The Value of Linking
Last updated
Last updated
It’s not enough to simply create a Calendar entry and wait for it to pop up and remind you about an important meeting or appointment. You need to know how everything ties together, and you need to be able to access that information quickly and easily. This is called Linking, and it is one of Daylite’s greatest strengths.
One of the great advantages of Daylite is that it lets you connect the common threads together in a meaningful and productive way. You can do this quite easily when creating a brand new appointment, or by selecting an existing appointment and tapping Edit. Scroll down until you see linked and select + Add Link. You can then choose to link your meeting to a Person, Company, Project or Opportunity.
It is really important to understand the difference between using the New Object button, the … menu, and the Link to… feature in Daylite.
By selecting the New Object drop down you are creating a brand new Contact, Task, Project etc from scratch. It acts completely independently from whatever Object you are currently viewing, meaning you could be looking at something in your Calendar, and decide to create a New Task that has nothing to do with the Calendar.
The ... button on the right hand side of the Calendar lets you create either:
A brand new Object that will be linked to the currently selected appointment, such as a new Task that needs to be done prior to the meeting.
You can also use the Link to… feature to link an existing file, a Contact or minutes of a meeting to the Appointment.
