Mail Assistant Settings
Last updated
Last updated
Do you want to manually add emails to Daylite, or would you prefer to let Daylite add them automatically? You can choose either option.
A message must be selected and shown in the Daylite Mail Assistant window before it is auto-added, including each message in a thread.
You can also choose which items to have auto-linked to an email when an email is added to Daylite, including Contacts, Users, Opportunities, Projects, and Attachments. Linking your emails to your Contacts, Opportunities, and Projects is especially important, because Daylite will then show your email communication chronologically in the Activity View in Daylite, making it easy to find your client email history later on.
To set up these options, go to Daylite > Settings > Mail Assistant.
You can choose add emails to Daylite manually or automatically. When auto-adding is turned on, only emails that are from or to a Daylite contact are automatically added to Daylite, and only emails that you view. However, when opening an email conversation (or "thread"), all applicable emails in that thread are added to Daylite, even if they are out of view.
You can also choose to link or unlink Items when an email is added to Daylite. This will include any Items when you send or recieve an email. You can choose to automatically link Contacts, Users, Opportunities, Projects, and attachments from all incoming and outgoing emails. This is incredibly important, because once you have checked or unchecked these boxes, Daylite will link this information to Contact records, which you can then view chronologically under Daylite's Activity View.
The Opportunity is open or the Project is in progress.
The Person who sent or recieved the email is linked to the Opportunity.
The Person linked to the Opportunity or Project must have an email address.
