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Getting Started
- Install Daylite Mail Assistant?
- Daylite System Requirements
- How to take notes and link them to things in Daylite
- How can I view and sort People, Companies, Projects, Opportunities, Tasks, and appointments in a list view?
- Is there a PC version available of Daylite?
- How to Create Categories and Keywords
- Smart Lists
- Using Forms
- How to Use Daylite Groups
- How do I link and unlink things in Daylite?
- Calendar Management
- How to use notes as meeting minutes
- How to Delete a Record in Daylite
- How does Daylite handle attachments?
- Best Practice for Customizing Categories and Keywords
- How can I create a Smart Calendar?
- How can I add sidebar items to the favorites bar
- Filtering with Smart lists
- Intro to Linking
- Activity Timeline