5 Steps to Overcoming Your Inbox Webinar
In a small business, you’re too busy and have too little time. So stop s...
How to Manage Email On-Demand
Email On-Demand allows you to view the emails you add to your database w...
How to automatically link emails in Daylite
You can set your Apple Mail preferences to automatically store emails in...
Can everyone see the email that I am bringing into Daylite?
By default the visibility on an email is set to public. However, if ther...
How can I link my email to a Contact in Daylite Mail Assistant?
You will need to click on the name of the suggested user to link them. O...
How can I unlink a contact from an email when using the Daylite Mail Assistant?
Contacts that are currently linked to an email will appear highlighted i...
What does the number beside "MESSAGE" represent in the Daylite Mail Assistant panel?
The number beside "MESSAGE" is shown when the email you are trying to li...
How can I email a note that was created in Daylite?
To email a newly created note or an existing one from Daylite:
Highligh...
How to Add a Category to an Email Automatically
Daylite can add a category to an email automatically with Default Values...
How can I set the category and keywords for existing emails in Daylite?
You can set or update the category and keywords for emails in Daylite. D...
How can I add an email into Daylite using the Daylite Mail Assistant?
When you launch Mail and select an email, the Daylite Mail Assistant pan...
Email on Demand FAQ
What is Email On Demand?
Email On Demand enables Daylite to get the cont...
How to Send Email to a Team With Team View
Team view gives you the ability to send whole teams emails with the clic...
How to Add Tasks Using Daylite Mail Assistant
When viewing an email in Apple Mail, you can create a Task in Daylite, r...
How to add previously received emails to Daylite
If you are new to Daylite you may have emails from the past that you wan...
How do I link an email to a contact that doesn't exist in Daylite?
You can add the contact to Daylite by following these steps:
Highlight...