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 link an appointment to a Person, Company, Project, or Opportunity — giving you immediate context about why a meeting exists and who it involves.
How you create these links depends on your platform:
You can link Objects when creating a brand new appointment, or by selecting an existing appointment and clicking Edit. Scroll down until you see Linked and select + Add Link. You can then choose to link your meeting to a Person, Company, Project, or Opportunity.
There are two ways to link Objects to an appointment.
Activity links: Select an existing appointment and scroll down until you see the Activity section. From here you can create a New Task, New Note, New Form, or New File. These activities are then linked to the appointment chronologically.
Linked Items: Tap Edit, then scroll 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.
What's the Difference? Creating vs. Linking
It is really important to understand the difference between creating a brand new Object and linking to an existing one. The way you access each option differs by platform:
The New Object dropdown creates a brand new Contact, Task, Project, or other Object 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 that Calendar entry.
The … button on the right-hand side of the Calendar lets you create a brand new Object that will be automatically linked to the currently selected appointment — such as a new Task that needs to be done prior to the meeting.
You can also use the Link to… feature to link an existing file, a Contact, or minutes of a meeting to the appointment.
The New Object (+) button creates 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 that Calendar entry.
To link to an existing Object instead, use the + add link option under Linked Items in the appointment's Edit view (as described in the section above).
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