designed for Safari. What is a HUD? A fantastic way to see at-a-glance information in Daylite! The HUD (Heads-Up-Display) area is what you see when you look at the bottom right corner of the Contacts, Organizations, Groups, Projects, Opportunities, Tasks, or Appointments screen. For example, go to the Contacts screen and click on any Contact. At the bottom of the list of Contacts make sure you're clicked on the Contact button (if you're in the Projects screen, you'd click on the Project button at the bottom of the list of Projects, etc). Now look at the bottom right of the screen: you'll see 2 built-in Heads-Up-Displays: Next Activity and Last Activity. For the Contact that you're currently clicked on, their Next Activity HUD shows their next Task and their next Appointment. Their Last Activity HUD shows their last Task, last Appointment, and last Note. This same area is where Blue Rock's custom HUDs will appear. When reviewing the specifications for each HUD below, please note which screen(s) they will appear on. For instance, the Task Details (HUDTASKDETAILS) will appear on the Tasks screen only, whereas the Alternative to the built-in Next Activity (HUDNEXTACTIVITY) can be used for the Contacts, Organizations, Projects, Opportunities, and Groups screens. [click image to enlarge] Task Details  $49 $30 USD [on sale!] {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: 3.9.2 (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 [click image to enlarge] alternative to the built-in Next Activity HUD  $49 $30 USD [on sale!] {item# HUDNEXTACTIVITY-100} can be used in the following screens: Contacts, Organizations, Projects, Opportunities, and Groups Next Task and Next Appointment Task’s priority after Due Date (red if “high”) Daylite minimum version required: 3.9.2 (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 [click image to enlarge] alternative to the built-in Last Activity HUD  $49 $30 USD [on sale!] {item# HUDLASTACTIVITY-101} can be used in the following screens: Contacts, Organizations, Projects, Opportunities, and Groups 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: 3.9.2 (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 [click image to enlarge] Pending Appointments  $49 $30 USD [on sale!] {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 ascending date Daylite minimum version required: 3.9.2 (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 [click image to enlarge] Pending Tasks  $49 $30 USD [on sale!] {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 ascending Due date Daylite minimum version required: 3.9.2 (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 [click image to enlarge] Notes (non-DMI) HUD  $49 $30 USD [on sale!] {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: 3.9.2 (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 [click image to enlarge] Notes (DMI only) HUD  $49 $30 USD [on sale!] {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: 3.9.2 (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 [click image to enlarge] Project details HUD  $49 $30 USD [on sale!] {item# HUDPROJECT-106} for the Projects screen only 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: 3.9.2 (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. [click image to enlarge] Opportunity details HUD  $49 $30 USD [on sale!] {item# HUDOPP-107} for the Opportunities screen only 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: 3.9.2 (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. [click image to enlarge] Contact's open Opportunities HUD  $49 $30 USD [on sale!] {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: 3.9.2 (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. [click image to enlarge] Contact's pending Projects HUD  $49 $30 USD [on sale!] {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: 3.9.2 (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. [click image to enlarge] File References HUD  $49 $30 USD [on sale!] {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: 3.9.2 (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. [click image to enlarge] Forms HUD  $49 $30 USD [on sale!] {item# HUDFORMS-111} can be used in the following screens: Contact, Organization, Project, Group, Opportunity Forms are unsorted in list [ie Forms of different types will likely not be listed together, the list is unsorted] displayed as: Form Type in preferences: Form's Name field [create date and time] Daylite minimum version required: 3.9.2 (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.