Priority Inbox

Priority Inbox helps you focus on the emails that matter most to your business by organizing your inbox around your Daylite contacts and team members.

What is Priority Inbox?

Priority Inbox automatically organizes your messages based what's important. Instead of showing every email chronologically, Priority Inbox surfaces messages connected to your business first—emails from clients, prospects, and teammates—while keeping other messages accessible but out of the way.

This helps you:

• Process important client emails before handling newsletters and notifications

• Respond to team messages quickly

• Stay focused on business-critical communication

• Achieve inbox zero faster

How Priority Inbox Organizes Your Email

When you enable Priority Inbox, your messages are automatically sorted into four groups:

1. New from Daylite Contacts: Unread emails from clients, prospects, and anyone in your Daylite database. These appear at the top so you can respond to customer communication first.

2. New from Team: Unread emails from your Daylite teammates. Keep internal communication flowing without losing track of client messages.

3. Flagged: Emails you've manually flagged for follow-up. This section shows all flagged messages, whether they're from Daylite contacts or not.

4. Previously Read: Read emails involving Daylite contacts or users. These remain accessible for reference without cluttering your active inbox.

Important: Priority Inbox displays only messages from Daylite contacts and users, with one exception: the Flagged section shows all flagged messages regardless of sender. To view all messages, turn Priority Inbox off.

Enable Priority Inbox

To turn on Priority Inbox:

1. Open My Mail in the sidebar

2. Select the Inbox folder

3. Click the Priority button in the toolbar

To return to your standard chronological inbox view, click Priority again to turn it off.

Who Appears in Priority Inbox

Priority Inbox shows messages from:

• People and companies already saved in Daylite

• Teammates who are Daylite users

Priority Inbox does not show:

• Emails from senders who aren't in your Daylite database

• Newsletter subscriptions (unless from a Daylite contact)

• Promotional emails

• Other messages not connected to your business

Tip: To see a sender's messages in Priority Inbox, add them as a contact in Daylite. In the future emails will automatically appear in the appropriate Priority Inbox group.

Using Priority Inbox with Inbox Filtering

You can combine Priority Inbox with inbox filters to further refine what you see. These filters work whether Priority Inbox is on or off, giving you additional control over your message list.

To apply inbox filters:

1. Click the filter icon next to the search bar

2. Select from the available filters:

   • Unread - Show only unread messages

   • Flagged - Show only flagged messages

   • Attachments - Show only messages with attachments

   • Daylite Contacts - Show only messages from Daylite contacts

   • Daylite Users - Show only messages from Daylight users

When Priority Inbox is enabled, these filters apply to the Priority Inbox groups. For example, selecting Attachments will show only messages with attachments within your Priority Inbox sections.

Best Practices

Start your day with Priority Inbox: Turn it on each morning to focus on client and team communication before processing other messages.

Add important contacts: When you receive an email from someone you want to prioritize, create them as a contact in Daylite. Their messages will appear in Priority Inbox going forward.

Use flags strategically: Flag emails that need follow-up regardless of who sent them. Flagged messages appear in Priority Inbox even if they're not from Daylite contacts.

Toggle as needed: Switch Priority Inbox on when you need focus, and turn it off when you need to process all messages.