WebConnector Manual for Daylite 4

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1 WebConnector Manual for Daylite 4

2 WebConnector Manual for Daylite 4 1 General 1.1 The WebConnector plugin for Daylite Setup Installation 6 Purchasing and adding licenses 8 3 Usage Searching people and organizations on websites 10 Using web services 13 Save and open websites in projects & opportunities 15 4 Miscellaneous 4.1 Questions, problems and other information 20

2 Installation 6 Purchasing and adding licenses 8 3 Usage 3.1 3.2 3.

3 General WebConnector Manual for Daylite 4-3

4 The WebConnector plugin for Daylite 4 General WebConnector is an additional Daylite add-on of the company OSXpert Ltd. WebConnector embeds a context-sensitive Web browser for contacts, organizations, projects, opportunities and groups in Daylite 4. WebConnector is the perfect Daylite companion for doing research about your contacts and organizations within Daylite itself monitor your contacts websites, blogs and social media profiles (like on FaceBook, Twitter, LinkedIn, XING) or check their current address details on the web to keep your Daylite database up-to-date integrate web-based project-management or collaboration services with a specific project, opportunity or group in Daylite and much more Features WebConnector contains the following features: doing research about your contacts and organizations within Daylite 4 itself monitoring your contacts' websites, blogs and social media profiles (like on Facebook, Twitter, LinkedIn, XING) or check their current address details on the web to keep your Daylite database up-to-date integrating web based project management or collaboration services with a specific project, opportunity or group in Daylite System Requirements OS X: OS X 10.7 or higher Daylite: or higher WebConnector Manual for Daylite 4-4

WebConnector is the perfect Daylite companion for doing research about your contacts and organizations within Daylite itself monitor your contacts websites, blogs and social media profiles (like on

5 Setup WebConnector Manual for Daylite 4-5

6 Installation 1. To check the Daylite version you're using, go to the Daylite menu and select 'About Daylite' 2. To check your OS X version go to the Apple menu and select 'About this Mac' 3. Open 'WebConnector_for_Daylite4.dmg'. WebConnector Manual for Daylite 4-6

7 4. Perform a double-click on 'WebConnector.daylite-plugin'. 5. Confirm the following message with a click on 'Install'. 6. To finish the installation perform a click on 'Restart Daylite'. 7. To use WebConnector, you have to do some more steps. See the following chapter 'Purchasing and adding licenses' WebConnector Manual for Daylite 4-7

To finish the installation perform a click on 'Restart Daylite'. 7.

8 Purchasing and adding licenses In order to use WebConnector you need to have successfully purchased and added a valid license. If you have not yet aquired a license for this plugin you can do the following: 1. Open your Dayilte application 2. Go to 'Plugins' --> 'WebConnector' --> 'License...' 3. Perform a click on 'Visit Online Store'. 4. The button will open your internet browser and go to our online store 5. Enter the information in the text boxes and click 'Add' WebConnector Manual for Daylite 4-8

Go to 'Plugins' --> 'WebConnector' --> 'License...' 3. Perform a click on 'Visit Online Store'. 4.

9 Usage WebConnector Manual for Daylite 4-9

10 Searching people and organizations on websites 1. Open your Dayilte application 2. Select a person or a company 3. Click on the tab WebConnector (1) Previous Page (2) Next Page (3) Reload Page (4) Select 'Search this Contact in' (5) Select internet service (6) Gear (next step) WebConnector Manual for Daylite 4-10

Click on the tab WebConnector (1) Previous Page (2) Next Page (3) Reload Page

- (1) Open the result in the default browser - (2) Copy the link to the clipboard - (3) Save the searchresult as a label in the customer file - (4) Go to URL - (5) iosxpert Plugin

11 - (1) Open the result in the default browser - (2) Copy the link to the clipboard - (3) Save the searchresult as a label in the customer file - (4) Go to URL - (5) iosxpert Plugin Store - (6) Give us feedback to WebConnector 3. Select 'Search this Contact in' the left column (4) 4. Select a website in the right column (5) WebConnector Manual for Daylite 4-11

Plugin Store - (6) Give us feedback to WebConnector 3.

12 5. WebConnector shows you the result of your search WebConnector Manual for Daylite 4-12

13 Using web services 1. Open your Dayilte application 2. Select a person or an company 3. Click on the tab WebConnector (1) Select 'Use Web Services' (2) Select internet service WebConnector Manual for Daylite 4-13

14 4. WebConnector will show you the result of the selected internet service WebConnector Manual for Daylite 4-14

15 Save and open websites in projects & opportunities Save websites in projects & opportunities 1. Open your Dayilte application 2. Select a project or a opportunity 3. Click on the tab WebConnector 4. Click on the gear WebConnector Manual for Daylite 4-15

16 5. Select 'Add to Object...' 6. Enter name, URL (internet adress) and note WebConnector Manual for Daylite 4-16

17 7. Confirm your entries by clicking 'Add' - The web reference appears in the project or the opportunity Open websites in projects & opportunities 1. Open your Dayilte application 2. Select a project or the opportunity 3. Click on the tab WebConnector WebConnector Manual for Daylite 4-17

opportunities 1. Open your Dayilte application 2.

18 4. Select the stored web reference in the right column 5. Click on the relevant web reference. The website opens. WebConnector Manual for Daylite 4-18

19 Miscellaneous WebConnector Manual for Daylite 4-19

20 Questions, problems and other information iosxpert If you have problems, questions or general information requests please contact us: OSXpert Limited Germany Follow us on Twitter Business auf Mac und iphone Invoice address: Weiser Straße 32, Bendorf (bei Koblenz) Office: Engerser Straße 59, Bendorf Fon: Fax: Websites: - B2B-Lösungen OS X & ios - CRM für OS X & ios Director: Alf Ruppert WebConnector Manual for Daylite 4-20

com/iosxpertbiz ---------------------------------------------------------- Business auf Mac und iphone ---------------------------------------------------------- Invoice address:

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