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Customization & Settings
- How to Manage Email On-Demand
- How To Show Tasks, Projects, Opportunities, Birthdays and Anniversaries On My Calendar
- How do I customize Letter Templates in Daylite?
- How to enable Superuser Access in Daylite
- How do I add and edit custom fields?
- How to auto-fill Projects & Opportunities with information
- How To Customize Company Preferences in Daylite?
- How do I customize Letter Templates in Daylite?
- How do I customize the Opportunities Preferences?
- How to Change the First Day of the Week
- How to customize your contextual menu
- Changing a Limited or Normal User's Advanced Access Settings
- How to adjust Text size and Sidebar size in Daylite
- How can I setup custom Products and Services?
- Data Entry - Contextual Menus
- How can I customize phone number formatting?
- How can I add a new label?
- In a multi-user environment, should I set up preferences for every user on their computer?
- How can I customize default values in Daylite?
- Best practices with default values