Daylite
Information about the CRM Daylite
Daylite 6
- Can I recover accidentally deleted records?
- How do I generate the Daylite support token?
- How do I use the global search?
- How do I print a list?
- What can I do if the Daylite App on my Mac does not start?
- How do I determine, which account Apple Mail uses when sending e-mail templates or appointment invitations?
Appointments & Calendar
- How do I change the beginning of the week or month in the Daylite calendar?
- How do I link an appointment in Daylite?
- How do I display tasks, projects and opportunities on the calendar?
- How do I set up a repeating appointment in Daylite for macOS?
- How do I create and delete appointments in Daylite on Mac?
- How can I view other users' calendars in Daylite for macOS?
Sales Management and Reporting
- How do I change the currency in Daylite?
- How do I save a copy of an estimate?
- How can I add my company logo to an estimate?
- How can I send an estimate via email?
- How do I adjust tax rates in Daylite?
- How do I add valid until dates and estimate numbers in an opportunity estimate?
Project and Task Management
- How can I add people to a project?
- How do I create a project from an opportunity?
- Can I re-arrange my pipeline stages or delete them after applying them to Daylite?
- How often are completed Daylite tasks removed from the worklist?
- How can I fill projects and opportunities with data from the start?
- How do I set due dates for Daylite tasks with the mini-calendar?
Contact Managemant
- Daylite Merge Keys for external applications
- How do I create a contact list in Daylite?
- How can I segment contacts by location and share them?
- How can I sort contacts in Daylite?
- How can I automatically have new Daylite contacts show in my Shared List?
- How do I export my Daylite contacts as vCard?
Introduction
- What is a group in Daylite?
- What happens to a project or opportunity if I delete a linked appointment or task?
- Which email applications on macOS are supported by Daylite?
- How to delete a Daylite account
- How can I organize my employees into teams?
- How do I record new leads?
Daylite Touch (iPhone & iPad)
- I want to use Daylite only on the iPhone/iPad. Is that possible?
- How do I enable Daylite notifications for Apple Watch?
- How can I link objects to an email with Daylite on iPhone and iPad?
- How can I remove an email account on Daylite for iPhone and iPad?
- How can I remove an email from Daylite on iPhone or iPad?
- How can I unlink an object from an email in Daylite for iPhone and iPad?
Daylite Cloud Migration
- 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
- How do I change my Company Name in Daylite?
- How do I install Daylite on my Mac?
Daylite Mail Assistant
- How do I create a new task using the Daylite Mail Assistant?
- How do I link a Daylite contact to an email with the Daylite Mail Assistant?
- How do I add an email to Daylite with the Daylite Mail Assistant?
- How do I create a new opportunity in Mail with Daylite Mail Assistant?
- Why do my emails in Daylite show "no content"?
- Why can't I accept external meeting invites with Daylite Mail Assistant?