You have a wide range of options for configuring the Copilot to suit your individual needs.
The configuration for the Copilot even goes so far that you can make individual presettings for each Daylite object type (people, companies, projects, etc.) and these are automatically saved.
Attach the co-pilot and customise the window
Use the Customise daylite window button
the Daylite window and the co-pilot are automatically adjusted to the screen.
By activating the pin symbol
you have the option of anchoring the Copilot to the Daylite window so that it moves with the Daylite window and follows it.
If you deactivate this option, you can move the Copilot freely to use it on a second screen, for example.
Context sensitivity
The Context Sensitivity button
gives you the option of choosing between two display forms.
For example:
You are in Daylite on a person to which a project is linked.
If you click on the project within the person data record, the Copilot displays the configuration of widgets that you have set up for projects within the Copilot if context sensitivity is activated.
If context sensitivity is deactivated, in this example the Copilot remains on your default settings for people and shows you the widgets that you have configured for people.
An exception is the detail widget, which always displays the details of the selected object, even if context sensitivity is deactivated.
Related articles:
How do I add a widget in Copilot?
Why do I no longer see the widget area in my history?