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
Mail in Daylite is organized into four panes.
Mailbox List
Message List
Message View
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 |
|
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.
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:
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
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.
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.
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.
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
Link
Connects the email to an existing Daylite item
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.
How Priority Inbox Groups Your Messages
When Priority Inbox is on, your messages are sorted into four groups:
New from Daylite Contacts — unread emails from anyone in your Daylite database.
New from Team — unread emails from your Daylite teammates.
Flagged — emails you have flagged for follow-up, from any sender.
Previously Read — read emails involving Daylite contacts or users.
How to Turn Priority Inbox on and off
Open My Mail in the Sidebar.
Select the Inbox folder.
Click Priority in the toolbar.
Click Priority again to turn it off and return to the standard chronological inbox.
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.
Click the filter icon next to the search bar.
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.
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
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.
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.
The Activity View shows the contact's linked Emails, Appointments, Tasks, Files, Notes, and Forms in chronological order.
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.
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
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.
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