To track calls within Daylite itself, you can use Phone Amego's iCal logging features to record phone calls as calendar events in iCal, and then configure Daylite to synch with iCal. You can test searching for a matching contact in Daylite using the Find command in the History box under the Main tab. Whether you have one phone line or several, you decide whether and when to open a matching customer record. To bypass creating a contact in Daylite, press the Control key to open a Phone Amego Contact Card directly.ĭaylite Integration also works in the Call Window, the Call Log window, and the Multi-Line Call Status window. If no Daylite contact was found, you can click on the Contact Card icon to create and display a new contact in Daylite for that name and phone number. In Daylite 4 with Phone Amego 1.4.10 or later, Phone Amego can automatically create a note (task, or appointment) for the corresponding call if any. From there you can add a note or other information as desired. Pressing the Daylite icon will show the corresponding contact in Daylite. If a matching Daylite contact is found, a small Daylite icon will replace the Contact Card in the Call Status window. Daylite must already be running and logged in to a database. With Daylite selected, Phone Amego will search the currently connected Daylite database for a contact with a matching phone number when a call arrives and display the corresponding Caller ID name. Incoming Call Support (Daylite 3, 4, 5 & 6)ĭaylite Caller ID support can be enabled by selecting Daylite as the Preferred CRM under the Caller ID tab. If you press Option-Dial in Daylite, Phone Amego will open the Call window with the requested telephone number so you can select a telephone device to use for this call. You can set the currently selected telephone device by navigating to Phone Amego -> Recent -> Dial Using -> device. Phone Amego must be running in order to dial, and will use the currently selected telephone device by default.
You can add any notes and hangup directly from the Daylite Auto Dialer window.ĭaylite4-6 : Pressing and holding on the label next to a phone number will reveal a "Dial with Phone Amego" menu item.Įven without the Daylite Plugin, you can select a phone number in Daylite and dial using any of the supported methods (Hot Key, System Service, or PopClip Extension). You may need to relaunch Daylite for it to find the plug-in.ĭaylite3 : With the Daylite plugin installed, Phone Amego will appear in the popup list of dialing devices when you navigate to Daylite -> Actions -> Dial Primary Phone. When you enable "Plug-Ins" under the Main tab, Phone Amego installs a Daylite dialer plugin for you automatically. If you are using FoneConnector (Phone & Text) for Daylite integration, please leave the built-in Daylite Integration turned off so they do not conflict. Phone Amego provides built-in support for Daylite, a popular business productivity manager from Marketcircle.
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