Nor is Outlook for Mac. iCal and Address Book don't have the functionality I need. Where do I go from here? Can anyone suggest a CRM that can link contacts to appointments and emails, and synchronise with my iPhone and iPad?
MacBook, Mac OS X (10.5.5)
SOHO Organiser is compatible with iCloud, as is BusyCal. I don't use either so can't comment on their functionality.
If neither of those meet your needs you'll have to pressure Daylite into supporting the open, industry standard CalDAV and CardDAV protocols iCloud uses.
Yes, I'm surprised that Daylite doesn't support these standards, but as a single user I've not got much influence over them! Someone suggested I check out Daylite server, which seems to be their cloud service, so that's my next task.
Hi Anthony,
I am new to Daylite and I have Daylite Server and Daylite Touch to sync with my iPhone, although I've had to compromise my workflow in order to get eveything to work together (and i'm not there yet).
1. As the server is loaded on my mac, I loose real time updates and i have to push my iPhone to sync.
2. I use a number of iCal calendars that sync with iCloud and therefore can not use these calendars with Daylite, so i have set up a 'daylite' calendar 'on my mac' although at this time i am just using it for logging telephone appointments/conversations as I can't bring myself to loose iCloud support just yet.
3. Also as my contacts are in iCloud, i have to keep a seperate Daylite contacts list which is also a heavy compromise.
4. Daylite is very good BUT be warned you will need to invest lots of time to get it right for you and your workflow will be compromised before it improves. prepare youself for lots of long nights watching youtube tutorials!!
Daylite telephony integration has been a nightmare to set up...although when I get there I think it will rock!
I hoep this helps a bit...
Simon
Thanks Simon!
I've loaded Daylite Touch on to the iPhone and that seems to give me all I want. The good people at Marketcircle support helped me through a few set-up problems. I find that you may need to sync more than once before a change is carried across. Also there is a definite problem with databases of more than 2000 contacts. I've gone into my database and checked the daylite box on important contacts, or dragged them into the Daylite group in contacts view. It's great to have so much detailed information on the phone.
Thanks for getting back to me, it's great to share experiences with another newby.....Out of interest:
1. Did you load 'Daylite Server Admin' onto you mac or elsewhere? I'd like to have my server running 24/7 but of course as soon as I close my Mac I loose the ability to sync my iPhone and therefore run the risk of leaving my office with an out of date Daylite database (assuming that i hadnt had the app on my iPhone open in my office and hadnt syncd it before i closed my mac).
2. So far I'm only syncing Daylite with contacts that are specific to my projects. These 'project specific' contacts are On My Mac and not in iCloud..how are you managing your contacts without having duplicate lists?
I use Daylite CRM, but it's not compatible with iCloud.
