Filling in a Daylite Mail Assistant Record

Magnifying Glass

In some cases an email might be about someone but not actually be from that person. When this happens the email can simply be added to that person manually. Use the magnifying glass icon to locate the person to whom the email relates to and manually add the email to that person’s history.

Contacts

When adding a Contact, Daylite Mail Assistant will work for both Companies and People.

For example: You may have a company email address that is something like [e-mail] or [e-mail]. When an email is received from either of these email addresses they will be added to the company record instead of the person. This can be useful for when you want to differentiate these work emails from somebody’s personal email, or for regular updates you may receive from a company.

Suggested Contacts

When a silhouette appears beside a Person’s name, it means that the Person’s email address is already saved in Daylite. If your Daylite Mail Assistant is set to Automatic, the content from the email will be added to the person’s history in Daylite. If it is set to Manual then you will need to select the person’s name to add it to Daylite. In both cases the field will turn blue to indicate that it has been added to Daylite.

So long as you have an email address for a person in Daylite, the Daylite Mail Assistant will present you with the option to add all emails you send and receive to this person’s history in Daylite. It is possible to set this feature to Manual or Automatic from within the setting of Apple Mail.

Objectives

You can link emails directly to an Opportunity or Project in Daylite.

Start by creating a new Opportunity or Project. You will then be prompted to add a title. The contact will be be linked to the new Opportunity or Project and subsequent emails from this person will also be added to the objective which will be displayed in the side panel.

When the objective is completed, Daylite Mail Assistant will no longer add emails to it.

Tasks

Daylite Mail Assistant is an excellent capture tool that really helps to clear up your inbox, thanks in part to Tasks.

From any emails that require follow up or “Next Actions”, simply create a Task that is linked to the email and the person who sent it. Then you can review your Tasks any time you want to, in the My Tasks section of Daylite.

Did you know?

You should try to state clearly what needs to be done, and what the desired outcome would be when creating titles for your Tasks.

For example, rather than using the title "Follow up”, try something like “Call Frank to see if he wants to move forward with the project". Tasks with the desired outcome are more helpful when reviewing your Tasks at later date.

Appointments

Create a new Appointment directly from Daylite Mail Assistant which is then viewable in Daylite's Calendar. The email and the contact are also linked to the resulting appointment.

Add a Category

You can include a Category to any email that is added to Daylite. For example, you could add "Important" or "Action Required" as a Category.

Adding Keywords

If you have set up any optional Keywords that you may wish to add to emails then this is the place to do it.

Did you know?

It is possible to automatically set a Category each time an email is added to Daylite. This would save time by applying the same Category to a pre-determined email sender. As an example, you could tell Daylite to automatically add the Category “vendor” to an email flagged as one of your suppliers.

Visibility

You can set the Visibility of an email to either Public, meaning it is visible to all, or Private, so only you can see the email.

You could even apply a Permission set, so only a specific group of users can see the email in Daylite. This is helpful when dealing with sensitive subject matters that should not be shared with everybody.. For example, you could change the Visibility settings so only the Management Team can view it.

Pro Tip:

If you would like to change all future emails added to Daylite by DMA from Public to Private, navigate to Settings > Default Values > Email, and select Private.