The Complete Feature List
New in 4.1 - More Daylite, More Flexibility and PowerDaylite
- Automatic assignment of data to Category, Keywords, and ‘Extra Fields’
- Rules allow specifying direct data or derived data
Transient Mode
- WhoPaste launches only when the service is requested and automatically quits
Zap Mode
- Ignores labels on text lines with phone number, email addresses
Word-Based Phone Numbers
- 1-800-WALMART
Phone Numbers
- Now allows user full control over the order of assigning unlabeled phone numbers
Nicknames
- Better handling of nicknames + option for assigning nick names = first name
New in 4.0 - More Daylite, Social Network Tool, New Modes of Operation
Daylite
- Support for the 12 ‘Extra’ Contact text fields and the 4 ‘Extra’ Contact date fields
AppleScript
- four commands: newContactFromClipboard, newContactFromText, newContactFromFileContents, newContactsFromFiles
- four Automator actions implementing each of the four commands
Social Network Tool
- one click opens a single Safari window with each selected social site on its own tab
- urls from social icons added to contact creation
Auto Save Mode
- no review window - instant saves
Vacuum Mode
- grabs email addresses, phone numbers, urls, and postal address when dispersed thoughout text
Prependix
- all data appearing before a trigger value sent to ’Notes’
- contact data extracted from remaining text
- inversion of existing ‘Appendix’ triggers
International Addressing
- re-evaluate address when user selects a country from the popup list
‘Write to Watched Folder’ and ‘Execute Script’
- new option to forego recording to designated repository
Features
Basic Usage
Always Instantly Available
- User configurable system-wide hot key OR
- Contextual Menu (optional plugin with installer)
- When using Snow Leopard a service is available
Uses the text on the clipboard
- with Snow Leopard service - simply select text
- with Tiger or Leopard - ‘Copy’ text inside any Macintosh application
- supports plain text, rich text, and tab-delimited data
Recognized contact data elements include:
- first name, last name, title, suffix, and nickname
- organization name and job title
- mobile, work, home, and fax phone numbers
- home and work email addresses
- instant message handles
- home and work street addresses
- web page URLs
Citation for source information added to Notes
Optional create date, tags, and source data added to Notes
Supported Storage Options
User choice of any or all storage options
Window in selected storage can optionally be opened after creating new record
Add SMS email address [US ONLY]
can be added to each new extraction or update all contacts (or selected group/categories)
uses only phone numbers labeled as ‘Mobile’ or cell
allows sending text messages via email (usually free for sender)
Apple - Address Book
- optionally add to 3 groups
- match detection by email address, first & last name, and phone (match viewed in Address Book)
Google - Google Contacts
- optionally add to any Google system group and to 3 personal groups
- automatic login - password stored in Keychain
Marketcircle - Daylite -
- contact - optionally assign Category, Keywords, Priority, Tagline, and Flag
- organization - optionally assign Category, Keywords, Industry, Region, Type, Priority, Tagline, and Flag
- match detection - view match in Daylite window
Microsoft - Entourage
- optionally assign 3 categories and add to 3 projects
- match detection by email address, first & last name, and phone (match viewed in Entourage)
User-based licensing
Flexible
- User licenses can be installed on any Mac
- Licenses can be transferred to other Macs
- Licenses can be deactivated
Easy to Manage
- First user registered is license manager
- License manager receives an email upon every registration attempt
- Only license manager can transfer or deactivate
- Manager action also send email confirmations
Review Window
Clean toolbar-based user-interface
Drag and drop data between any field (Option drag to copy data)
includes support for partial data
includes context menu for on-the-fly hint management (includes an automatic re-extraction)
Onscreen data presence indicators also support swapping or copying data
Option Double Click to swap data between first and last name; org name and job title; city and state
Country popups loaded with default ‘local’ countries - option click to access all countries
Extensive tooltip hints
Optional ‘Send Sample’ function to assist in constant extraction improvement
Re-invoke hot key to bring open window to front if it gets covered by other application windows
Extensive Preferences and Defaults
Sophisticated case conversion options
World ready phone formatting - automatically formats phone numbers for dialing from anywhere
Country-based and user managed rules for phone number lengths and postal code formats
Format phone numbers using Address Book phone formats
Include/Not Include Organization and Job Title in extraction
Default contact values for city, state, postal code, and country
Capture sender email address from Mail and Entourage documents
Capture SMS-to-email address from mobile phone - adds to extracted data [US ONLY]
User terminology for ‘Home’ and ‘Work’
Treat unlabeled data as ‘Work’ or ‘Home’
Prefer doubled first names or doubled last names
User managed ‘Sparkle’ support - application update notification and installation
Initial view selection
Logging and ‘Email log’
Tooltip display speed
Contact data shown in bold
Extendibility
Archive source data as either individual file or append to existing
Write to a watched folder
Support for Dymo LabelWriters and Ambrosia’s EasyEnvelopes
User managed contact title and suffix lists (language based)
Post process execution of user managed scripts
full contents of extraction passed as AppleScript record to script
fully commented simple example script supplied
“Mail-Merge” script samples for Pages and Word are also provided
User managed hint files for Organization Name, Job Title, and Street Names (language based)
bulk edit by dropping text files on list
in-process context menu for adding hints directly from data and re-extracting on-the-fly
export hints to Clipboard or file (useful for office-wide terminology updates)
Auto-load Hints when Preferences are opened
User managed ‘ignore’ tokens (language based)
Built-in mechanism for sharing hint files back to vendor to enrich community
Citation is based on exposed AppleScript - drop in new script
- sample scripts provided for Apple’s Mail, Safari, Pages, and TextEdit as well as Microsoft’s Entourage, Excel, and Word
Spreadsheets
Supports extraction of multiple contacts directly from spreadsheets
- column names optional
- defaults for multiple name and address street fields
- review window provides for full individual edits after extraction before saving
- search support in review window list
- ‘Save Selected’ or ‘Save All’
- Remove from list function
WhoPaste Manager
A Macintosh application for installing and removing the WhoPaste components
- this application is what is downloaded from the website
- one button install or remove of the components of WhoPaste (including contextual menu plugin or Snow Leopard service)
- convenience tool for starting and stopping WhoPaste
WhoPaste Manager creates a login item for WhoPaste for the current user
Contains instructions and an assist for configuring the WhoPaste invocation keyboard shortcut
Contains a built-in viewer for WhoPaste instructional videos