Here you can set how the Daylite Mail Assistant, which you can find within Apple Mail, should behave.
The most important question you should ask yourself is whether emails should be added to Daylite automatically or manually.
If you choose automatic, every email from a sender or recipient that Daylite "knows" will be automatically copied into the Daylite database.
"Known" means that there is a data record in Daylite that has the corresponding email address.
Advantage
You cannot forget an email and can always find the complete communication history with a customer in Daylite.
Disadvantage
For confidential emails from people that Daylite "knows", you must ensure that you set the appropriate access rights yourself or remove the email from Daylite again
Learn more useful tips in our Daylite Academy
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How do I install the Daylite Mail Assistant (DMA)?
What is the Daylite Mail Assistant (DMA)?
Why can't I see the Daylite Mail Assistant (DMA) in Apple Mail?