Feature Requests

VAT ID, tax number, IBAN and BIC and, above all, the routing ID for the X invoice should be standard fields that do not have to be introduced individually by customising the fields. If they were standard fields, this data could be transferred to external accounting software, such as sevDesk, via the Finance Connector.

Open, Won, Suspended, Abandoned, Lost (opportunities) and New, In Progress, Deferred, Cancelled, Abandoned, Done (projects) may have been relevant long ago[1], but in today's AI driven reality—where both metrics and models get constantly shaped and reshaped at ever-increasing rate(s)—maybe not so much. Being able to choose our culture's, institution's, or individual words in this space (status labels ) may be considered by the uninformed or the inexperienced as trivial and dismissible. However, for those actively using Daylite and iOSXpert's plugins to shape and reshape our outcomes it is recognized such flexibility is the "subtle that shapes the significant"—outcomes and more... I recognize the programing/database management challenges the above request generates—if one sticks to old models and its metrics. Please consider this a a No Malice™ request to level up from a long-time collaborator seeking to help a key provide keep up, so I can keep up.

Read AI is a meeting copilot that can transcribe virtual and in-person meetings. Though it may be possible with Zapier, are there any plans to create an integration with Read AI or something like it?

Love it but takes long time to sync and crash almost every day

The new LinkedIn integration is a great and welcome feature, but I would like to suggest that it needs to be expanded with the ability to add Companies that one searches for on LinkedIn. Another approach could be to pull in the Company associated with a Contact when you pull that into Daylite. I believe there should also be an update feature to allow the enhancement of Companies or Contact that CoPilot determine already exists, but might not be complete. Thank you for considering this! Danyel

I'm wondering if there is any chance that you can add Time and Budget and many of these apps that you have into iPad and iPhone features..... Some of us almost exclusively use the iPhone and IPAD.

Love the new LinkedIn connection! We are currently using HubLead to bring contacts form LinkedIn into Hubspot, and bring any messaging from LI into HS. It would be great if your linkedIn feature allowed LinkedIn messages to be automatically brought in as well.

With our iOWeblink feature, we already make it possible to provide third parties with project information from Daylite via a website. We are currently considering using the same technical means to enable Daylite customers to provide a customer portal themselves. Your customers could then access data selected by you from your Daylite system via a website provided by us and exchange information with you. The aim is to offer your end customers more convenience by allowing them to access the information you provide 24/7 and to save you time that you would otherwise need to spend manually sending information to customers. We would like to start a discussion with you here as to whether you would welcome such functionality and what your wishes would be for such a portal. As a discussion starter, here is the functionality that we would find interesting: Ability to selectively share the following Daylite objects with a customer: People Companies Appointments Tasks Notes Any internet links Link to Dropbox folders with upload option (DayliteDocs) Time&Budgets Time budgets Functionality: Notification of external visitors when there are new messages or changes Faster loading times (faster than today with iOWeblink) Possibility to upload data (e.g. from the Dropbox folder connected via DayliteDocs) Possibility to download data Wizard functionality to make the selective sharing of information as intuitive as possible.

Teams and Zoom Buttons that allow you to schedule teams and zoom means for iphone and ipad… That would be the bomb!!!

It would be helpful to have the same level of integration with Google Drive as with Dropbox.