How can I change the currency in my Daylite estimate?
Daylite will display the currency based on your Mac System Settings. The...
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How to customize Taxes in Daylite
Daylite allows you to customize your tax setup. This information is used...
Julia Julia
How can I setup custom Products and Services?
To set up custom Products and/or Services, you can do the following: WI...
Julia Julia
How do I email an Estimate to a Client?
From within an Opportunity, view the Estimate section. Click on the 'Cre...
Julia Julia
How do I add a logo to my estimate?
You can add a logo to your estimate by following the steps below: Login...
Julia Julia
How can I save a copy of an Estimate sent to a Client?
To keep a copy of the Estimate, double click on the Estimate listed unde...
Julia Julia
Where can I enter the estimate number and "valid until date" for an opportunity estimate?
Do the following: Working from the opportunity, click the Estimate tab...
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