Day Planner Pro
Access your daily planner from anywhere!  Like Outlook, Act and Franklin Covey on Steroids!

Benefits and Features

Ideal for small businesses and home-based businesses, this robust Web-based application will help you focus on your highest priorities, maintain a balanced schedule, collaborate with and track clients, and much more. Below are explanations of the key features of this exciting new software.

Familiar Planner Interface



(Interface)

Day Planner Pro has a familiar planning interface that gives you quick access to the key data you need every day, including a Prioritized Daily Task List, Appointment Schedule, and Daily Notes. The interface is built on a simple treeing system that allows you to quickly navigate through various planning and tracking modules.

Integrated E-Mail Client


(create e-mail)

The E-Mail client allows you access to all your e-mail accounts in one place and allows to filter mail as it arrives. Received e-mails can be added as notes to tasks and events with a single click of your mouse.  Add contacts directly from e-mails eliminating the need to type confusing e-mail addresses.

Powerful Contact Management Features


(Contacts)

You can easily track leads, organizations, contacts, tasks, appointments and files. Sales teams can collaborate on a single database from anywhere in the world.  You can quickly search and manage your contact base as well as track and show all activities or history for any client.  With Day Planner Pro you can:
  • organize all your contacts in unlimited contact folders
  • share contact folders (a company address book is created by default) with others
  • search contacts in any folder
  • integrate with web mail address autocomplete
  • use the company directory automatically provided - every user can update his/her own contact details
  • sync contacts with Outlook, Palm, PocketPC or mobile phones using the optional SyncML connector
  • import/export contacts to/from Outlook and most other applications in CSV format. Supports Unicode.

Easy Windows-like File Management




(Documents)

Users can store files on the remote server, and access them from everywhere using a browser. Files are organized in unlimited folders and subfolders, with an easy Explorer-like navigation from within the web browser. Documents can be opened with a single click. Files and documents can also be accessed and uploaded by mobile users on the road using PocketPC.  Document folders can be shared with other users, communities, groups, have different access permissions (ex read, write, delete...).  Users can save incoming attachments to a remote folder, for later access or sharing. Remote files can also be sent out as attachments. This often saves a lot of time for documents that are sent out often, as it avoids uploading the same attachment every time. It is possible to drag & drop files and entire directories as normal from the desktop directly onto the remote folder. Works integrated with all the Office applications to open, create, save files. All the communication is firewall friendly using HTTP communication (or HTTPS for maximum security).

Advanced Search Feature

The built-in search utility is remarkably fast and can search every aspect of the database in seconds. This allows you to quickly find critical information about clients, organizations, sales opportunities, daily notes, tasks, e-mails and much more.

   

 

                                                                     
Tracking Critical Information



(Sharing Items)

  • every user can create unlimited calendars (a company calendar and a personal calendar are provided by default)
  • use daily, weekly or monthly view
  • share calendars with other users
  • setup email reminders for events, even connected with popup instant messaging alerts
  • view some or all the calendars combined to get a full view at a glance and to spot overlapping events
  • create and edit recurring events.
  • mark events as private or public, set free/busy status, category, etc.

 

 

 

 

 

Tasks

  • set tasks (associated to a calendar), assign due dates, mark as completed
  • view tasks in the calendar or in the task list
  • assign tasks to other users (see below), get task completion notifications
  • hide or show completed tasks
  • highlight overdue tasks
  • view pending tasks in the home page
  • all tasks and events are relative to the user's personal time zone, to synchronize coworkers with different time zones
  • access and create tasks and events from PocketPC, Palm, mobile phone, either via web browser (in real time - no synchronization) or via SyncML sync with the device's calendar


 Meeting planning and task assignment

  • interactive search for free/busy time of other users to plan a meeting
  • invite users to meetings/assign tasks. Invitations can be sent using ICal format, and turn into proper events in DeskNow, Outlook, Notes.
  • track accept/decline/tentatively accept replies and change status in list of attendees
  • receive and accept invitations sent with Outlook, Notes
  • send/receive invitations to/from users of other domains using Outlook or Notes
  • invitations can be accepted directly from the received email or from the calendar

Instant Messaging

 Resources

  • Administrator can define bookable resources
  • users can search for free/busy status of resources
  • required or optional resources
  • automatic accept/decline of resource booking
  • Administrator or other selected users can view the schedule of a resource: who has booked it, when, for what event
  • resources can also be booked from external mail client (Outlook, Notes)

 

Customized Features and Fields

One of the exciting new features is custom fields. Adding custom fields in the Contact manager, allows you to quickly sort your customers by any given custom field.



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