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Daylite Touch: which items sync to my iPad and iPhone? a cheatsheet. Please refer to the table below, provided by Marketcircle, to get an overview of which items will sync from your Daylite database over to the Daylite Touch database on your iPad and iPhone. If you haven't downloaded the Daylite Touch app yet, click to download the app.

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Sync Rules. Contacts If you have Use Sync List turned ON in: Daylite Touch>Home>Settings>Contacts All Contacts you have dragged into your Daylite Touch list [found in the Contacts screen on your computer] will be synchronized. Contacts linked to Projects, Opportunities, Tasks, and Appointments that will be brought into your device will be synchronized. If you have Use Sync List turned OFF in: Daylite Touch>Home>Settings>Contacts ALL Contacts will be synchronized. Organizations If you have Use Sync List turned ON in: Daylite Touch>Home>Settings>Contacts All Organizations you have dragged into your Daylite Touch list [found in the Organizations screen on your computer] will be synchronized. Organizations linked to Projects, Opportunities, Tasks, and Appointments that will be brought into your device will be synchronized. If you have Use Sync List turned OFF in: Daylite Touch>Home>Settings>Contacts ALL Organizations will be synchronized. Tasks Tasks that you own that are not completed will come over. Tasks delegated to you/by you will also be synchronized. Tasks that are completed 30 days ago or older are removed. Note: All Tasks linked to open Projects and Opportunities will come over. The last 10 Tasks of a Contact are brought over for retaining the Contact history. Appointments Once you've set up Daylite Touch on your device, the app syncs all Appointments created up to 60 days prior to the database creation date and all future Appointments. Repeating Appointments will be synchronized even if the initial Appointment in the repeating set was created prior to 60 days [only if the last repeat was sometime within the past 60 days or sometime in future]. Projects Active Projects [ie status is New or is In Progress that you own will come over. Active Projects that have your Contact record linked to them will also be synchronized. Opportunities Active Opportunities [ie state is Open] that you own will come over. Active Opportunities that have your Contact record linked to them will also be synchronized. Notes All Notes linked to Projects and Opportunities that are on your device will be synchronized. The last 10 Notes for Contacts and Organizations that are on your device will also be synchronized.

Get ready… to [finally] have your Tasks on your iPad and iPhone…     Get ready… to schedule staff meetings with shared calendars…        Get ready… for over the air synchronization…

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it's nice to share. Share Tweet social. RSS feed sticky. "…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. oh yea other stuff too.

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