Daylite Preferences
See all 25 articlesIntroduction
- What are All Tasks?
- What is Done in the Tasks area?
- What is Delegated in the Tasks area?
- What are My Tasks?
- What is All Calendars?
- What is My Calendar?
Appointments & Calendar
- How can I add external participants to appointments?
- How do I manage appointments with Daylite?
- How do I create and delete appointments in Daylite on Mac?
- How do I view my appointments in Daylite?
- How do I subscribe to external calendars in Daylite?
- How do I set up Daylite to sync with the Apple Calendar App on macOS (CalDAV)?
Contact Managemant
- How do I create a new contact in Daylitye?
- How do I import contacts from the apple address book into Daylite?
- How can I grab the phone number or address from the default company for a person record?
- How do I link a Daylite contact to an email with the Daylite Mail Assistant?
- How do I sync a selection of contacts via CardDAV?
- How can I automatically have new Daylite contacts show in my Shared List?
Daylite Mail Assistant
- What is the Daylite Mail Assistant (DMA)?
- How can I use the Daylite Mail Assistant (DMA) plugin under macOS Ventura rather than the extension?
- How do I add an email to Daylite with the Daylite Mail Assistant?
- How do I link an email with an existing Daylite contact?
- How do I create a new Daylite contact from an email?
- How do I create a new task using the Daylite Mail Assistant?
Sales Management and Reporting
- How do I use opportunities in Daylite?
- How do I create and use forms in Daylite?
- How do I manage sales opportunities using pipelines?
- How can I add my company logo to an estimate?
- How do I change the currency in Daylite?
- How do I adjust tax rates in Daylite?
Project and Task Management
- How do I create a task in Daylite?
- How do I create an activity set?
- How do I manage and prioritize tasks in Daylite?
- How do I manage and delegate tasks in a team?
- How do I link Daylite for iOS/iPadOS with the Apple Reminders App?
- Import tasks from reminders into Daylite
Daylite Touch (iPhone & iPad)
- I want to use Daylite only on the iPhone/iPad. Is that possible?
- How do I install Daylite on my iPhone/iPad?
- How do I update the Daylite App for iPhone/iPad?
- How do I enable Daylite notifications for Apple Watch?
- How can I customize the menu bar in Daylite Mail for iPhone and iPad?
- How do I add a contact in the Daylite app for iPhone/iPad?
Daylite 6
- Can I format a note in Daylite?
- Keyboard Shortcuts
- What is Frill and how do I create a feature request?
- How to cancel my Daylite Cloud subscription?
- Can I restore accidentally deleted records?
- Why do I receive the same notification multiple times at once?
Daylite Cloud Migration
- What are the advantages of Daylite Cloud?
- How do I install Daylite on my Mac?
- How can I check the status of the Daylite Cloud Services?
- How do I adjust the storage of emails in Daylite?
- How can I remove a device from Daylite Cloud?
- About Daylite Storage