Using Daylite you can merge templates from apps like Pages or Word to create documents in a consistent format to send to colleagues and clients.
Apps supported by Daylite:
- Pages
- Numbers
- Keynote
- Microsoft Word
- Excel
Personal Merge Keys
Use these Merge Keys, to combine data from Daylite with the apps from above.
| My Details | My Default Organization | My Phone & Email |
| <$me.alias$> <$me.firstname$> <$me.fullname$> <$me.lastname$> <$me.middlename$> <$me.nickname$> <$me.salutation$> <$me.suffix$> <$me.tagline$> |
<$me.org.address.type$> <$me.org.name$> |
<$me.email.type$> <$me.email$> <$me.phone1.type$> <$me.phone1$> <$me.phone2.type$> <$me.phone2$> |
| My Direct Address | My Job Title & Role | |
| <$me.address.type$> <$me.address$> <$me.city$> <$me.country$> <$me.postal$> <$me.state$> |
<$me.role.played$> <$me.role.title$> |
Merge Keys for people
Use these Merge Keys to merge data from your Daylite contacts with one of the apps mentioned above.
| Contact Details | Default Organization | Email & Phone |
| <$cnt.alias$> <$cnt.firstname$> <$cnt.fullname$> <$cnt.lastname$> <$cnt.middlename$> <$cnt.nickname$> <$cnt.salutation$> <$cnt.suffix$> <$cnt.tagline$> |
<$cnt.org.address.type$> <$cnt.org.address$> <$cnt.org.city$> <$cnt.org.country$> <$cnt.org.name$> <$cnt.org.phone1$> <$cnt.org.phone2$> <$cnt.org.postal$> <$cnt.org.state$> <$cnt.org.tagline$> |
<$cnt.email.type$> <$cnt.email$> <$cnt.phone1$> <$cnt.phone2$> |
| Contact's Direct Address | Contact's Birthday | Contact's Anniversary |
| <$cnt.address.type$> <$cnt.address$> <$cnt.city$> <$cnt.country$> <$cnt.postal$> <$cnt.state$> |
<$cnt.birthdate$> <$cnt.birthday$> <$cnt.birthmonth$> <$cnt.birthyear$> |
<$cnt.anniversary$> <$cnt.anniversaryday$> <$cnt.anniversarymonth$> <$cnt.anniversaryyear$> |
| Job Title & Role Played | ||
| <$cnt.role.played$> <$cnt.role.title$> |
Merge Keys for opportunities and projects
Use these Merge Keys to merge data from your Daylite opportunities and projects with one of the apps mentioned above.
| Projects | Opportunities |
| <$project.allContactsAsString$> <$project.allOrganizationsAsString$> <$project.assignedTo.contact.name$> <$project.category.name$> <$project.completeDate$> <$project.createDate$> <$project.currentPipeline.name$> <$project.currentPipelineStage.name$> <$project.details$> <$project.extra1$> <$project.extra2$> <$project.extra3$> <$project.extra4$> <$project.extra5$> <$project.extra6$> <$project.extra7$> <$project.extra8$> <$project.extra9$> <$project.extra10$> <$project.extra11$> <$project.extra12$> <$project.extraDate1$> <$project.extraDate2$> <$project.extraDate3$> <$project.keywordsString$> <$project.lastNote.name$> <$project.lastTask.name$> <$project.lastTimeblock.name$> <$project.modifyDate$> <$project.name$> <$project.nextPendingTask.name$> <$project.nextPendingTimeblock.name$> <$project.pendingTasksCount$> <$project.pendingTimeblocksCount$> <$project.startDate$> <$project.statusString$> |
<$opportunity.allContactsAsString$> <$opportunity.assignedTo.contact.name$> <$opportunity.cachedTotalAmount$> <$opportunity.category.name$> <$opportunity.completeDate$> <$opportunity.createDate$> <$opportunity.createdBy.contact.name$> <$opportunity.currentPipeline.name$> <$opportunity.currentPipelineStage.name$> <$opportunity.details$> <$opportunity.dueDate$> <$opportunity.extra1$> <$opportunity.extra2$> <$opportunity.extra3$> <$opportunity.extra4$> <$opportunity.extra5$> <$opportunity.extra6$> <$opportunity.extra7$> <$opportunity.extra8$> <$opportunity.extra9$> <$opportunity.extra10$> <$opportunity.extra11$> <$opportunity.extra12$> <$opportunity.extraDate1$> <$opportunity.extraDate2$> <$opportunity.extraDate3$> <$opportunity.extraDate4$> <$opportunity.modifyDate$> <$opportunity.name$> <$opportunity.opportunityStateReason.name$> <$opportunity.opportunityStateString$> <$opportunity.opportunityStateString$> <$opportunity.opportunityTypeString$> <$opportunity.probability$> <$opportunity.startDate$> <$opportunity.term.plainTextRepresentation$> |
Merge Keys for forms
You can make your own merge keys for form fields since they can be anything the user sets as a form field within a form.
The merge keys for a form field are structured as such,
<$rightNow.preferredDateFormat$>
If, for example, you have a form field named, Hair Color, the merge key would be, <$form.Hair Color$>
Date formats
Chose amongst these options for the preferred format:
- preferredDateFormat
- preferredMediumDateFormat
- preferredLongDateFormat
- preferredLongDateTimeFormat
- preferredTimeFormat
- preferredDateTimeFormat
Sending external letter templates
After saving your letter template in another application with the merge letters described above you can send merge letters to people in Daylite with the steps below:
- Select the person you wish to send the your letter to, or make the letter about
- Click Edit > Merge > Merge from another application
- Select the application you saved your template
- Next to Template select where your saved your template
- Next to Save in select where to save your merged letter
- Add a file name and Subject
- Choose to either send as Email, to Print or open in the Daylite editor for more changes