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iOSXpert Daylite Academy
Integrations & Add-ons
Developer & API Docs
Integration & Add-ons
Using Daylite and SignEasy
How to Send Contacts From MailChimp to Daylite With Zapier
Fone & Text
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?
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 7 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