Daylite tips + tricks: Daylite’s floating history

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Blue Rock’s tips + tricks See where you’ve been…and get back there fast! 

The quest for improved efficiency is never-ending. I’d like to share a great hidden feature in Daylite that has helped me tremendously: a floating history of where you’ve been. Take a look at the screenshot:

 

Daylite floating history screenshot

You can activate this within Daylite by pressing and holding these keys simultaneously:

To navigate UP in the floating list, use this key combination: shift command [

To navigate DOWN in the floating list, use this key combination: shift command ]

As soon as you let go of the keys, the floating history magically disappears and you’re taken to the item that was highlighted in the history at the time that you let go. So it not only lets you know where you’ve been, but allows you to get back there fast.

I love this one, give it a whirl!

Daylite tips + tricks: super fast date entry.

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Blue Rock’s tips + tricksEnter common phrases into Daylite date fields and they will automatically convert to the proper date!  If you are like me, you can type words faster than you can type dates, what with all those slashes and hyphens slowing you down.  Of course, you can always click the calendar icon next to the date fields and pick your date, but that can be slow too.

A better way: type words instead of dates.  Try typing this into a Daylite date field:  tomorrow
Tab into the next field and notice that the Daylite date field converts to show tomorrow’s date.  Here are some others that I use constantly, especially the days of the week when entering due dates for Appointments and Tasks:

  • monday
  • tuesday
  • wednesday
  • thursday
  • friday
  • saturday
  • sunday
  • today
  • tomorrow
  • yesterday
  • last week
  • next week
  • last month
  • next month
  • last year
  • next year

Daylite tips + tricks: share Daylite objects with a hyperlink.

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Blue Rock’s tips + tricksWant to give other users in your database quick access to a Project, or let them know about a new Contact?  You can chat or email them a link to the object! I love using the Contextual Menu [right click on the object] and choose Copy Hyperlink.  Then I just chat or email the link to other users in my Daylite database and with a simple click on the link, they are taken directly to that item in the database. If you do not have your Contextual Menu preferences set up to include the Copy Hyperlink option, you can just single click on the object, go up to Edit and choose Copy Hyperlink.

EXTRA TIP: clicking the hyperlink opens the item in edit mode. To just Go To the item in the database , hold down the option key while you click the hyperlink.

Please keep in mind that this hyperlink function only works for users that are logged into your Daylite database.

the Timezone watcher.

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daylite_appicon.png Attention road warriors! With OS 10.6, you can set the system to automatically change the timezone when you travel.  This can cause confusion, as the timezone in Daylite does not automatically change.  Marketcircle has released a plugin that notices when the system timezone has changed and asks you to restart Daylite.  Download the plugin here.  Once you have downloaded it, unzip it [if it is not already unzipped] and place it in this location: hard drive/users/youruserdirectory/Application Support/Daylite/Plugins.  Then restart Daylite.