Adding Emails to Daylite
Managing email alongside your business relationships is one of the most powerful features of Daylite. When you add emails to Daylite, you're creating a complete history of your business communications that's automatically organized by contact, project, and opportunity. Allow Daylite to organize your emails so you don’t have to manage folders.
The Daylite Way: Automatic Organization
When you add emails to Daylite and link them to your business records, they automatically appear their Activity View. This means:
Everything in One Place View a contact and see every email you've exchanged with them, alongside tasks, appointments, notes, etc.
Context for Every Conversation Open an opportunity and see all related emails, along with deal status, tasks, and next steps.
Complete Project History Open a project and view all project-related emails with team members, along with deliverables and milestones.
No Manual Filing Required Instead of organizing emails into folders, just link them to relevant Daylite items. Daylite handles the organization automatically.
Note: While you can still use email folders if you prefer, most Daylite users find the Activity View eliminates the need for manual folder management entirely. If you do use folders, you can use macOS keyboard shortcuts to move emails quickly.
Add Emails
Add to Daylite appears when you're viewing an email in Mail in Daylite. This button is your starting point for connecting any email to your Daylite items.
When you click Add to Daylite, you'll see options to link the email to existing Daylite items or create new ones. This single action transforms an email from a message in your inbox into part of your business workflow.
Adding Email Threads
Email conversations often contain multiple messages back and forth. Daylite gives you control over which messages from a thread you want to add.
When you're viewing an email thread at the top of the message section you will see the linked messages count. Click this and then select Add all to Daylite.
Linking Items to Emails
One of the biggest advantages of adding emails to Daylite is seeing complete business context while you read and respond. This is where email becomes actionable.
When you add an email and link it to an item in Daylite, it becomes a part of that item’s Activity history allowing you to not just view emails from your inbox but from the Activity view, which ensures you always respond to an email with the full knowledge of your relationship and current business status.
Linking Existing Daylite Items
When you add an email to Daylite, Daylite automatically recognizes contacts on the message if they’re already in your database and links the email to them. If any of those contacts are linked to a single active project or opportunity, the email links to those items as well.
For details about how automatic linking works and how to customize it, see Linking.
If an item doesn’t appear as a suggested link or link automatically, you can add it manually. Select the Link icon in the action bar, enter the item name, then double-click it in the list.
Linking New Daylite Items
When you add an email to Daylite, you can create new Daylite items at the same time which will also link them to the email.
Creating People from Email
When you add an email to Daylite and the sender isn't already a contact, Daylite makes adding a new person easy.
To create a person from an email:
Open the email
Click Add to Daylite
Select Create New Person
Daylite automatically fills in:
Name
Email address
You can then add additional details like Phone numbers, Category, Keywords, etc.
Creating Tasks, Appointments, Projects, & Opportunities from Email
Daylite lets you quickly create and link activities from an email with a single click. In the email action bar, click New Task, New Appointment, New Project, or New Opportunity. Daylite automatically creates the item, suggests the email subject as its name, and links related items to it.
Creating a Company
To create a Company, click the Link icon and type the name of the company you want to create. From the suggested items click + New Company
Editing Email Properties
After you've added an email to Daylite, you can change how it's organized and what it's linked to.
Open the email in Daylite
Click Edit
Modify Keywords, Category, Links, etc.
Click Save
Working with Email Attachments
When emails contain attachments, Daylite handles them as part of your business records.
How Attachments Work
When you add an email with attachments to Daylite, the attachments remain with the email and are available in the Linked item's Activity View. Storage limits apply to file attachments.
Adding Attachments to Daylite
If an email has attachments, you'll see an attachment count when viewing the email such as "1 attachment"
To add all attachments from an email to Daylite:
Open the email
Click on Add All to Daylite next to the attachment count
Accessing Attachments
From the email:
Open the email in Daylite
You'll see the attachment listed with its filename and size
Click the dropdown arrow next to the attachment for options like Quick Look, Save Attachment, Remove from Daylite and more.
From the Activity View:
When viewing a contact, project, or opportunity, email attachments appear linked to their related emails.
Click the attachment filename to view or download it.
Stored Emails
The Stored Emails section in Daylite provides a centralized view of all emails you've added to Daylite, regardless of which contact, project, or opportunity they're linked to.
Accessing Stored Emails
You can find Stored Emails in the Daylite sidebar. This section shows you all emails added to Daylite and a complete chronological list of your business communications.
This is useful when you need to search across all emails without filtering by contact, want to see a complete overview of recent email activity, or you're looking for an email but don't remember who it was from or which project it relates to.
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