Daylite Forms Exporter - free your forms data!

Version 1 .1 UPDATE available, Dec. 15., 2010:
Forms Exporter now exports forms data from Projects and Opportunities too (by popular request). Small interface-related bug fixes. Download here »

Did you know? Although you can store structured information in forms in Daylite - it's not possible to export the forms data. The forms data is stuck in Daylite and there’s no way out (except for programmers).

With our Forms Exporter plugin it's finally possible for every Daylite user to extract all that valuable information. Let it be for Excel, Numbers, FileMaker databases etc. for analyzing and importing forms data in other applications or any means of post processing.

exports max. 10 forms
System requirements: Intel-Mac (PPC-Macs not supported) with Mac OS X,
10.5 or 10.6 (tested with 10.5.8 and 10.6.4), Daylite 3.10 or newer Daylite 3.x.

Please send feedback and bug-reports via e-mail to hallo@daylite.biz »

Examples for usage:

In sales and marketing: Use forms to store custom, client-related information for contacts and organizations. Then extract and analyze the data for marketing purposes, like for mailings.
In telemarketing: Call Centers can use Daylite to manage complete jobs for their clients, qualifying thousands of contacts by phone (and FoneConnector), adding individually structured client data in forms, attaching them to contacts or orgs and finally exporting all that forms data along with the appropriate contact/org data for handing out to their clients.
In education: Store personal qualification and exam data in forms for students, export that data and generate printed certificates.
In legal / law: Store structured data for legal cases in forms, export an analyze the data or import that structured data into other software for the legal industry.
In IT-management: IT-consultants can store license information in forms and perform exports to get a quick overview - e.g. for checking the status of expiring software licences every month.

And many, many more scenarios ...

Quickstart manual

Click on the pictures, to read the red hints

1. Add (lots of) forms to contact, organizations, opportunities, projects.
Create your own forms in Daylite > Preferences > Forms

2. Select contact, organizations, opportunities, projects that have forms attached to them
It’s easiest, if you create a smart list, that selects objects with a specific form

3. Choose Actions > FormsExport from the Daylite menu to open Forms Exporter
Click on the picture to see what options you can choose. Select the desired form from the list and click the Export button. A file dialog asks, where to save the exported file. The output is in text format, that you can open with any text editor (beware to preserve formatting and encoding).

4. Finally, import the exported forms data into another application
If you import the data into Excel, then choose Windows ANSI from the encoding/origin pulldown of the text import dialog. Or use any other application that can import text-based data and experiment with the export- and import-settings to find out what works best for you.