Daylite is a sophisticated & robust customer relationship management (CRM) software package developed by Marketcircle, Inc. Dialectic integrates with Daylite in a number of locations. If Daylite is installed on this machine, it will appear in several menus throughout the Dialectic interface (if it is not installed, if will not appear in these menus). The points of interaction between Daylite & Dialectic are:
- Dialectic Daylite Dialer. If you do not have Dialectic as an option when dialing from Daylite, you can manually install this plug-in using the installer available from the Online Resources: http://www.jonn8.com/dialectic/resources/
Note: For Daylite 3, this plug-in comes preinstalled in Daylite versions 3.7.3 or newer. For Daylite 4, there is no need for the plug-in at all and you can simply click-and-hold on any phone number label in Daylite to send the corresponding phone number to Dialectic for dialing. - Lookup. You can specify Daylite as the source for the lookup feature (if Daylite is not launched when doing a lookup, Dialectic will open it).
- Missing called contact name lookup. If you dial a number without an associated name, Dialectic can use Daylite to search for the number and add the associated contact name (if applicable) for use with alerts & the Call Log. You can enable this option to automatically search for missing names in the dialing preferences or you can search for it after the call has been added to the Call Log by using the corresponding action in the Call Log action menu (if Daylite is not launched when doing this type of lookup, Dialectic will not open it).
- Caller ID lookup. When an incoming call is detected on a monitored device, Dialectic can search for the number of the incoming call to get the localized name of the associated contact using your data (if applicable). The name as entered in your Daylite database will be used for alerts & the Call Log. In addition, if Daylite is designated as the lookup source for incoming calls, when an incoming call is detected, a new incoming call task will be created in Daylite and a timer will be started for the task. If a matching contact is found using the caller ID number supplied by the monitored device, the incoming call task will be linked to the existing contact and the contact’s information will be shown. The option to open a new incoming call task in Daylite can be disabled, if desired, using a special preferences command.
- Notepad. The contents of the Dialectic Notepad can be sent to Daylite as a new note (see the action menu in the lower left corner of the Dialectic Notepad window).
- While You Were Out note. The contents of your While You Were Out notes can be sent to Daylite as a new note (see the action menu in the lower left corner of the Dialectic While You Were Out note window).
Interaction between Dialectic & Daylite could be further enhanced using AppleScript. For instance, when an outgoing call is made, Dialectic could run a script to open the associated contact record in Daylite (if available) and create a new note with the date & time of the call (and allow you to enter notes during the call) and associate it with the called contact.
