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Blue Rock: Portland Mac Help
503-533-2241
Specializing in the unbeatable combination of Mac OS X + Daylite
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My Schedule for Today
{item# REPORTOWNERMYDAY-607}
- shows selected owner's schedule for the day, based on the following items that they own: outbound calls (Tasks) with Due Date of today, non-outbound call Tasks with Due Date of today, Appointments and Events on the calendar for today, Opportunities with Forecasted Close Date of today, and Project with Due Date of today
- to keep the report trim, we print only the first 350 characters of the Details field for each Task and Appointment
- option to exclude overdue items (due in the last month) so you can just focus on today {see checkboxes in 'how it works' above}
- please note that for Tasks to be included in the 'Make Phone Calls' list, not only must they be owned by the selected Owner and due today, their icon must be set to Outbound Call {the icon for the Tasks is the green image}
- please note that for Tasks to be included in the 'OVERDUE Phone Calls' list, not only must they be owned by the selected Owner and be overdue (due in the last month), their icon must be set to Outbound Call {the icon for the Tasks is the green image}
- Daylite minimum version required: 3.7.6 {free upgrade for licensed version 3 users}
- Daylite beta versions are not supported
- system requirements: must conform to Daylite's minimum system requirements
- payment is through PayPal; please click the add to cart button below to add this report to your order
- ask a pre-purchase question
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