Comments on: Daylite 3.9 – Daylite Touch – Your Mac And iPhone

By: Glenn

Glenn — Thu, 03 Dec 2009 16:21:00 +0000

Shelly,

I’ve not needed support, but then I’ve been an electronics-system troubleshooter for years. You know that type of person that just digs into an issue until I either solve it or go crazy.

If there is a tough part to any contact type management program it is laying out your work flow – how you want to see the information presented. If I’m not mistaken one of the databases examples is for Realtors.

There are lots of examples and support within the forum and it’s a good place to ask questions, generally someone will answer it. And there are many that are certified Daylite consultants, which when you think about it while it may cost a little, what is our time worth.

By: Shelleyb

Shelleyb — Thu, 03 Dec 2009 15:43:41 +0000

Glen,
Thank you for clearing that up.
How has the support worked for you? I see I can pay for annual or per issue. Have you found there are enough instructions or trouble shooting on line that you have not needed the support ticket price?
Shelley

By: Glenn

Glenn — Thu, 03 Dec 2009 15:40:33 +0000

Hi Shelly,

You would need only one version of the server but each individual would need a licensed copy of the main program. Each member would log into the server even your team member with the desktop as well.

You would also need to make sure that the correct router ports are open so you could access the server from outside the local network. All of that is covered in the setup and they do have a great support forum on the site as well.

Glenn

By: Shelleyb

Shelleyb — Thu, 03 Dec 2009 15:34:53 +0000

Thanks Glen,
I am guessing the Server is the “Mother Board” of the operation? I have a laptop that goes everywhere with me, my team member has a desktop in the office (on all the time), if we want to share our contacts and project lists, do we both need to download the server? I feel like I’ve been everywhere on the site and can’t tell if the Server is free or not.
I understand you don’t work for Daylite, but it since you are using the product, I figured you may be able to break it down for me.
Thanks again,
Shelley

By: Glenn

Glenn — Thu, 03 Dec 2009 15:29:26 +0000

Hi Shelley,

Many of the add-ons listed on the Daylite site do not cost anything, but some do. The one I use is the Dialectic along with the Dialectic software, it makes life simple.

Daylite server I believe free (check their site I don’t work for them, just love the software), but you do need a Mac that will be on 24 -7 or a Mac Server to host it on, which is what I do.

If you plan to share data between 3 people then I would also get the server, and yes it is required for the iPhone app, which requires a yearly license for each iPhone.

I’m sure that this has not answered all of your questions but it is a start.

Glenn

By: Shelleyb

Shelleyb — Wed, 30 Nov -0001 00:00:00 +0000

I downloaded the trial version of Daylite along with a number of other CRM programs. Palying in each of these, and not just a few hours searching the web, I am sold on the Daylite software.
I am looking to purchase today, but am confused by mentions of add ons and not sure what I need, what is free and what is unnecessary.
I am on a real estate team of 3 people, each of us buying our own copy of the 3.9.4 version. Do I need to purchase Daylite server so we can share information? Is the server only if I want the app for iphone?
The only issue I have so far with this software is that it’s unclear what I need.
Can you please help?
Thanks,
Shelley