> 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/settings/mac-settings/personal/contextual-menu.md). # Contextual Menu Customize the actions that appear when you secondary click records in Daylite. The **Contextual Menu** settings pane lets you customize the menu that appears when you secondary-click or control-click a record in Daylite. You can customize the menu for each type of record — so the commands you use most on a Person, Company, or Opportunity are one click away, and the ones you never touch are out of the way. It sits under **Personal** in Settings, so your customizations apply only to the user you are logged in as. **Key facts:** * Contextual Menu is a **Personal** setting: your customizations affect only your own login. * Find it at **Daylite > Settings > Contextual Menu**. * Each record type is customized separately using the tabs across the top. * You can restore the original menu at any time with **Reset to Default**. ## What's in the Contextual Menu pane

1. **Record type tabs:** Along the top are tabs for each Daylite record type — Person, Company, Project, Opportunity, Group, Task, Appointment, Note, Email, and Forms. Select a tab to customize the right-click menu for that record type. 2. **Available menu items:** The left column lists every action you can add, each with a short description of what it does — for example, *Add Keyword* ("Add a keyword to the selected people"), *Category*, *Link to…*, *Export as vCard*, and the Merge Using options to generate personalized emails or letters. 3. **Menu:** The right column is the menu as it will actually appear when you right-click that record type — for the Person tab, this is the **Person menu**. 4. **Reset to Default:**Restores the menu for the selected record type to how it was when Daylite was first installed. 5. **Add Separator:** Inserts a divider line into the menu so you can group related commands visually. ## How to Customize a Contextual Menu 1. Go to **Daylite > Settings > Contextual Menu**. 2. Click the tab for the record type you want to customize (Person, Company, Opportunity, and so on). 3. To add a command, **double-click** an item in the Available menu items list, or **drag** it into the menu list on the right. 4. To insert a divider, click **Add Separator**. 5. To remove a command, select it in the right-hand menu list and press **Delete** — it returns to the Available list. 6. To start over, click **Reset to Default**. {% hint style="info" %} **Tip:** Customize the record types you act on most — usually Person and Company. Put the commands you run daily (like Add Keyword, Category, or Write Email) near the top, and use separators to group them so the menu reads at a glance. {% endhint %} The shortcut menu provides quick access to actions for the selected record. Each record type has its own menu, which can be customized in **Contextual Menu** settings. **Available for** identifies the record you select, rather than the type of record the command creates. The shortcut menu provides quick access to actions for the selected record. Each record type has its own menu, which can be customized in **Contextual Menu** settings. **Available for** identifies the record you select, rather than the type of record the command creates. ### Contextual Menu Options

Edit and Organize Contextual Menu Options

Option	What it does	Available for
Edit Selection	Opens the selected record for editing.	People, Companies, Projects, Opportunities, Groups, Tasks, Appointments, Notes, Emails
Bulk Edit	Updates multiple selected records at once.	People, Companies, Projects, Opportunities, Groups, Tasks, Appointments, Emails, Forms
Duplicate	Creates a copy of the selected record.	People, Companies, Projects, Opportunities, Groups, Tasks, Appointments, Notes, Forms
Delete	Deletes the selected records.	People, Companies, Projects, Opportunities, Groups, Tasks, Appointments, Emails, Forms
Combine…	Combines two selected records into one.	People, Companies
Category	Changes the category assigned to the selected records.	People, Companies, Projects, Opportunities, Groups, Tasks, Appointments, Notes, Emails
Add Keyword	Adds a keyword to the selected records.	People, Companies, Projects, Opportunities, Groups, Tasks, Appointments, Emails, Forms
Owner	Changes who owns the selected records.	People, Companies, Projects, Opportunities, Groups, Appointments, Notes, Forms
Priority	Changes the priority of the selected records.	People, Companies, Projects, Opportunities, Groups, Tasks
Flagged	Adds or removes a flag to help identify records that need attention.	People, Companies
Status	Changes the status of the selected records.	Projects, Tasks, Appointments
State	Changes the state of the selected opportunities.	Opportunities
Type	Changes the task type.	Tasks
Worklist	Adds tasks to or removes them from your Worklist.	Tasks
Someday	Sets tasks aside without a specific due date.	Tasks

Create Contextual Menu Options

Option	What it does	Available for
New Person	Creates a linked person.	Companies, Projects, Opportunities, Groups, Tasks, Appointments, Notes, Emails, Forms
New Company	Creates a linked company.	People, Projects, Opportunities, Groups, Tasks, Appointments, Notes, Emails, Forms
New Project	Creates a linked project.	People, Companies, Groups, Tasks, Appointments, Notes, Emails, Forms
New Opportunity	Creates a linked opportunity.	People, Companies, Groups, Tasks, Appointments, Notes, Emails, Forms
New Group	Creates a linked group.	People, Companies, Projects, Opportunities, Tasks, Appointments, Forms
New Task	Creates a linked task.	People, Companies, Projects, Opportunities, Groups, Appointments, Notes, Emails
New Appointment	Creates a linked appointment.	People, Companies, Projects, Opportunities, Groups, Tasks, Notes, Emails
New Note	Creates a linked note.	People, Companies, Projects, Opportunities, Groups, Tasks, Appointments
New Activity Set	Creates a set of tasks and appointments from an activity set for the selected record.	People, Companies, Projects, Opportunities, Groups
New Follow-Up Task	Creates a task to follow up on the selected record.	People, Companies, Tasks, Appointments
New Follow-Up Appointment	Creates an appointment to follow up on the selected task or appointment.	Tasks, Appointments
New Subtask	Creates a subtask under the selected task.	Tasks
New Subgroup	Creates a subgroup within the selected group.	Groups
New Project from Opportunity	Creates a project from the selected opportunity.	Opportunities
Convert Task to Project	Converts an existing task into a project.	Tasks

Link, Find, and Collect Contextual Menu Options

Option	What it does	Available for
Link to…	Opens the linking window to connect the selected records to other records in Daylite.	All record types
Go To Selection	Shows the selected record in Daylite’s main window.	People, Companies, Projects, Opportunities, Groups, Tasks, Appointments, Notes, Emails
Copy Hyperlink	Copies a link to the selected record that can be pasted elsewhere.	Companies, Projects, Opportunities, Groups, Tasks, Appointments, Emails, Forms
Copy Phone/Address Info…	Copies phone or address information from the selected record.	People, Companies
Add File	Adds a file attachment or file reference to the selected record.	People, Companies, Projects, Opportunities, Groups, Tasks, Appointments
New List	Creates a list containing the selected records.	People, Companies, Projects, Opportunities, Groups, Tasks, Appointments, Notes, Emails

Email, Call and Generate Documents Contextual Menu Options

Option	What it does	Available for
Write Email	Starts an email linked to the selected records.	People, Companies, Projects, Opportunities, Groups
Write BCC Email	Starts an email with recipients in the Bcc field, keeping their addresses hidden from one another.	People, Companies, Projects, Opportunities, Groups
Email Selected Note	Prepares the selected note for sharing by email.	Notes
Email Selected Email	Prepares the selected email for sharing by email.	Emails
Reply	Starts a reply to the sender of the selected email.	Emails
Reply All	Starts a reply to the sender and other recipients of the selected email.	Emails
Show in Apple Mail	Shows the original email in Apple Mail.	Emails
Show in My Mail	Shows the original email in My Mail.	Emails
FaceTime Call	Starts a FaceTime audio call with the selected person.	People
FaceTime Video Call	Starts a FaceTime video call with the selected person.	People
Write Letter in Daylite	Creates a letter using information from the selected records and links it to them.	People, Companies, Projects, Opportunities, Forms
Merge Document from…	Merges information from the selected records into a document from another app.	People, Companies, Projects, Opportunities, Forms
Merge Using Keynote	Merges information from the selected records into a Keynote presentation.	People, Companies, Forms
Merge Using Microsoft Excel	Merges information from the selected records into an Excel spreadsheet.	People, Companies, Forms
Merge Using Microsoft Word	Merges information from the selected records into a Word document.	People, Companies, Forms
Merge Using Numbers	Merges information from the selected records into a Numbers spreadsheet.	People, Companies, Forms
Merge Using Pages	Merges information from the selected records into a Pages document.	People, Companies, Forms

Print and Export Contextual Menu Options

| Option | What it does | Available for | | ----------------------------------- | ---------------------------------------------------------------------------------- | ------------------------------------------------- | | **Write Letter in Daylite** | Creates a letter using information from the selected records and links it to them. | People, Companies, Projects, Opportunities, Forms | | **Create Documents from Template…** | Creates documents from a template using information from the selected records. | People, Companies, Projects, Opportunities | | **Merge Document from…** | Merges information from the selected records into a document from another app. | People, Companies, Projects, Opportunities, Forms | | **Merge Using Keynote** | Merges information from the selected records into a Keynote presentation. | People, Companies, Forms | | **Merge Using Microsoft Excel** | Merges information from the selected records into an Excel spreadsheet. | People, Companies, Forms | | **Merge Using Microsoft Word** | Merges information from the selected records into a Word document. | People, Companies, Forms | | **Merge Using Numbers** | Merges information from the selected records into a Numbers spreadsheet. | People, Companies, Forms | | **Merge Using Pages** | Merges information from the selected records into a Pages document. | People, Companies, Forms |

## Frequently Asked Questions **Do my contextual menu changes affect my teammates?** No. Contextual Menu is a Personal setting — it only changes the right-click menus for the account you're logged in as. **Can I customize the menu differently for each record type?** Yes. Each record type — Person, Company, Project, Opportunity, Group, Task, Appointment, Note, Email, Forms — has its own tab and its own menu. **How do I remove an item I added?** Select it in the right-hand menu list and press Delete. It moves back to the Available menu items list and is removed from the right-click menu. **How do I get the original menu back?** Click **Reset to Default** for that record type to restore the menu Daylite shipped with. --- # 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/settings/mac-settings/personal/contextual-menu.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.