> For the complete documentation index, see [llms.txt](https://docs.daylite.app/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.daylite.app/help/mac-fundamentals/email/the-mail-view.md). # The Mail View Find your way around the Mail view in Daylite. Explore the four panes, the icons in your message list, the Action bar, Priority Inbox, and the view on iPhone. The Mail view is where you read and work with email in Daylite. On Mac, you open it by selecting **My Mail** in the Sidebar; it is laid out in four panes, with a toolbar for standard email actions and an Action bar for Daylite actions. On iPhone and iPad, you open it by selecting **Mail** in the Sidebar and choosing an account. **Key facts:** * The Mac layout has four panes: Mailbox List, Message List, Message View, and Details Pane. * The Action bar is the row of Daylite actions below the message header, used to add an email to Daylite and create linked items from it. * Priority Inbox is a view that shows only messages involving Daylite contacts and users, plus flagged messages. * Icons in the Message List show at a glance which messages involve Daylite contacts and which are already in Daylite. * The Details Pane shows the Daylite details and activity for the contact on the selected message. ### The Mail View Layout {% tabs %} {% tab title="Mac" %} Mail in Daylite is organized into four panes. 1. Mailbox List 2. Message List 3. Message View 4. Details Pane

#### 1. Mailbox List The Mailbox List shows all your accounts, inboxes, and folders. Use it to switch between mailboxes. #### 2. Message List The Message List shows the messages and conversations in the selected mailbox. The search bar at the top of this pane looks up emails by contact or subject. **What the Icons in the Message List Mean** Icons in the Message List identify which messages involve Daylite, so you can scan the list without opening each message.

	Icon	Meaning
_1.	Rectangular orange user icon	The message is from a Daylite teammate
	Orange person icon	The sender is a Daylite contact
	Orange sun	The email or conversation has been added to Daylite
	Partial sun	Only part of the conversation has been added to Daylite
	Flag	You have flagged the message

	Icon	Meaning
	Paperclip	The message has attachments
	Unread dot	The message is unread
	Thread count badge	The number of messages in the conversation

#### 3. Message View The Message View shows the email or conversation you have selected in the Message List. #### 4. Details Pane The Details Pane shows the details and activities of the Daylite items on the selected email. Its Activity tab shows the Tasks, Appointments, Opportunities, and Projects linked to the sender, so you can see the relationship without leaving your email. {% endtab %} {% tab title="iPhone & iPad" %} Select **Mail** from the Sidebar, then choose an email account. The Message List shows your messages, and selecting one opens it on the right. The mobile view does not use the four-pane layout, and the Daylite actions appear below the email title rather than in a separate Action bar. **What the Icons Mean on iPhone and iPad** The mobile Message List uses its own set of indicators: | Icon | Meaning | | --------------------------- | ------------------------------------------------------------------------------------ | | Grey number beside the date | A thread exists, and how many messages it contains | | Yellow sun | The email contact has been added to Daylite | | Greyed-out sun | At least one contact in the thread has been added. Open the thread to add the others | | Paperclip | At least one linked item is attached to the email contact | | File card | The recipient of the incoming email has a Daylite record | | Small square | At least one Task is attached to the email contact | | Small clock face | At least one Appointment is attached to the email contact | ![](https://docs.daylite.app/help/~gitbook/image?url=https%3A%2F%2F412817948-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F2Y2ZLtd37G0pyq4vd6oh%252Fuploads%252FHUgU1hroP7V6IRptsumy%252Fmail-integration%255Csymbols.png%3Falt%3Dmedia%26token%3Dc9ad22fc-fb41-4c4f-9989-c979f65c9022\&width=768\&dpr=3\&quality=100\&sign=9d2ce733\&sv=2) ![](https://docs.daylite.app/help/~gitbook/image?url=https%3A%2F%2F412817948-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F2Y2ZLtd37G0pyq4vd6oh%252Fuploads%252FgilHmEzTJVNOSrOfVqLH%252Fmail-integration%255Csymbols2.png%3Falt%3Dmedia%26token%3D8f0f6332-cc90-4132-b8ee-eedb26a935bb\&width=768\&dpr=3\&quality=100\&sign=415f07ff\&sv=2) ![](https://docs.daylite.app/help/~gitbook/image?url=https%3A%2F%2F412817948-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F2Y2ZLtd37G0pyq4vd6oh%252Fuploads%252FKxxQHS9QJ4zQIFYSAsfn%252Fmail-integration%255Csymbols3.png%3Falt%3Dmedia%26token%3D2e8ac431-7bd9-4bb2-be0b-4bc59b390c1f\&width=768\&dpr=3\&quality=100\&sign=fb6bd539\&sv=2) {% endtab %} {% endtabs %} ### The Toolbar and Standard Email Actions The toolbar across the top of the Mail view holds the standard email actions: * Get New Mail * Reply, Reply All, and Forward * Mark as Read or Unread * Flag * Archive, Delete, and Move to Folder * Further options in the **More** menu

For how to compose, reply, forward, and redirect, see [Sending and Replying to Email in Daylite](https://docs.daylite.app/help/fundamentals/email/sending-and-replying-to-email). ### The Action Bar and What Each Button Does The Action bar is the row of Daylite actions below the message header. It is where an email becomes a Daylite record.

Button	What it does
Add to Daylite	Stores the email in Daylite and links it to contacts automatically
New Task	Creates a Task linked to the email
New Appointment	Creates an Appointment linked to the email
New Opportunity	Creates an Opportunity linked to the email
New Project	Creates a Project linked to the email
Link	Connects the email to an existing Daylite item

Each of these creates the item, suggests the email subject as its name, and links the related items to it. For the steps, see [How to Add an Email to Daylite](https://docs.daylite.app/help/fundamentals/email/adding-emails-to-daylite). In a thread, each message has its own date, sender, overflow menu, and Action bar, so you can act on individual messages within the conversation. #### Add to Daylite Stores the email in Daylite and links it to contacts automatically

#### New Task Creates a Task linked to the email ![](https://docs.daylite.app/help/~gitbook/image?url=https%3A%2F%2F412817948-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F2Y2ZLtd37G0pyq4vd6oh%252Fuploads%252F8iofLv8LBTzSXJzYyU30%252Fmail-integration%255Cnew-task-button.png%3Falt%3Dmedia%26token%3Dfe70958c-81eb-444f-ae99-5e81e95c5859\&width=768\&dpr=3\&quality=100\&sign=afb2f9d6\&sv=2) #### Link Connects the email to an existing Daylite item ![](https://docs.daylite.app/help/~gitbook/image?url=https%3A%2F%2F412817948-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F2Y2ZLtd37G0pyq4vd6oh%252Fuploads%252Fnlam8lXggiWqL2y3HepZ%252Fmail-integration%255Cadd-link.png%3Falt%3Dmedia%26token%3D34c798a1-9397-4453-b1b1-e1566e470f58\&width=768\&dpr=3\&quality=100\&sign=1d6f1559\&sv=2) ### What Is Priority Inbox? Priority Inbox is an inbox view that surfaces messages connected to your business — emails from Daylite contacts and teammates — and keeps everything else out of the way until you turn it off. 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 are not in your Daylite database * Newsletter subscriptions, unless they come from a Daylite contact * Promotional emails * Other messages not connected to your business The **Flagged** group is the exception: it shows all flagged messages regardless of sender. To see every message, turn Priority Inbox off. {% hint style="info" icon="lightbulb" %} **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. {% endhint %} #### How Priority Inbox Groups Your Messages When Priority Inbox is on, your messages are sorted into four groups: 1. **New from Daylite Contacts** — unread emails from anyone in your Daylite database. 2. **New from Team** — unread emails from your Daylite teammates. 3. **Flagged** — emails you have flagged for follow-up, from any sender. 4. **Previously Read** — read emails involving Daylite contacts or users.

#### How to Turn Priority Inbox on and off 1. Open **My Mail** in the Sidebar. 2. Select the **Inbox** folder. 3. Click **Priority** in the toolbar. Click **Priority** again to turn it off and return to the standard chronological inbox. {% hint style="info" icon="lightbulb" %} **Tip:** To see a sender's messages in Priority Inbox, add them as a contact in Daylite. Their future emails then appear in the appropriate Priority Inbox group. {% endhint %} #### Using Inbox Filters with Priority Inbox Inbox filters refine the Message List further. They work whether Priority Inbox is on or off, and when it is on they apply within the Priority Inbox groups.
1. Click the filter icon next to the search bar. 2. Select a filter: * **Unread** — messages you have not read * **Flagged** — messages you have flagged * **Attachments** — messages with attachments * **Daylite Contacts** — messages from Daylite contacts * **Daylite Users** — messages from Daylite users

### Mailboxes, Folders, and Switching between Accounts The Mailbox List on the left holds each connected account with its own mailboxes and folders. You can view one account at a time or view all accounts together in a unified inbox. To add another account, go to **Daylite > Settings > Mail > Mail Accounts > Add Mail Account**. See [Mail in Daylite Settings](https://docs.daylite.app/help/fundamentals/email/mail-in-daylite-settings). Mail in Daylite does not create mailboxes. To add one, create it in another mail app and it appears in Mail in Daylite. Emails can be moved between mailboxes within the same account, but not between accounts.

### Viewing Emails #### Viewing an Individual Email {% tabs %} {% tab title="Mac" %} When you select a message, the Message View shows the subject, date, and recipient list at the top, with the Message List icons carried through, and the message body below. The Details Pane on the right shows the contact details for the sender, and its Activity tab shows the Daylite activity linked to that contact.

{% endtab %} {% tab title="iPhone & iPad" %} Selecting a message opens it on the right. Tapping the **>** beside a contact's name opens their record in the Details View, where **Edit** lets you change the record. ![](https://docs.daylite.app/help/~gitbook/image?url=https%3A%2F%2F412817948-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F2Y2ZLtd37G0pyq4vd6oh%252Fuploads%252FEHW3lXRJnDKCGrCbPcCJ%252Fmail-integration%255Cedit-button.png%3Falt%3Dmedia%26token%3D5b97dcf1-7ef7-4844-a937-7bc2e592ed36\&width=768\&dpr=3\&quality=100\&sign=3f704082\&sv=2)

\ The Activity View shows the contact's linked Emails, Appointments, Tasks, Files, Notes, and Forms in chronological order. ![](https://docs.daylite.app/help/~gitbook/image?url=https%3A%2F%2F412817948-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F2Y2ZLtd37G0pyq4vd6oh%252Fuploads%252F7TqmI864PhFWg9jIOkJe%252Fmail-integration%255Cactivity-pane.png%3Falt%3Dmedia%26token%3D478c898b-be2b-496e-8c79-74931032c152\&width=768\&dpr=3\&quality=100\&sign=43cba04d\&sv=2) {% endtab %} {% endtabs %} #### Viewing an Email Thread When a message is part of a conversation, Daylite shows the full thread in the Message View. Each message in the thread displays its own date, sender, overflow menu, and Action bar. The linked messages count at the top of the message section shows how many messages in the thread are in Daylite. Clicking it gives you the option to add or remove the whole conversation at once. See [How to Add an Email to Daylite](https://docs.daylite.app/help/fundamentals/email/adding-emails-to-daylite). A grey number beside the date shows that a message is part of a thread and how many messages it contains. Open the thread to see each message and to add further contacts from it to Daylite.

### Attachments in the Mail View When a message or conversation contains attachments, Mail in Daylite shows an attachment strip listing every file. From the strip you can add all attachments to Daylite, add individual attachments, preview a file with Quick Look, save all files to your Mac, and choose whether attachments are included when the email is linked to a Project or Opportunity. The strip behaves the same way for single messages and for conversations.

### Keyboard Shortcuts in Mail in Daylite | Shortcut | Action | | ----------------- | ---------------------------------------------------------------- | | Command-L | Link to an existing item | | Command-R | Reply | | Shift-Command-R | Reply All | | Shift-Command-F | Forward | | Shift-Command-D | Send | | Shift-Command-U | Mark as Read or Unread | | Shift-Command-L | Flag | | Control-Command-A | Move to Archive; in Archive, moves the message back to the Inbox | | Shift-Command-J | Move to Junk | ### Frequently Asked Questions **What does the sun icon next to an email mean?** An orange sun means the email or conversation has been added to Daylite. A partial sun means only some messages in the conversation have been added. **Why can't I see all my emails when Priority Inbox is on?** Priority Inbox shows only messages involving Daylite contacts and users, plus flagged messages. Click **Priority** in the toolbar to turn it off and see everything. **Can I create a new mailbox in Daylite?** No. Create the mailbox in another mail app and it appears in Mail in Daylite. **Can I move an email to a mailbox in a different account?** No. Emails can be moved only between mailboxes in the same account. **How do I see all my accounts at once?** Use the unified inbox in the Mailbox List, which shows all connected accounts together. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.daylite.app/help/mac-fundamentals/email/the-mail-view.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.