To print or export emails linked to any object in Daylite like Project, Opportunity, Person etc, please follow these steps:
- Open the object's record in Daylite and select to only view emails in the Activity View
- Select all emails that you’d like to print/export (Press and hold the Command key, then click the items - they don’t need to be next to each other. For adjacent items, click the first one, then press the Shift key and click the last item. All items in between will be included in the selection.)
- Right-click and choose Print—> a printing window with the emails' details will display
- Select the Print button and you will see an option to either print or save as a PDF:
Note If you do not see the option to print in the right-click menu, please select the "Customize this contextual menu" button. On the left-hand side of the window that opens, you will have the items listed that are possible actions to add to your contextual menu. To add these, simply double-click or drag them over to the box on the right. In this case, we’re wanting to add the ‘Print’ action. To do this just select ‘Print Selection’ and drag it over to the box.
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