Numbering plugin Setup
Set up Instructions for Numbering Plugin
Before you use your Numbering Plugin the preferences need to be set up. This is a simple process and should take about 2 - 5 minutes. Please watch the video at the top of this page to see exactly what you need to do. Or contact our support team.
Easy setup steps
Check your configuration
Download the connector
Watch the setup video
Configure in Daylite
Downloading, Installation & Licencing
Watch this video to see how to install the Numbering Plugin into Daylite 6.
Our plugins require Daylite 6 and Mac OS 10.10.5 as a minimum
Numbering Plugin Preferences...
After downloading and installing the connector go to the Plugins Menu in Daylite and select Numbering Plugin. Open the preferences as you will need to set these up before you can use the plugin.
Before you can use the Numbering Plugin it needs to be properly configured.
The Setup Tab controls the basic functions. And you MUST add the right click contextual menu to Projects and Opportunities in you Daylite Preferences/Personal section.
Setting up your number formats
The numbering plugin provides for a wide range of number and date formats to suite different needs. To control these go to the Numbering Tab.
Adding the Menu
The only way to add a project number is via the right click menu. You need to add the menu to Projects and Opportunities before you can add a number. Follow these simple steps....
Now that the menu has been added to the Contextual Menus for Projects and or Opportunities you can right click and use the Assign number to objective.
This can be done to a single Project or to all selected projects.
With Numbering Plugin 2 you can now run a number for each category and override the default numbers. You might need to number different types of projects with different number ranges. Just add a different number to each category and select if you want to number this category or not.
Adding dates to your numbers
The Numbering plugin provides a full set of date substitutions that can be used as tokens to append and build up numbers with date informations. These can be combined into a single number or separated with the prefix and suffix sections. For example if you wanted to add the year in front of the number just enter the following:
%yyyy%next number: this would = 201515 if the next number was 15.
%yy%nextnumber = 1515.
The tokens need to be encased in a single % sign front and back.
The number of characters entered will alter the formatting. So 2 lowercase y’s = 15 or 2015 abbreviated to 15. M = month. One M = the month number with no padding. For June it would be 6. Two Ms would be 06. Three would be Jun etc. So a full date of Year + Month + Day then Number would be: %yyyy%%MM%%dd%+next number.
Add numbers to Daylite Estimates (quotes) now with the Numbering Plugin 2. Add you own estimate template to Daylite and then use the Numbering Plugin to assign the next quote number. Read more
In App Purchase & Licence Management
All our plugin come with easy to use in Daylite purchasing and licencing. You don't have to go back to our website to purchase. Just do it right within Daylite.
Manage active users.... Assign which users are licensed to use the plugin
Manage subscriptions.... manage your payment subscriptions if you are paying monthly.. watch video
Add an existing licence... if you need to add your licence back into Daylite for any reason
Buy and new licence.. or subscription for the Numbering Plugin
Still having problems?
If you have followed all the steps and are still having issues don’t dispair. Contact our support team by completing the support form on this page. One of our friendly support team will respond shortly.
Support of provided in AEST (Sydney Time) Monday to Friday 9am to 6pm.