Phone extensions
MyLeft...@gmail.com
because I find the program so anti-intuitive and the documentation
woefully inadequate.
I just spent (wasted?) 30 minutes trying to figure out where to put a
phone extension. Finally put it in the Tagline field, because at least
that is on the same page.
What's the secret? I can't believe they've overlooked something so
screamingly obvious.
TIA.
And can someone explain to me the logic behind the disconnect between
Contacts and Organizations and how to handle it?
Creed
> I'm not exactly new to Daylite, but I keep putting off implementation
> because I find the program so anti-intuitive and the documentation
> woefully inadequate.
I agree that the documentation is less-than-ideal, especially when it
comes to 'real-world' applications of the program, but I'd have to
respectfully disagree when you say anti-intuitive, especially in
version 3.
> I just spent (wasted?) 30 minutes trying to figure out where to put a
> phone extension. Finally put it in the Tagline field, because at least
> that is on the same page.
>
> What's the secret? I can't believe they've overlooked something so
> screamingly obvious.
Phone extensions can go in the phone field itself.
Simply type space and an Option-x in the field to get the symbol.
<http://www.marketcircle.com/kb/idx/0/234/article/>
> And can someone explain to me the logic behind the disconnect between
> Contacts and Organizations and how to handle it?
The logic disconnect, as you call it, is because, primarily, Contacts
are people and Organizations are companies (or similar) that those
Contacts work for: you can have a single Organization that employs
multiple Contacts.
That way, you have a single Organization with the primary address,
generic company phone numbers, etc. while the Contacts' details are
things like their home address, mobile number, specific email address,
etc.
To 'relate' a Contact to an Organization, simply drag it from one to
the other; you should get a dialog to assign that Contact a Role within
the Organization (which you edit in Preferences>Roles & Relationships).
Most of the power in Daylite comes from the ability to relate different
areas of information, which goes far beyond a traditional PIM.
You might also want to take a look at the recently-created forums
(<http://forums.marketcircle.com/>), where most of the support traffic
that used to be on this list now finds itself.
HTH