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Contact Management

Integration & Add-ons

Using Daylite and SignEasy
How to Send Contacts From MailChimp to Daylite With Zapier
Fone & Text
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 can I print emails 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 remove the Plugin Centre from Daylite
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
See all 18 articles

Creating Editing & Importing

Phone Numbers Formatting
How to print or export Notes from Daylite
How to import contacts from a spreadsheet
How to import contacts from Apple Contacts
How to create a new contact in Daylite
See all 20 articles

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