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Contact Management

Integration & Add-ons

Using Daylite and SignEasy

How to Send Contacts From MailChimp to Daylite With Zapier

How to use PieSync to Share your Daylite Contacts

WuFooConnector Plug-in

iPhone & iPad

Adding a photo for a Contact on your iPhone or iPad

Daylite contacts missing on your iPhone & iPad

Why doesn't Daylite on the iPhone and iPad show the alphabet index for contacts?

Using Forms

How to manage renewal or expiry dates for policies and contracts using extra fields.

Tracking Relationships & Follow Ups

How to track referrals, and organize contacts and appointments with linking

How to stay on top of individual follow ups

How to stay on top of calls and notes

How to keep track of calls, notes, and follow ups

How can I remove a relationship that currently exists between 2 people/companies?

See all 8 articles

Email & Mail Blasts

How to segment clients for mail blasts and other initiatives

Which Email Address is Used when sending an email from Daylite?

Sharing Exporting & Printing

Creating a Mailing Label Template in Daylite

How to print emails directly from the Activity View in Daylite

Printing/Exporting contacts that are linked to a group in Daylite

How to Share Daylite Contacts With Other Contact Applications

How to export your contacts as a VCard

See all 18 articles

Organizing Segmenting & Reporting

How to sort contacts with Categories & Keywords

How to create, rename and delete a folder in the sidebar

How can I automatically link objects to a contact's default company?

How to save a created Smart List

How can I add columns in the multi-column view?

See all 17 articles

Creating Editing & Importing

How to import contacts from a spreadsheet

How to import contacts from Apple Contacts

How to create a new contact in Daylite

How to get your contacts into Daylite

How to make a default company for a contact

See all 19 articles