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  5. Daylite Basics

Daylite Basics

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  • Why use Daylite for Project Management?
  • Why use Daylite for CRM & Contact Management?
  • How to take notes and link them to things in Daylite
  • What is Daylite?
  • Filtering
  • The Daylite Mail Assistant
  • Achieving Inbox Zero
  • Getting Things Done with Daylite
  • Importing Contacts & Calendars
  • How to link files in your database
  • How to Delete a Record in Daylite
  • How to Use Daylite Groups
  • Activity Timeline
  • I accidentally closed a tip window, how can I restore it?
  • Major Objects
  • Touring the Daylite Interface
  • Intro to Linking
  • Data Entry Customization Preferences
  • Setup - Personal Preferences
  • Using Quick Search
  • Can I use Daylite Without an Internet Connection?
  • Consultation, Workflow Analysis, and Customized Training
  • Best practices with default values
  • How is Daylite different than online applications?
  • How do I link and unlink things in Daylite?
  • How can I view and sort People, Companies, Projects, Opportunities, Tasks, and appointments in a list view?
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