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Apprentice
Posted
I NEED HELP!!!

I am a brand new Mac user, recently converted from a Dell PC running ACT! 2005 and trying to intigrate Daylite into my work.

I work as a sales manager for a lab company, and one way my bosses track my work is through weekly note reports.

Previously with Act i would generate a report which showed all notes and their associated contact, within the date range I chose.

Can that be done with Daylite? If so how? Is their a tutorial?

I also wanted to add a custom field into the main contact demographic screen. I deal with doctors accross many specialties, and i woudl like ot keep their specialty.

ACT was so easy to customize, i have spent a few hours with Daylite, and i seem to be getting no where.

Please help!!!
 
Posts: 1 | Registered: October 24, 2006Reply With QuoteReport This Post
Wise Guy
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Edward:

I am not the right person to tell you exactly how to do this, but let me answer your "is it possible" question with a resounding, yes. I have a question for you? Have you gone through the video tutorials on the Marketcircle web site on building reports?

On the extra field issue, there are a couple of ways to do this. One would be to use the "Extra" fields section of a contact data window. The other would be to use a Form. If you decide to use the form, be sure and look at the video tutorial on it.

Once you have visited the tutorials, start building a report and then come back here with specific questions. The people on this forum are eager to help.


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Stellar Technologies
Macsimum News
 
Posts: 277 | Location: Austin, Texas, USA | Registered: July 19, 2006Reply With QuoteReport This Post
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