How do I use iOMailAssistant with Missive?

Missive is a communication tool that collects your emails, internal chats & arrangements, and communication via social media, SMS and WhatsApp in one shared inbox. With the iOMailAssistant for Daylite (iOM) you connect Missive directly to Daylite.

Once set up, you can transfer emails together with their file attachments directly to Daylite, automatically link the matching person and other objects, and open your Daylite data both on the Mac and on iOS.

Table of contents

Setup

• Set up iOMailAssistant in Missive

Usage

• Transfer emails from Missive to Daylite
• Use iOMailAssistant for Daylite on iOS with Missive
• Add file attachments from Missive to Daylite

Setup

Set up iOMailAssistant in Missive

To use the iOMailAssistant for Daylite, you need an iOAccount. To learn how to create an iOAccount, please see the following HelpCenter article:

How can I create a free iOAccount?

Customers who have purchased the Plus Package for Daylite can use the Missive integration free of charge without any time restriction.

We recommend that this part is done by an administrator and shared with everyone:

1. Navigate in Missive to Settings -> Integrations
   
2. Select All -> Daylite and click on the Add to Missive button
   
3. Alternatively you can enter IOM as the name of the integration
   
4. Share the integration with selected users or the entire team
   
5. Any user with whom the integration has been shared can log in with the iOAccount and transfer emails to Daylite
   

To learn how to set up iOMailAssistant for Missive in Daylite, see the following HelpCenter article:

How do I set up iOMailAssistant for Missive in Daylite?

Usage

Transfer emails from Missive to Daylite

To transfer an email from Missive to Daylite, please follow these steps:

1. Select the appropriate email
2. Navigate to the dropdown menu in the right sidebar and select the iOMailAssistant for Daylite (IOM) there
3. Click 'In Daylite' to submit the email to Daylite
4. The person will be linked based on the email address together with the default company
5. Other objects will be linked
6. You can open the email directly in Daylite or (for example on iOS) in iOWeb

By adding the first email in a conversation to Daylite, you have direct access from Daylite to the entire conversation, including internal chats in Missive. You can identify an email saved from Missive to Daylite by the orange banner with the title Go to Missive conversation. Clicking on the banner will bring you directly to the conversation saved in Missive. In Missive you can also see how many emails of this conversation have already been transferred to Daylite.

In general, you can choose whether you want to transfer every single email of a communication to Daylite or just one. The entire communication history, including all chats and internal comments, can be found in Missive at any time, even if you have already archived the conversation.

Use iOMailAssistant for Daylite on iOS with Missive

Once you have set up the integration on a device, you can transfer emails from Missive on iOS directly to Daylite or open Daylite data from within Missive.

1. Open an email
2. Click the iOMailAssistant icon
3. Transfer the email directly to Daylite and link all relevant objects
4. Open the email directly in iOWeb, when you work on your iPhone or iPad

Add file attachments from Missive to Daylite

To add file attachments from Missive to Daylite, iOMailAssistant for Daylite must be installed. As file attachments cannot be linked automatically with Daylite, they need to be added manually.

1. Select the email with the attachment
2. Navigate to the left sidebar
   1. Click on the displayed attachment
   2. If the mail is already linked, you can transfer all file attachments to Daylite with one click using the Add all button
   3. Use the Show small button to display also very small attachments
3. The iOMailAssistant for Daylite uploads the attachment to Daylite
4. You can now open the attachment in Daylite and find it using the global search