How to create, rename and delete a folder in the sidebar
Creating a New Folder In Daylite you can create folders in the sidebar t...
Roxy Roxy
How can I automatically link objects to a contact's default company?
In the Daylite Preferences for Companies, you can choose to link emails,...
How to save a created Smart List
Once you have filtered the information that you want and would like to s...
How can I add columns in the multi-column view?
In order to add additional columns in the Multi-Column View for sorting ...
Roxy Roxy
How can I view my contacts in the column view?
There are two different ways to view the contacts in a Multi-column view...
Julia Julia
How can I view all of my leads in one list?
When you create a new person's record, tag that person with the category...
Julia Julia
How can I link a contact with a group?
You can link one or many contacts and companies to groups in Daylite. He...
Smart lists
Julia Julia
Insight View for Contacts
This video is part 7 of 7 in the Getting Organized and Efficient trainin...
Julia Julia
Running reports on contacts with Insight View
Watch this video to learn about one of the most powerful Daylite 5 featu...
Julia Julia
Timeline & Activity View
Timeline and the improved activity view make it easier to navigate throu...
Julia Julia
Printing Envelopes & Labels
Printing envelopes and labels is as simple as selecting the people you w...
How do I customize Roles and Relationships?
You should set up a basic set of user roles and relationships once, befo...
Julia Julia
How can I create a smart list to display contacts owned by me?
You'll need to create a smart list by performing the following steps: ...
How can I Create, Save and Share a Smart List
Watch this video to learn how to create a Smart list: How to save a Sm...