How do I merge information with a letter template in Daylite?

This article covers the methods to send emails from Daylite.

First Method

You can use the letter template function to merge a letter and send it by email.

Proceed as follows:

1. Choose a person
2. Select Edit > Merge > Write Letter in Daylite from the menu.
3. Select a template. (Note: Letter templates can be customized by selecting Daylite > Preferences > Letter templates.)
4. Enter a title.
5. Select the E-mail option and select how you want to send the e-mail. (send directly or open in Apple Mail before shipping)
6. Click Merge.

Second Method

You can right-click on an object and write an email without a template.

• The prerequisite for this is that you have placed the command "Write email" on the right mouse button.
• To do this, go to Daylite > Preferences, choose Personal > Contextual Menu, select the Person tab and add the Write Email option to the menu.

Here you will find a video explaining how to use the right mouse button.

To then write the emails in Daylite, please proceed as follows: 

1. Select a person.
2. Right-click (or control click) and select Write e-mail.

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