion compatibility
Lion [10.7]
Yes, requires Daylite 3.15 or higher
Leopard and Snow Leopard compatibility
Snow Leopard [10.6]
Yes, requires Daylite version 3.9.4 or higher
Leopard [10.5]
Yes, requires at least version 10.5.6 of Leopard.


Daylite Help from Blue Rock Mac, Portland OR
get in touch. iChat Status (503) 208-6239

Daylite Help from Blue Rock Mac, Portland OR
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    • "…pack up the moon and dismantle the sun…" we miss you Steve. 5 oct 2011
      excerpted from w.h. auden's funeral blues
    • best practice: upgrading Daylite when offline databases are present and/or Daylite Touch devices are used detailed steps
    • how much money have you let slip through invoicing cracks? me = a lot! ouch.
      http://www.marketcircle.com/billingspro/savingschart
    testimonials + favorites. [see more]
    storeyourdorm@threesco if you end up buying it and need any customization Cynthia @daylitehelp is amazing. It sure has made our life easier!12 December
    KurtZimmermanDaylite + Daylite Server + Daylite Touch + Cynthia @daylitehelp = awesome combo for law firm case management. Thank you Cynthia.30 April

     
    certifications + awards. Daylite Master Partner Daylite Report Certified Master Partner Blue Rock received Top Public Contributor award 2 years in a row! at both the 2009 and 2010 Daylite Partner Conferences

    oh yea other stuff too. podcast image

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