What is Daylite Mail Assistant?

If you have ever found yourself looking back through old emails trying to locate key details about a client interaction, or you’ve tried locating a conversation thread that remains elusive, then Daylite has the perfect solution.

Daylite records every interaction with your Contacts, using a powerful feature called Daylite Mail Assistant, which is an extension for Apple Mail.

Daylite Mail Assistant links incoming and outgoing emails to your Contacts in Daylite if the email address has already been added to Daylite.

You can add information such as Companies, job titles, phone numbers, addresses and more, to either a new or existing Contact, editing their information right from within Apple Mail. It is a powerful way of ensuring that all your team members stay up to date with the latest communication.

Once you have added a Contact into Daylite, you can use Daylite Mail Assistant to find and add them to a Person's record.

Daylite Mail Assistant lets you add multiple email addresses to a Contact’s record, such as a personal email address and a work email address.

Pro Tip:

It is possible to add an email address to a Company record. This is helpful when you send and receive emails to nobody in particular, such as info@ or sales@. These can be added to a Company's email field and then Daylite Mail Assistant will add the emails to the company instead.