Daylite
Information about the CRM Daylite
Daylite 6
- How can I protect Daylite with a password?
- How do I restore Daylite from Time Machine or after data migration?
- How can I print forms in Daylite?
- How do I use Daylite notifications?
- How do I create, delete or rename folders in the Daylite sidebar?
- How can I adjust the preferences for Pipelines in Daylite?
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 create a project from an opportunity?
- Can I re-arrange my pipeline stages or delete them after aplying them in Daylite?
- How often are completed Daylite tasks removed from the worklist?
- How do I set due dates for Daylite tasks with the mini-calendar?
- How do turn a subtask into a regular task?
- How do I set today as the default due date for Daylite tasks?
Contact Managemant
- How can I give Daylite access to my Apple contacts?
- How do I share the information about a person in Daylite?
- 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?
Daylite Touch (iPhone & iPad)
- 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?
- How do I add tasks to the worklist with Daylite for iPhone and iPad?
- Can I turn off tasks and due dates in the calendar view on iPhone and iPad?
Daylite Cloud Migration
- 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?
- What is Email On Demand?
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?
- What is the Daylite Mail Assistant (DMA)?
- How do I accept or decline appointment invitations in Daylite?
- How do I install the Daylite Mail Assistant (DMA)?