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Blue Rock: Portland Mac Help
503-533-2241

Specializing in the unbeatable combination of Mac OS X + Daylite

Daylite Master Partner    Daylite Report Certified Master Partner

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Task Details
$49 USD

{item# HUDTASKDETAILS-112}
great for call lists!
  • for the Tasks screen only
  • great for call lists since it shows each linked Contact's last activities
    [last Note, last Task, last Appointment]
  • linked Contacts with each Contact's category, default phone number, and clickable default email address
  • due to a limitation in rendering Note bodies in the Heads-Up-Display, the Last Note's body is plain text only (all formatting and paragraph returns are ignored)
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
alternative to the built-in Next Activity HUD
$49 USD

{item# HUDNEXTACTIVITY-100}
  • Next Task and Next Appointment
  • Task’s priority after Due Date (red if “high”)
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
alternative to the built-in Last Activity HUD
$49 USD

{item# HUDLASTACTIVITY-101}
  • Task’s Completed Date shows in red followed by Task’s Due Date
  • Task’s and Appointment’s “assigned to” owner
  • Note’s create date, “created by” owner and details
  • due to a limitation in rendering Note bodies in the Heads-Up-Display, the Last Note's body is plain text only (all formatting and paragraph returns are ignored)
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
Pending Appointments
$49 USD

{item# HUDPENDINGAPPTS-102}
  • can be used in the following screens: Contact, Organization, Project, Group, Opportunity
  • shows all of the selected object’s appointments whose status is not Completed, including a count of how many there are
  • sorted by descending date
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
Pending Tasks
$49 USD

{item# HUDPENDINGTASKS-103}
  • can be used in the following screens: Contact, Organization, Project, Group, Opportunity
  • shows all of the object’s tasks whose status is not Done, including a count of how many there are
  • sorted by descending Due date
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
Notes (non-DMI) HUD
$49 USD

{item# HUDNOTES-104}
  • can be used in the following screens: Contact, Organization, Project, Group, Opportunity
  • shows all of the selected object’s non-DMI notes
  • sorted by descending Create date
  • due to a limitation in rendering Note bodies in the Heads-Up-Display, the Note's body is plain text only (all formatting and paragraph returns are ignored)
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
Notes (DMI only) HUD
$49 USD

{item# HUDNOTESDMI-105}
  • can be used in the following screens: Contact, Organization, Project, Group, Opportunity
  • shows all of the selected object’s DMI notes
  • sorted by descending Create date
  • due to a limitation in rendering Note bodies in the Heads-Up-Display, the Note's body is plain text only (all formatting and paragraph returns are ignored)
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
Project details HUD
$49 USD

{item# HUDPROJECT-106}
  • for the Projects screen
  • pipeline name [pipeline stage in brackets]
  • summary of originating Opportunity {if Project was created from an Opp}
  • count of pending Tasks & Appointments*
  • linked Contacts with each Contact's role in the Opp, their default phone number, their default Organization name, clickable default email address
  • linked Organizations with each Organization's role in the Opp and their default phone number
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
*please note that due to known refresh issues in Daylite, some users will have to either refresh their database or log out and back in to get a current count of pending Tasks and Appointments. Log out is mostly required if a Task or Appointment is deleted.
Opportunity details HUD
$49 USD

{item# HUDOPP-107}
  • for the Opportunities screen
  • amount with probability
  • pipeline name [pipeline stage in brackets]
  • count of pending Tasks & Appointments*
  • linked Contacts with each Contact's role in the Opp, their default phone number, their default Organization name, clickable default email address
  • linked Organizations with each Organization's role in the Opp and their default phone number
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
*please note that due to known refresh issues in Daylite, some users will have to either refresh their database or log out and back in to get a current count of pending Tasks and Appointments. Log out is mostly required if a Task or Appointment is deleted.
Contact's open Opportunities HUD
$49 USD

{item# HUDCONTACTOPPS-108}
  • for the Contacts screen only
  • all open Opportunities linked to the selected Contact (not by User; Contact must be linked to the Opp)
  • count of open Opps and combined total*
  • Opps are unsorted in list
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
*please note that due to known refresh issues in Daylite, some users will have to either refresh their database or log out and back in for the Heads-Up-Display to reflect changes in the Opps list. also note that the amount is formatted for US dollar value only.
Contact's pending Projects HUD
$49 USD

{item# HUDCONTACTPROJECTS-109}
  • for the Contacts screen only
  • all open Projects linked to the selected Contact (not by User; Contact must be linked to the Project)
  • count of open Projects
  • Projects are unsorted in list
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
*please note that due to known refresh issues in Daylite, some users will have to either refresh their database or log out and back in for the Heads-Up-Display to reflect changes in the open Projects list.
File References HUD
$49 USD

{item# HUDFILES-110}
  • can be used in the following screens: Contact, Organization, Project, Group, Opportunity
  • File and Web References are those that are created via the Actions>Add File Reference menu item
  • File References section scrolls independently from Web References section
  • References are unsorted in list
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
*please note that due to known refresh issues in Daylite, some users will have to either refresh their database or log out and back in for the Heads-Up-Display to reflect changes in the File and Web References list.
Forms HUD
$49 USD

{item# HUDFORMS-111}
  • can be used in the following screens: Contact, Organization, Project, Group, Opportunity
  • Forms are unsorted in list
  • displayed as:
    Form Type in preferences: Form's Name field {create date and time}
  • Daylite minimum version required: 3.7.4 (beta versions are not supported)
  • system requirements: must conform to Daylite's minimum system requirements
  • completing the purchase indicates agreement with terms of purchase and delivery
  • ask a pre-purchase question
*please note that due to known refresh issues in Daylite, some users will have to either refresh their database or log out and back in for the Heads-Up-Display to reflect changes in the File and Web References list.