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  • Overview
    • Introduction
    • Daylite Navigation
    • Apple Integration
    • Third Party Integration
    • Contact Integration
    • Calendar Integration
    • Email Integration
    • Managing New Business
    • Managing Projects
    • Linking
    • Segmenting
  • Contact Management
    • Managing Contacts
    • People
    • Companies
    • Importing Contact Information
    • Contact Integration
  • Calendars
  • Using the Daylite Calendar
  • The Value of Linking
  • Types of Calendars
  • Calendar Integration
  • Filling in a New Calendar Appointment
  • Calendar Settings
  • Opportunities
    • Opportunities
  • Email Integration
    • What is Daylite Mail Assistant?
    • Turning on the Daylite Mail Assistant Extension
    • The Daylite Mail Assistant Window
    • Sending an Email using Daylite Mail Assistant
    • Daylite Mail Assistant and Apple Mail
    • Filling in a Daylite Mail Assistant Record
    • Using Daylite Mail Assistant in Real Life
    • Mail Assistant Settings
  • Task Management
    • Overview
    • Tasks View
    • Creating a New Task
    • Editing Your Tasks
    • Viewing your Tasks in Calendar
    • Adding a File to your Task
  • Groups
    • Using Groups
  • Notes
    • Using Notes
  • Segmentation
    • How to Segment your Data
  • Linking, Roles and Relationships
    • Why is Linking Important?
  • Search
    • Using Daylite Search
  • Trash
    • What's in the Trash?
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  1. Overview

Introduction

NextDaylite Navigation

Last updated 1 year ago

Welcome to Daylite, a better way of keeping your small business organized.

This guide helps you to understand some of Daylite’s basic features and how to use them. It is called, appropriately enough, Daylite Fundamentals.

Daylite helps your business run more smoothly, by acting as a comprehensive, unified system that can help in many aspects of your business’s day to day operations. Thanks to it’s focus on centralized management, it is a highly customizable application with a wide range of capabilities that make it easier for you to spend less time running your business and more time doing what you love.

To help support you in becoming comfortable with everything Daylite has to offer, we have created Daylite Fundamentals to help unlock Daylite’s true potential for your business needs. Each section is designed to show off new ways of streamlining your business using Daylite’s integrated tools. More importantly, we try to explain why and how each of those tools fit into the bigger picture of organizing your business more effectively. Daylite interconnects these tools, which helps keep your business better organized. These tools include:

As a small business owner it can be difficult finding time to fully explore all the different ways Daylite can help save time and money by assisting you and your team to work more effectively.

Whether you are a visual or hands on learner, Daylite Fundamentals offers a chance to really discover how Daylite can support your business.

Are you ready?

Let’s begin…