Daylite
Information about the CRM Daylite
Daylite 6
- How do I print reports in Daylite?
- What is a superuser and how do I set up superuser access?
- What are the benefits of activity sets?
- How do I set a phone number or address as primary?
- Why is a Daylite user presented with a silhouette instead of a business card?
- How do I connect Daylite to the Apple Contacts app on the Mac (CardDAV)?
Appointments & Calendar
- How do I remove a CalDAV account on the iPhone?
- How do I remove a CalDAV account on the Mac?
- How do I connect Daylite with the Apple Calendar app for iPhone or iPad (CalDAV)?
- How do I set up Daylite to sync with the Apple Calendar App on macOS (CalDAV)?
- How can I prevent email invitations from being sent for appointments?
- How do I view my appointments in Daylite?
Sales Management and Reporting
Project and Task Management
- How do I link Daylite for iOS/iPadOS with the Apple Reminders App?
- How do I create a task in Daylite?
- How do I create an activity set?
- How do I delete a task list in Daylite?
- How do I create and use pipelines in Daylite?
- How do I manage and delegate tasks in a team?
Contact Managemant
- How do I sync a selection of contacts via CardDAV?
- How do I remove a CardDAV account on the iPhone?
- How do I remove a CardDAV account on my Mac?
- Why is a linked company not displayed under the name of a contact?
- How do I merge information with a letter template in Daylite?
- How do I email a note created in Daylite?
Daylite Touch (iPhone & iPad)
- How do I update the Daylite App for iPhone/iPad?
- How do I save an email in the Daylite app for iPhone/iPad?
- How do I add a task in the Daylite app for iPhone/iPad?
- How do I add an appointment in the Daylite app for iPhone/iPad?
- How do I add a contact in the Daylite app for iPhone/iPad?
- How do I setup email in the Daylite app?
Daylite Cloud Migration
- How do I install Daylite?
- Can I use Daylite Cloud for free?
- How can I export all my Daylite Cloud information?
- How do I add new users to my Daylite Cloud database?
- Does Daylite Cloud meet the requirements of the EU Data Protection Ordinance (GDPR)?
- When I upgrade to the Loyalty Plan, will I also get a discount on future licenses?
Daylite Mail Assistant
- How do I accept or decline appointment invitations in Daylite?
- How do I install the Daylite Mail Assistant (DMA)?
- Why can't I see the Daylite Mail Assistant on macOS 10.14 (Mojave)?
- How do I create new sales opportunities with the Daylite Mail Assistant?
- How do I add appointments with Daylite Mail Assistant?
- How can I set a certain visibility of Emails in Daylite?