How to create, rename and delete a folder in the sidebar

Creating a New Folder

In Daylite you can create folders in the sidebar to help organize your Lists and Smartlists.

1. Select an Object in the sidebar (i.e People, Companies, Projects etc)

   

2. Select File > New > New Folder from the Daylite menu bar

3. Provide a name for your New Folder

   

4. Once your folder has been created you can drag and drop Lists and Smartlists into the folder to help keep your categories organized.

Delete or rename a Folder

You can easily rename or delete a folder in a few steps if you no longer need it.

1. Select the folder you would like to change

2. Right-click to produce a drop-down menu. From here, you can delete or rename the folder