Daylite Help
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  • Help Center
  • Release Notes
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  • Overview
    • Introduction
    • Daylite Navigation
    • Apple Integration
    • Third Party Integration
    • Contact Integration
    • Calendar Integration
    • Email Integration
    • Managing New Business
    • Managing Projects
    • Linking
    • Segmenting
  • Contact Management
    • Managing Contacts
    • People
    • Companies
    • Importing Contact Information
    • Contact Integration
  • Calendars
    • Using the Daylite Calendar
    • The Value of Linking
    • Types of Calendars
    • Calendar Integration
    • Filling in a New Calendar Appointment
    • Calendar Settings
  • Opportunities
    • Opportunities
  • Email Integration
    • What is Daylite Mail Assistant?
    • Turning on the Daylite Mail Assistant Extension
    • The Daylite Mail Assistant Window
    • Sending an Email using Daylite Mail Assistant
    • Daylite Mail Assistant and Apple Mail
    • Filling in a Daylite Mail Assistant Record
    • Using Daylite Mail Assistant in Real Life
    • Mail Assistant Settings
  • Task Management
    • Overview
    • Tasks View
    • Creating a New Task
    • Editing Your Tasks
    • Viewing your Tasks in Calendar
    • Adding a File to your Task
  • Groups
    • Using Groups
  • Notes
    • Using Notes
  • Segmentation
    • How to Segment your Data
  • Linking, Roles and Relationships
    • Why is Linking Important?
  • Search
    • Using Daylite Search
  • Trash
    • What's in the Trash?
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