#Does officetime integrate with tabs mac#
Clearly, TM is much more powerful than anything on the Mac side so I’m hoping Marketcircle beefs up Daylite to give the kind of functionality I’m used to. Like you, I’m still investigating my options re case management systems as I move from Windows to Macs. If the “add file reference” option is not in the menu, you can add it via preferences. Another is to right click the contact or project and select “add file reference” which opens a dialog box for you to find the file to link. One is to drag and drop the file to be linked onto the contact or project.
Jeff: Just an FYI to let you know that you can link files to contact and projects easily. Bento also won’t show me a list of all the people I am supposed to call today, along with the reason for the call and the person’s contact information. I can’t, for instance, see a list of all the active projects and detail about the currently-pending task for each project. My view of the data is limited, though, to a traditional record view. Using a smart collection, I can view only the active projects. Viewing the projects list in Bento will show me all my projects, even the ones that are no longer active. But, Bento’s focus is records and the ability to combine information from those records is quite limited.įor example, Bento lets me create projects and associate tasks with them. The most powerful way to use your data is to analyze and summarize the data. Bento is great at creating, editing, searching, and sorting records. To my eye, Bento’s critical failing is its lack of a record summary feature. Bento can do this easily with its file list data type.īento has its drawbacks too. The main drawback with Daylite is its apparent inability to link files to contacts and projects.
Bento seemed like a good candidate to replace Daylite because we don’t anticipate needing the multi-user features of Daylite.
#Does officetime integrate with tabs plus#
When Bento came out, it looked like it would do everything that Daylite can do plus a few things we need that Daylite can’t do. We have started to implement Daylite, but aren’t so far along that we won’t switch to something else. Our initial plan was to use Marketcircle Daylite for my wife’s law practice. I walked away impressed with Bento, but still wanting something more. I wrote in a previous post that I planned to put Bento through its paces.
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