How do I save views in Daylite How do I save views in Daylite

How do I save views in Daylite

Julia Julia

The favourites bar is designed to allow the user quick access to their most commonly used objects in the database. These objects include Contacts, Opportunities, Projects, Calendars, and just about every other object in Daylite. In order to use the favourites bar, follow these steps:

  1. In Daylite, click on View-> Show Favourites
  2. You will notice that a grey space appears at the top of the Daylite Window.

Views in Daylite showing the Favoutires bar

  1. Choose an object you wish you add as a favourite, such as a contact or a project, and drag it to the grey space.
  2. When the mouse reaches the grey space, a green plus will appear. Let go of the mouse button and the object will stay in the bar.