Phone Amego User's Guide

Daylite Integration

        Introduction Description Configuration Bluetooth Google Voice Landline VoIP Placing a Call Caller ID Lookup Call Records Daylite Integration Helpful Hints Spotlight on Innovation Phone Amego Application Frequently Asked Questions (FAQ) Thank You! Reviews & Comments About Us

Phone Amego provides built-in support for Daylite, a popular business productivity manager from

Marketcircle.

Daylite Dialer PlugIn

When you enable "Plug-Ins" under the Main tab, Phone Amego installs a Daylite dialer plugin for

you automatically. 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. 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.

You can set the currently selected telephone device by navigating to Phone Amego -> Recent

-> Dial Using -> device. 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.

Incoming Call Support

Daylite Caller ID support can be enabled by checking Daylite Integration under the More tab.

With Daylite Integration enabled, 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. Daylite must already be running and logged in to a database. If a

matching Daylite contact is found, a small Daylite icon will replace the Contact Card in the Call

Status window.

Pressing the Daylite icon will show the corresponding contact in Daylite. From there you can add

a note or other information as desired.

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. To bypass creating a contact in Daylite,

press the Control key to open a Phone Amego Contact Card directly.

Daylite Integration also works in the Call Window, the Call Log window, and the Multi-Line Call

Status window. Whether you have one phone line or several, you decide whether and when to

open a matching customer record.

You can test searching for a matching contact in Daylite using the Find command in the History

box under the Main tab.

Tracking Calls within Daylite

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. For more

information, see "Easy application syncing with Mac's Daylite CRM" and "Daylite Synchronization

Guide".

I am considering extending Phone Amego to create calendar events in Daylite that are linked to

the corresponding contact automatically and would like to hear from Daylite users who might be

interested in this feature.

Mac App Store Version

Since the Mac App Store version of Phone Amego is not allowed to install plugins, you can

download a folder of Phone Amego Extras from our download page and install the plugin

yourself, or contact the developer directly to re-enable this feature.

◀ Previous   Next ▶