It is often necessary to display an informative email, a relevant appointment or another important object from the Daylite activity history directly when opening a Daylite object. With the Copilot it is possible to permanently pin a selected object. This function is part of our Plus Package for Daylite. To activate it, proceed as follows:
- Open the Daylite preferences
- Select Plus Package
- Navigate to Alternate views
- Activate Pin in Detail Widget
To pin an object permanently, proceed as follows:
- Navigate to an object, for example a company or a project and open the Copilot
- Open the detail widget
-
Select an object that you would like to pin:
- Within the activities widget of the Copilot
- By selecting a linked object in the detail view
- Now click on the pin icon
to pin the object
- By clicking on the pin icon again or by pinning another object, you unpin the previous object.
Important: Pinning an object only affects the user's view and not the entire database. Objects can only be pinned for you personally.
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