Category Archives: Contacts

A discussion of address books, contact management software and related tools for dealing with people and information about them.

Daylite 6

I’ve not posted much the past few months. Work has taken most of my time. Still I thought I’d chime in and mention there’s a new Daylite out. Here’s the MacStories review. Christmas is my busiest time of the year so I don’t know when I’ll be able to review it. Hopefully I’ll have something in January.

I’ve actually not bought my copy yet. I’m trying to decide if I go for the cloud version. I probably will as I’ve had a lot of problems of late syncing to my iMac at home even with tunneling set on my router. Primarily because I don’t have a fixed IP address. I was using one of those free dynamic IP services but it was extremely flakey. Calculate in all the hassle of having to use a more robust service and suddenly the extra for the cloud version starts to make sense.

Dial Daylite Number

One of the things I was excited for in Yosemite was dialing numbers on my iPhone from my Mac. In particular I really wanted my CRM app, Daylite, to support Yosemite dialing. Unfortunately it doesn’t. You can still only call via Skype or Dialectic.

To fix this I wrote a quick little script that utilizes Yosemite to dial the current number. I’ve been trying to move away from my traditional Appscript + Python to do my scripting since Apple script isn’t supported anymore. So this is pure Applescript with all the pain that entails.1 

Since this involves GUI scripting it’s a lost cause trying to explain it too much. Basically it just checks to see if the view is in Company mode or People mode and gets the phone number from the associated UI element. It checks the mode by looking at the value of the button on the top of the window. When you’re in Company mode it’ll say “New Company” and in People mode it’ll say “New Person.” I use a “try” block so it doesn’t fail in an ugly way if you’re in some other mode.

It’s not perfect since you can have a pop up person when in Company Mode. I’ll probably add that condition in later if I find the time.

Continue reading Dial Daylite Number

  1. I actually tried to do it in Javascript but Apple’s Javascript doesn’t work well with UI scripting. At least I couldn’t get it to function correctly for getting values.

Appigo ToDo

ToDoI saw a review of Appigo ToDo in my feed and thought I’d throw in a mention myself. I really should give some short reviews of my favorite and most used apps. I know I will often buy an app just on the recommendation of people I respect like say Dr. Drang or MacDrifter.1 I’m not saying you should buy what I use, but perhaps some might like to know what I use.

Appigo ToDo is definitely one of my most used apps. I’ve never read any of the main GTD books but the general ideas seem fairly easy to grasp. Appigo has that nice ability to move from simple to complex without demanding a lot of structure the way some GTD apps do.

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  1. I don’t always end up agreeing with them, but I trust them enough to try the software out.

Evaluating Daylite Part 1

I said a few weeks ago that I was testing out the CRM app Daylite. I gave my original thoughts there but promised a deeper discussion of the app. I know a lot of people were curious about how my evaluation went. I’ve also had a lot of questions come my way. I have a ton of notes from my evaluation. I figured the best way to discuss the app was in terms of workflow. So I’ll have several posts each focused on a different aspect of workflow. 

I did end up buying Daylite. There are a lot of frustrating aspects to the app, but I simply liked it far better than most of the alternatives. Especially when compared with web apps like Sugar CRM or Salesforce. The version I tested (5.0.3) is vastly improved over the version (3.5) I tested a few years ago. However for every great feature there is something that just leaves you scratching your head. Hopefully the developers will read these posts and perhaps adjust the app somewhat in response. I’m not saying my views are right – workflows are very personal. How I use an app is certainly not how everyone else will use it. Likewise I’m still learning the app. I apologize in advance if I complain about not being able to do something when I just am ignorant of how to do it.1 

These posts will be half review and half suggestions for using Daylite that I’ve found. They’ll be quite involved. I’ll try and include a few tips too. Please don’t hesitate to correct me or ask questions.

Continue reading Evaluating Daylite Part 1

  1. That said I have sincerely looked for how to do things.

Testing Daylite

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My job functions tend to vary quite a bit over time. Sometimes I’m programming full time. Other times I’m helping out with sales or related matters. I’m now moving back into helping out a few companies I have equity in with their contacts. In the past when I’ve done this I’d used Contactizer. However that program is abandonware and won’t work with Mavericks. (Fairly dishonestly they still offer it for sale) I’ve used the default apps but they are extremely limited. Looking at the market most of the CRM styled apps tend to be web apps. For a variety of reasons I hate web apps. Even heavily AJAXed apps that have a veneer of a good UI. For the Mac that means ones choices are basically Daylite or Elements.

I didn’t do much evaluation of Elements. It’s quite expensive. For 1 user it’s $99 + $9.95/mo. It’s also a little to simplified for my tastes. Giant icons and the like. I was also worried how well it could integrate with the native Apple databases for calendars, todos, and contacts.

Daylite I’ve evaluated several times in the past. I never liked the UI but I’d often come very close to purchasing it. The UI finally has been streamlined. While I have some qualms, it’s much more like I want now. 

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