Mail in Daylite UI Tour
Have you ever felt like your inbox controls your day instead of supporting it? Mail in Daylite changes that by putting your email at the center of your client work, your projects, and your business. Instead of juggling between apps and losing track of important conversations, Mail in Daylite connects every email directly to the people and work that matter.
In this quick tour, you'll learn how to navigate the interface, understand what the icons mean, and use Daylite-specific tools that turn email into organized action.
Layout Overview
Mail in Daylite is organized into four main panes:
Mailbox List - All your accounts, inboxes, and folders
Message List - Where you browse messages and conversations once you select a mailbox. The search bar at the top lets you look up emails by contacts or subject
Message View - Shows the email or conversation you selected
Details Pane - Where Daylite shows the details and activities of selected Daylite items in the email
Icons and Indicators
Daylite includes visual icons that help you understand emails at a glance. This means you can scan your inbox and immediately see which emails are from contacts in your database, which ones have been stored in Daylite, and which require your attention.
In your Message List, you'll notice:
Rectangular orange user icon - Highlights emails from Daylite teammates
Orange person icon - Highlights when the sender is a Daylite contact
Orange sun - Highlights when an email or conversation has been added to Daylite
Partial sun icon - Highlights when only part of a conversation has been added to Daylite
Flag - Messages you've marked
Paperclip - Message has attachments
Unread dot - Unread message
Thread count badge - Shows how many messages are in the conversation
These icons highlight emails from the people and companies you have in Daylite, ensuring you can see the more important emails at a glance. Once you recognize these icons, you can scan your inbox with confidence.
Priority Inbox — See What Matters First
Email piles up quickly, and it's easy to miss important messages from clients or teammates. Priority Inbox helps you focus on what actually matters.
Turn it on, and Daylite surfaces messages from existing contacts, team members, and emails you've flagged. Everything else stays out of the way until you've dealt with the most important emails.
Priority Inbox becomes your fast lane — a clean, focused view of the conversations that are related to the work that moves your business forward. Then you can turn it off to continue working through the rest.
Email Actions — Everything You Expect
Across the top, you'll find the toolbar with all the standard email actions you use every day:
Get New Mail
Reply, Reply All, and Forward
Mark as Read or Unread
Flag
Archive, Delete, Move to Folder
Additional options in the More menu
This ensures you can quickly act on an email without any surprises.
Daylite Actions — Where Email Becomes Work
This is where Mail in Daylite transforms how you handle email. Below the message header, you'll see Daylite's action bar — the tools that turn email into organized action.
From any message, you can:
Add to Daylite - Store the email and link it to contacts automatically
New Task - Create a task from the email
New Appointment - Schedule a meeting from the email
New Opportunity - Start tracking a sales opportunity
New Project - Launch a project related to the email
Link - Connect the email to existing work in Daylite
No copying, no switching windows — the work is created and connected instantly. This is where Daylite adds structure to your inbox, so you won't have to hunt for the email later.
Viewing an Individual Email
When you select an email, everything you need is easy to find.
At the top, you have the subject, the date, and the recipient list, complete with the icons we covered earlier.
The message body appears below, just as you'd expect.
On the right, the Details Pane shows the contact details and the Activity tab shows any activity linked to the contact in Daylite. This means you can see recent tasks, appointments, opportunities, and projects related to the sender — all without leaving your email.
Viewing Email Threads
When an email is part of a conversation, Daylite shows the full thread so you can see the complete story without digging through your inbox.
Each message displays its own date, sender, overflow menu and Action Bar, so you can take actions on individual emails within the thread.
You can also choose to Add All Emails in the conversation to Daylite with a single click. This is particularly helpful when you want to preserve an entire client conversation in one go.
Attachments
Attachments get special treatment in Mail in Daylite. You'll see a clean attachment strip showing all files in the message or conversation.
You can:
Add all attachments to Daylite for easy reference later
Add individual attachments
Quick Look to preview files
Save All to your computer
Choose whether attachments are included when linking emails to projects or opportunities
It's fast and flexible — and it works exactly the same across single emails and conversations.
Composing and Replying
Replying and composing email works just like you'd expect, with one powerful addition.
You can:
Reply, Reply All, or Forward
Use your default signature
Write your email normally
Add the email to Daylite directly from the compose window
This means that even before you send an email, you can link it to contacts, projects, or opportunities. Once you send, you can archive the thread and let Daylite keep everything connected to the related Daylite items.
Switching Between Accounts & Inboxes
On the left, you can switch between your individual inboxes or view all accounts together in a unified inbox.
Whether you manage one account or several, Daylite makes it easy to keep all your important information unified. You won't have to constantly switch between apps or windows to check different email accounts.
To add additional accounts, select Daylite > Settings > Mail > Mail Accounts > Add Mail Account.
Settings — Customize How Mail Works
In Daylite > Settings > Mail, you can configure:
Mail Accounts - Add and manage multiple email accounts
Auto-Add and Auto-Link behaviour - Control when emails automatically link to contacts, projects, and opportunities
Storage settings - Manage how stored emails are handled
Default sender - Choose which account to use by default
Signatures - Create and manage email signatures for each account
"Compose in Daylite" - Set whether emails generated within Daylite open inside Mail in Daylite
Fonts - Customize text appearance to your preference
These settings shape how Daylite organizes and displays your emails automatically.
Keyboard Shortcuts
You can speed up your workflow using keyboard shortcuts for common actions:
Send
Reply, Reply All, Forward
Mark as Read or Unread
Flag
Archive
Move to Junk
Link To
Leverage keyboard shortcuts to clear your inbox faster.
A Few Tips to Keep in Mind
As you work through your messages, add what matters to Daylite. When your inbox is clear, your work isn't just done — it's organized, connected, and ready for the next step.
That's the power of Mail in Daylite.
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