How do I adjust roles and relationships in Daylite?

This article describes adjusting roles and relationships in Daylite. 

Adjusting roles

1. Navigate from the Daylite menu bar on top to Preferences -> Roles & Relationships
2. Decide if you want to work on a person role or company role and click the corresponding tab
   • To set up a new role, click the "+" icon and give the role a name
   • The role becomes available in Daylite when the Active checkbox is ticked
   • Decide to which Daylite objects the role should apply by ticking the checkboxes
     • E.g. opportunities and/or projects
   • If you want to delete a role, click the "-" icon

Adjusting relationships

1. Navigate from the Daylite menu bar on top to Preferences -> Roles & Relationships
2. Choose the corresponding tab Relationships
3. To set up a new relationship, click the "+" icon and give the relationship a name
   • The name is also applied to the Forward relationship
   • The relationship becomes available in Daylite when the Active checkbox is ticked
   • Enter a title for the relationship and name the Reverse relationship
     • E.g. John is a supplier of Jane and Jane is supplied by John
   • Decide to which Daylite objects the relationship should apply
     • E.g. persons and/or companies
   • If you want to delete a relationship, click the "-" icon

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