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.