Mail in Daylite
Email is central to your business, but managing it shouldn't slow you down. Mail in Daylite connects your inbox directly to your contacts, projects, and opportunities—so you spend less time organizing and more time on meaningful work.
This guide gets you started in minutes.
Adding Your Email Account to Daylite
Daylite works with the most common email providers as well as IMAP, so you can bring your inbox right into your workflow. Each account type has its own setup steps.
Select My Mail in the sidebar
Click Add Mail Account
Choose your email provider
Follow the prompts to sign in
Your inbox now appears in Daylite, ready to connect with your business workflow.
Add Additional Accounts
After adding your first account, add more by choosing Daylite > Settings > Mail > Mail Accounts > Add Mail Account.
By adding your work and personal email accounts to Daylite, and keeping each account separated, you avoid the confusion of which account is which.
To add an email account for the first time, select Mail from the Sidebar and tap Add Mail Account.
Next, select which Mail Account you would like to add, then enter your email account information.
Pro Tip:
Pay special note to the Name and Description you assign each email account you add to Daylite. The Name field is how others will see you when you send email messages from this account. The Description field helps you distinguish it from any other email accounts you add to Daylite.
You will now be able to see each account added separately to Daylite Mail under Accounts.
Adding Your First Email to Daylite
When you add an email to Daylite, you connect it to your business records—making it searchable and accessible from your contacts, projects, and opportunities.
To add an email:
Open the email you want to add
Click the Add to Daylite button in the Action bar
The email is now stored in Daylite and ready to link
What happens:
The email is saved in your Stored Emails
A sun icon appears in the Message List showing it's in Daylite
You can now link it to contacts, projects, and opportunities
Email Privacy in Mail in Daylite:
Your inbox remains private. When you add an email account to Mail in Daylite, your emails stay private to you. Other Daylite users cannot see your inbox or read your messages.
You control what gets added to Daylite. Mail in Daylite does not automatically add all your emails to Daylite. You must click the Add to Daylite button to store an email in your Daylite database. Until you take this action, the email remains private in your inbox.
Auto-linking works only on emails you add. When you add an email to Daylite, auto-linking connects it to relevant contacts, projects, or opportunities in your database. This happens only after you choose to add the email—never automatically on incoming messages.
Control email visibility. After adding an email to Daylite, you can set permissions to control which team members can view it. By default, emails you add are visible to your team, but you can restrict access to specific users or keep them private. Mail in Daylite gives you complete control over your email privacy and what you share with your team.
Sending Your First Email
Compose a New Message
Click New Message in the toolbar
Enter recipients, subject, and message
Type your message
Click Send
Reply and Forward
Select a message and click:
Reply - Respond to the sender
Reply All - Include all recipients
Forward - Send the message to someone else
Select text and use the formatting toolbar to apply bold, italic, or underline, create lists, add links, or change text alignment.
To manage your signature, please see our signature settings documentation.
Adding an email to Daylite you're about to send is a quick and easy process, and is encouraged because then you have a record of any outgoing correspondence in one easy-to-view location.
Once you have composed a new message and have added all of your recipients, the outgoing email message can be automatically added to Daylite. This can then be seen under the Activity View. Any Daylite Contacts will be automatically linked to the email.
What's Next
Now that you know the basics, explore more of Mail in Daylite
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