Hello All

I jumped on Daylite at I think 1.5 but have only used it in a limited way for a variety of reasons. I have accumulated a lot of junk in keywords groups categories etc. I have also about 3000 contacts. I am after some advice on the easiest road ahead. I would like to use a film industry template as a basis for my work. Its not perfect but is a starting point. So do I export all contacts in the existing DB to vCards and reimport them to the new DB (loosing the multiple links relationships and so on) Or do I delete and clean out my existing DB of erroneous methods of work and enter the categories pipelines activity sets, opportunities as so on in their place. Thoughts ideas blind spots?

It's kind of up to you. If you have a lot of linking and relationships, you'd almost have to update the database rather than exporting it, or you'd lose a lot of hard work.

Let me expand Sebastian's question a bit.....if I upgrade my DB to the industry template by exporting the Contacts, what happens to the email history/linkages?

Hello,

Just thought I'd offer my two cents. As Howard has mentioned, exporting all your data and importing into the Film template would be hard work. It's much less beneficial then simply studying the film template and applying the things that matter to your database.

Maybe this will help. I've taken all the customizations in the preferences for the Film template and simply typed them out. Now you can open up your Daylite database preferences and go to town on them.

Categories

Contact: Agency, Cast, Client, Competitor, Crew, Employee, Lead, Media, Personal

Organization: Agency, Client, Competitor, Media, Personal

Opportunity: Branding, Marketing, Motivational, Personal, Public Relations, Sales/Promotional, Training/Education

Project: Branding, Hiring, Marketing, Motivational, Personal, Public Relations, Sales/Promotional, Training/Education

Groups: none

Appointments: Auditions/Interviews, Client Meeting, Consultation Meeting, Film Shoot, Personal

Tasks: Administrative, Auditions/Interviews, Film Work, Personal

Note: Adminstrative



Keywords

Contact: Administration, Assistant Director, Casting Director, Director, Director of Photography, Editor, Junior Editor, Mailing List, Property Master, Reviewer, Sales, Screenwriter, Sound, Talent

Organization: Administration, Mailing List, Reviewer

Opportunity: CD, DVD, Events, Flash Interactive, Reviewer, TV Commercial, Web Video

Project: CD, DVD, Events, Flash Interactive, Reviewer, TV Commercial, Web Video


Contact Roles
Organization Project Opportunity
Art Direction x x
Assistant Direction x x
Cast x x
Casting Director x x
Client x x
Director x x
Film Editor x x
Photography x x
Production Manager x x
Sales Representative x x
Screenwriter x
Sound Editor x x
Talent x
Agent x
Decision Maker x x
Employee x
Main Contact x


Organization Roles

Advertising x
Client x x
Consulting x
Creative x
Design x
Development x
Marketing x
Photography x
Printing x
Prospect x x
Service Provider x
Writing x


Relationships

Competes with
Is a client of
is friends with
is related to
is the director of
knows
manages
referred
works with


Custom Form

Form Name: Marketing Review
Form Applies to: Projects
Form Fields: Author Name, Source, Source name, URL, Date


Opportunity Types

Daily Rate
Flat Rate
Hourly

Opportunity State Reasons

Reason State
Competitor offered better price Lost
Expensive Price Lost
Good Price Won
Inappropriate Style Lost
No Response Abandoned
Other Lost
Project Cancelled Abandoned
Style Won


Activity Sets

Name: Pre-Production
Set Applies to: Projects
Steps: Create Storyboard, Casting Sessions, Book Crews, Site Surveys, Equipment Discussion/Selection, Coordinate with Externals, Review of Props Makeup & Wardrobe, Coordinate with Client

Name: Post-Production
Set Applies to: Projects
Steps: Rough Cut, Client review, Director's Cut

Name: Distribution
Set Applies to: Projects
Steps: Artwork, DVD Authoring, Programming, Duplication

Name: Production
Set Applies to: Projects
Steps: Shooting

Name: Development
Set Applies to: Projects
Steps: Prepare Synopsis, Step Outline, Treatment, Script Writing


Pipelines

Applies to: Opportunity

Name: New Prospect
Stage 1: Initial consultation
Stage 2: Quote
Stage 3: Follow-up

Applies to: Project

Name: Film Production
Stage 1: Development
Description: Create Script, Hire Cast, Rent Props, Pick Location
Stage 2: Pre-Production
Description: Establish Budget, Storyboard finalized
Stage 3: Production
Description: Filming
Stage 4: Post-Production
Description: Editing film, sound effects, screen effects
Stage 5: Screening/Distribution

Applies to: Projects

Name: Hiring Crew
Stage 1: Contact Talent
Stage 2: Talent Responds
Stage 3: Sign Contract



Ultimately the workflow document that supports this database template is the real 'nut'. I know I've said it before in other posts, but the true value comes from the workflow.