🎬 How can I add contacts from WhatsApp to Daylite?

In this article you will learn how to add or link contacts from ChatMate Pro to Daylite. To find out how to establish a connection between ChatMate and Daylite, click here

Link an existing contact in Daylite:

1. Open ChatMate Pro and select a chat participant
2. If the phone number of the chat participant has not yet been linked to a person or company in Daylite, the Daylite icon to the right of the contact name will be greyed out.
3. Click on the grey icon (See screenshot)
   
   
   
   
4. A window will open in Daylite giving you the option to link the phone number to an existing contact if Daylite already finds a person or company with the same name
   
5. Confirm the existing contact with a double-click
6. The phone number of the chat participant is automatically transferred to the contact

Create a new contact in Daylite:

1. Open ChatMate Pro and select a chat participant
2. If the phone number of the chat participant has not yet been linked to a person or company in Daylite, the Daylite icon to the right of the contact name will be greyed out.
3. Click on the grey icon
4. A window opens in Daylite which gives you the possibility to create a new person or a new company in Daylite
5. Select one of the two options by double-clicking on it
6. A data entry screen opens in which Daylite automatically fills in the Name and Phone number fields.
   
7. You can now complete and finish the contact

After a contact has been successfully linked, the Daylite icon is displayed in colour.

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