Create, Customize & Import
- How to import contacts from a spreadsheet
- Bulk Edit Contacts
- How to Combine Duplicate Contacts
- How to set primary phone numbers, addresses, email addresses and Companies in Daylite
- How to bulk change the owner of objects in Daylite
- Can I import leads from web forms in Daylite?
- Customize Company Preferences
- How to create a new contact in Daylite
- How to Print a Form
- How can I add another field to my contact card?
- Customize Phone Number Formatting
- Roles & Relationships
- Contacts not importing from the Contacts app or vCard
- Data Entry - Duplicating Objects
- I am unable to import a vCard into Daylite.
- Phone Numbers Formatting
- Add Label
- Data Entry - Grab address & phones from Company
- How to make a default company for a contact
- Link Objects to a Person's Default Company