Daylite Mail Assistant and Apple Mail

If you would like to add an email and it's contents to Daylite, just click the Add to Daylite button in the Daylite Mail Assistant window.

The gray Add to Daylite button will change to an orange In Daylite, and the Daylite Mail Assistant window will add the email to Daylite. If the email is from an existing Daylite Contact, or there is a Daylite Contact in the To, Cc, or Bcc fields, the email will be auto-linked to the Contact, as well as the active Opportunity or Project the Contact is linked to.

From the Daylite Mail Assistant window, you can view a Contact's detail card by clicking on the arrow to the right of their name. From here you can view all of their details, but to see their full history in the Activity View, click the Show in Daylite button.

If you click this button Daylite will then show you the full history of this Contact, including the linked email in the Activity Pane.