Feature Requests

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

The Teams API allows for adding external invitees to an existing meeting. Please add this feature to the Productivity add-in. Would then allow full management of Teams meetings within Daylite.

It would be helpful to be able to put other Daylite users in the org in as cc's on the outgoing email template. If you want anyone else to see the email, you have to do it manually one at a time as they pop up in drafts.

Right now you can start an opportunity and link it to projects, or elevate to a project, but we routinely have situations where projects will evolve into new ones or be linked between projects. Example, a client inquires about doing a Financial Plan and executing some trades and doing updates to thier beneficiaries. Ideally we would like to be able to handle each as an individual project but since they are all one and the same inquiry (with compltely different processes and follow up) we would like to be able to link them together so we know the status of all of them when updating the client.

How about some ability to generate a FaceTime Meeting inside daylite just like zoom/webex? I've left zoom behind due to privacy/using my data for their AI. I tried webex (zoho, and more...) and found them lacking in either UX design, audio/video capabilities, and more... An added bonus, you can brand this new FaceTime cross-link as saving your clients (a good majority of them are small business owners-like me) as iOSXpert lowering their operating margins by tapping into a underutilized resource. Sure, I can continue to initate the facetime call by way of going to the calendar app to initiate the facetime call and copy and past it back into the Daylite/iOSXpert space, but is that what you really want? I'm happy to help in the beta testing.

Two way sync would be amazing on the outlook integration you have :)

Hello, I would love to see my projects/todos with a mindmap view/editor and be able to add/ update / delete the projects / todos from this view too. With best regards, Juliette

Please give me a button or feature that can allow me to duplicate Outlook meetings. I can have outlook meetings in daylite with all the appropraite tagging...

Just like Acuity Scheduling Integration, have it for Calendly

Have some settings to map acuity (form) fields to Daylite fields e.g. for contact details, or with a form-definition.