Recognizing When You’ve Outgrown Your Business Software Needs

There’s a recent post by Marketcircle (the publishers of Daylite) that discusses signs that your current business needs have outgrown the software you’re using to manage your business. I agree with all of them.

One wonders, though, if Marketcircle should be the ones writing on this subject:

Any time you’re using multiple products in your business that don’t talk directly to each other, there may be redundant data entry occurring.

Daylite and Keyboard Maestro

Daylite and Keyboard Maestro
Keyboard Maestro allows you trigger a sequence of actions with just a keystroke. Use these macros to make yourself more productive with Daylite.[1] Macros marked Global should be available in all applications, while those marked Daylite should be made available only in Daylite.

New Object

Reports for Daylite

Are the built-in reports for Daylite 4 not enough? See if any of these meet your needs (instructions for installing reports can be found below):

Opportunity Snapshot

This is a lightly-modified adaptation of the built-in Project Snapshot.

Installing Reports

Reports in Daylite 4 are either available to all users or individual users. For all users, the report is stored on the server and is imported in this manner:

  1. Select Daylite > Preferences > Report Templates

Uninstalling Daylite 4

If you find it necessary to uninstall Daylite 4, either a single component or the whole shebang, you may find these instructions useful:

Daylite Server

Be sure to sync all iOS and Mac clients first. Next, launch Daylite Server Admin, authenticate (if necessary), and turn off the Server. This stops all background processes. You may wish to backup your database(s) before continuing. Then quit Daylite Server Admin and drag this file to the trash:

/Applications/Daylite Server Admin

Setting up CalDAV and CardDAV with Daylite

Setting up CalDAV and CardDAV with Daylite
Update: Daylite 4.1 doesn’t appear to work at all with secure connections (SSL) on port 6185. The instructions have been updated to use the non-SSL port 6188 and assume you’re using Daylite 4.1 and iOS 6.

To sync contacts and events to iCal, Address Book and iOS devices, Daylite 4 now uses CalDAV and CardDAV. Syncing to local accounts is no longer supported, since Apple is moving away from Sync Services.

Daylite 4 Not Ready for Market

Since the first of the year I’ve been managing my business in Daylite by Marketcircle. Even though I’ve owned the software for a number of years, I’ve found it much easier to continue using the home-grown solution I created using 4th Dimension. Unfortunately I’ve also found that I don’t have the time to program that solution with the new features I want or need—like mobile access to my business data.