The Copilot Tab is an alternative to the free Copilot. The Copilot Tab can be activated on all Daylite objects and is displayed instead of the activity history. There is a separate Activities widget so that the activities are still visible. The Copilot Tab can also be activated on objects that have no history, for example on tasks. As the Copilot Tab is integrated directly into the Daylite window, it is particularly suitable for smaller screens. Here are a few examples:
To add a widget in the Copilot Tab, proceed as follows:
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Activate the Copilot Tab
- Click Edit below the Copilot Tab
- Select where you want the additional widgets to be displayed and click Done
- Select the widgets from the dropdown menu
What widgets are available for the Copilot?
You can display several different widgets for each area in Daylite.
Below is a list of the widgets that are available to you:
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Daylite Area |
Widget |
Required plugin |
Benefit |
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Learn |
Help |
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Access to the iOSXpert HelpCentre |
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Calendar |
Details |
- |
Shows the details of a selected appointment |
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Help |
- |
Shows brief information about the calendar and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on an appointment |
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Travel Time |
Web&Map |
Opens the Travel Time option |
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Persons |
Activities |
- |
Shows the activities on a selected person |
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Details |
- |
Shows the details of a selected person |
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Help |
- |
Shows brief information on the subject of persons and enables the search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on a person |
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Last Estimate |
- |
Shows the last estimate on the selected person |
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Web&Map |
Opens LinkedIn and shows the profli of the selected person |
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Maps |
Web&Map |
Displays the person's address on a map view |
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Open Projects |
Time&Budget |
Shows open projects on the selected person |
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Web |
Web&Map |
Displays context-sensitive information from websites such as LinkedIn, Google etc. |
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Company |
Activities |
- |
Shows the activities on the selected company |
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Details |
- |
Shows the details of a selected company |
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Help |
- |
Shows brief information on the topic of companies and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on a company |
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Last Estimate |
- |
Shows the last estimate on the selected company |
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Maps |
Web&Map |
Displays the address of the company on a map view |
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Open Projects |
Time&Budget |
Shows open projects on the selected company |
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Web |
Web&Map |
Displays context-sensitive information from websites such as LinkedIn, Google etc. |
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Opportunities |
Activities |
- |
Shows the activities on the selected opportunity |
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Details |
- |
Shows the details of a selected opportunity |
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Help |
- |
Shows brief information on the topic of opportunities and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on an opportunity |
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Last Estimate |
- |
Shows the last estimate on the selected opportunity |
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My Time Registration |
Time&Budget |
Opens the Time Registration and you can create appointments |
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Web |
Web&Map |
Displays context-sensitive information from websites such as LinkedIn, Google etc. |
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Projects |
Activities |
- |
Shows the activities on the selected project |
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Details |
- |
Shows the details of a selected project |
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Help |
- |
Shows brief information on the topic of projects and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on a project |
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Web |
Web&Map |
Displays context-sensitive information from websites such as LinkedIn, Google etc. |
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Tasks |
Details |
- |
Shows the details of a selected task |
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Help |
- |
Shows brief information on the topic of tasks and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on a task |
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Notes |
Activities |
- |
Shows the activities on the selected note |
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Details |
- |
Shows the details of a selected note |
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Comments |
Marketing&Chat |
Creates / shows comments on a note |
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Activities |
- |
Shows the activities on the selected e-mail |
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Details |
- |
Shows the details of a selected e-mail |
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Comments |
Marketing&Chat |
Creates / shows comments on an e-mail |
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Forms |
Details |
- |
Shows the details of a selected form |
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Help |
- |
Shows brief information on the topic of forms and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on a form |
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Gruppen |
Details |
- |
Shows the details of a selected group |
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Comments |
Marketing&Chat |
Creates / shows comments on a group |
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Web |
Web&Map |
Displays context-sensitive information from websites such as LinkedIn, Google etc. |
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DayliteDocs |
Details |
DayliteDocs |
Shows the details of a selected document |
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Comments |
Marketing&Chat |
Creates / shows comments on a document |
Related articles:
How do I use the LinkedIn integration with Copilot?
How do I use My Time Registration in the Copilot?
How can I see the activity history when the Copilot Tab is activated?