In this video we show you where the web features of the Web&Map extension can be used in Daylite.
With Web&Map you can open website contents directly in Daylite and attach them to Daylite records.
Web&Map offers three options to access website:
- In the Daylite sidebar navigate to Web&Map and click on Web. You can open a URL from there
- Click Web tap of a contact. From the dropdown menu select a web services to search. For example, if you select Facebook then the Facebook search will be pre-populated with the details of the contact selected
- In a person's record or company record, click the Safari icon next to a URL and the URL will open in the Web tab.
- Alternatively, you can click on the label of the URL and select Open in Web&Map
What is Web&Map?
🎬 Can I view linked objects in the detail view?
🎬 How can I display selected people and companies on a map?
🎬 How do I conduct a vicinity search using Web&Map?
🎬 Can Web&Map update the geo data of my Daylite contacts in the background?