Mail in Daylite Settings

You can adjust how Mail works in Daylite by changing its settings. From here, you can choose how emails are linked, add new accounts, and control how Daylite handles incoming and outgoing messages. These options help you customize how Mail integrates with your daily workflow, keeping your communication organized and connected to your business records.

To set up these options, go to Daylite > Settings > Mail

Mail Accounts

Here you can add, remove, and manage the email accounts connected to Daylite, as well as customize settings for each account to fit your workflow.

Add Mail Account - Click to add new mail account. Visit Getting Started for more information on how to add your email account.

Depending on your Mail server’s configuration, some settings may not appear or will be dimmed .

1. Description - The name of the email account which will appear in the Accounts section of Settings and My Mail. Set a description for your account that helps you to distinguish it from your other email accounts such as Work, Personal, Gmail etc.

2. Name - Others will see you by this name when you send them email messages from this account.

3. Email - Messages you send from this account will show as from this email address as well as from the From field sender list

4. Mailbox Settings - Customize which mail folder to send and archive emails

   
5. Server Settings - View and edit IMAP and SMTP sever settings

   
6. Remove Account - Remove the email account from My Mail. This will not remove emails from this account which you have already stored in Daylite.

Linking

Here you can customize how emails are added and linked in Daylite. Adding stores a copy of the email in Daylite, while linking connects that stored email to Daylite items, such as contacts, projects, or opportunities.

You can choose whether messages are added to Daylite automatically or manually, and which types of related Daylite items should be linked automatically as well.

Auto-Add Messages - When turned on, messages are automatically added to Daylite when you view or send a message and there is also a Daylite contact in the From, To, or Cc fields.

When a message is added to Daylite (Contacts, Project, Opportunity) - After a message is added to Daylite, you can choose to automatically link the email to alll the contacts in the From, To, or Cc fields, and choose to link the email to a single open Project, and Opportunity if contacts in the From, To, or Cc fields are already linked to the Project or Opportunity.

Email Storage

Here you can customize how emails added to Daylite are stored on your Mac. You can choose to download all stored emails, or download them only when viewed on demand. Even if an email hasn’t been downloaded, you’ll still see it listed in Daylite.

These settings only control how stored emails are downloaded to your Mac—they don’t affect how My Mail downloads emails from your mail server.

Optimize Storage (Recommended) - Daylite downloads an email’s contents and attachments only when you view them in Stored Emails or a Daylite item’s Activity View. An internet connection is required to view emails that haven’t been downloaded.

Download All Email Contents - Daylite downloads all stored emails and their attachments so they’re always available even offline. If you’ve added many emails to Daylite, this option may affect performance.

Default Sender

Here you can customize which email account to send emails by default. A checkmark will appear next to the default sender. To change the deafult sender, click the desired account.

Additionally, when composing an email you can change which account to send by clicking the From field.

Signature

Here you can create one signature for each email account you’ve added to Daylite, or use the same signature for all accounts. Select an account to add or edit its signature, then type your text and insert an image if needed.

If your signature includes advanced formatting, you can copy and paste it from another email app, such as Apple Mail.

Compose in Daylite

Here you can choose whether emails composed through Daylite open in Daylite or your default email app. This applies to actions such as composing from a contact’s email field or creating emails through letter merges.

This setting only affects compose actions performed in Daylite. Other actions, such as clicking a mailto: link, will open in your default mail app.