Using Daylite Mail Assistant in Real Life

Here are four different scenarios that Daylite Mail Assistant can be put to good use.

You receive an email from someone who is not currently in Daylite, or does not have an email address on file in Daylite.

The name of the sender is displayed as a Suggested Contact to be aded to Daylite. There is a "+" symbol which indicates that the contact can be added to Daylite as a new Person.

Pro Tip:

Take notice of the other icons with a "+" symbol. These indicate that you can create a new Task, Opportunity, Project or Appointment right from the Side panel.

If the email you received requires you to create a new Task, then adding a new Task from the side panel will send it to your inbox as well as link the selected email to it.

Daylite Mail Assistant first uses the name associated with the email address to see if the person already exists in Daylite, but does not have an email address added to Daylite yet.

Daylite will then use the email header to extract the first name and last name of the sender.

If you select "Create New" a new Contact will be added to Daylite.

Pro Tip:

Always double check these fields before saving to Daylite.

Depending on the email provider and possibly the email client software this contact information may not always be correct. For example the First and Last names might be swapped.

In some cases the name does not appear in the email header at all and in that case you will only see the sender’s email address listed in the first name field.

You receive an email from someone who is in Daylite but has not been assigned an email address.

The left hand side of this window is using the name associated with the email address to see if the person may already exist in Daylite, but may not yet have been assigned an email address. As you can see, Daylite also searches for variations of the name.

If you believe that the person is already in Daylite but perhaps stored differently or incorrectly, such as by first name only, you could try changing the search criteria manually. In the example below you could change it to “Matthew" only, and then all contacts with the name Matthew would appear in a list for the user to select the right one. Select the "Add to Existing” button to add the email address & email content to the selected person in the list. If the list is blank it means no match has been found and it is likely that the person is not already in Daylite.

Use the Add to Existing button if you find the right person in Daylite. This will add an email address to this person's record and also add the email itself to that person's timeline.

You add an email that refers to someone already stored in Daylite but not directly from that Person.

Select the magnifying glass icon and locate the person you want to be linked to this email.

Note that this is a one-time link only and it will not link future emails to this person automatically.

Did you know?

You can use the magnifying glass to add a brand new Person or Company to Daylite.

You want to add a brand new Person or Company to Daylite

If the person you are searching does not appear to be in Daylite then you can create a brand new Person or Company by using the Edit button.

Did you know?

You can use Daylite Mail Assistant to save emails to a Company instead of a Person. This is very helpful when if you want to file generic emails from nobody in particular.

For example, a company might send regular emails from the address [e-mail]. You could create a person called "news" but this tends to make Daylite a bit confusing. The better way to achieve this is to add the email address to the company's email address field.