How to adjust Text size and Sidebar size in Daylite
The default Daylite text size is set to “Medium”, but it can be adjusted...
Julia Julia
How do I add and edit custom fields?
Custom Fields are extra fields that can be set with a custom label so yo...
Julia Julia
How can I customize default values in Daylite?
You can set up default values that will enable Daylite to pre-populate t...
Integrated Daylite With Over 1000 Apps
With Zapier you can move data between Daylite and the other tools you us...
Julia Julia
How can I add sidebar items to the favorites bar
When using Daylite you can set up your favourite or most used often item...
Julia Julia
Using Forms
This video is part 5 of 9 in the Winning New Business training series. T...
Julia Julia
How to Close Daylite Tabs
From time to time you may need to close certain tabs in Daylite. This ar...
How to customize your contextual menu
Turn your most frequently used menu commands into a right-click function...
How to Create Categories and Keywords
Watch this video to learn how to customize your Categories and Keywords ...
Julia Julia
How do I create Activity Sets?
Watch this video to learn how to create Activity Sets or follow our writ...
How do I create custom Forms?
Watch this video to learn how to customize and manage Forms: Watch the v...
Julia Julia
How do I save views in Daylite
The favourites bar is designed to allow the user quick access to their m...
Julia Julia
How can I customize the contents of the email for external meeting invitations?
Content can be customized when sending out the External Meeting invite. ...
How can I add a new label?
Daylite uses labels for phone numbers, addresses, as well as electronic ...
Julia Julia