Link Objects to a Person's Default Company

In the Daylite Preferences for Companies, you can choose to link emails, notes, tasks, appointments, projects and opportunities to the default company. 

Alt text

Once you have that in place, you'll want to ensure that the Company linked to a Contact record has been set as the Default Company.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us