The Value of Linking

It’s not enough to simply create a Calendar entry and wait for it to pop up and remind you about an important meeting or appointment. You need to know how everything ties together, and you need to be able to access that information quickly and easily. This is called Linking, and it is one of Daylite’s greatest strengths.

Linked Objects Help Provide Context

One of the great advantages of Daylite is that it lets you connect the common threads together in a meaningful and productive way. You can do this quite easily when creating a brand New Appointment, or by selecting an existing Appointment and scolling down until you see Activity.

The first set of Items you can link to your Appointment are located under the Activity section of the Appointment card. From here you have the option to create a New Task, New Note, New Form or New File. These activities are then linked to the Appointment chronologically.

The second set of Items you can link to your Appointment can be found by tapping Edit, and then scrolling down until you see Linked Items and select + add link.

You can then choose to link your meeting to a Person, Company, Project or Opportunity.

Creating a New Object

It is really important to understand the difference between using the New Object (+) button and using the link to… feature in Daylite.

By selecting the New Object (+) button you are creating a brand new Appointment, Meeting or Task from scratch. It acts completely independently from whatever Object you are currently viewing, meaning you could be looking at something in your Calendar, and decide to create a New Task that has nothing to do with the Calendar.