How can we help you?

How can we help you?

Getting Started

Installation and Updates

How do I install or manually update Daylite on my Mac?

How do I install Daylite Mail Assistant on my Mac?

How to Update Daylite

How to uninstall Daylite?

How can I uninstall Daylite Mail Assistant?

Logging In

How to access multiple Daylite databases on the same device

How to log into Daylite

How do I know which Daylite cloud database I am currently logged into?

Migrating to Daylite Cloud from Self-Serve

Industry Packs

Can I use the Daylite Industry Templates if I already use Daylite?

Industry Pack for Recruiting

Industry Pack for Music

Industry Pack for Financial Services

Industry Pack for Design

See all 10 articles

Customizing Daylite

How to adjust Text size and Sidebar size in Daylite

How do I add and edit custom fields?

How can I customize default values in Daylite?

Integrated Daylite With Over 1000 Apps

How can I add sidebar items to the favorites bar

See all 15 articles

Projects, Tasks & Workflows

How to organize and prioritize tasks within a project

The Project Pipeline

How to create pipelines with activity sets

Delegating Projects

See all 6 articles

Getting Organized & Efficient

How to be more productive with Daylite

Calendar Management

Classifications Concepts

Filtering with Smart lists

Task Management

See all 8 articles

Winning New Business

Opportunities Concept

The Opportunity Pipeline

Pipelines with Activity Sets

Delegating Opportunities

See all 6 articles

iPhone & iPad

Rules for syncing Daylite on the iPhone and iPad

Daylite Basics

What is Daylite?

How to create Daylite letter templates in external applications.

Keyboard Shortcuts for Daylite

Accessing your Daylite Invoices

How to take notes and link them to things in Daylite

See all 26 articles