Adding an Email to Daylite
Estimated Time to Complete: 5 minutes
Now that you have connected your email to Daylite, it's time to start building your business communication history. With Mail in Daylite, you can add emails and link them to contacts, allowing Daylite to automatically organize everything for you.
Add an Email to Daylite
Select any email in your inbox you wish to add to Daylite and click the Add to Daylite button in the Action bar.
The email is now stored in Daylite. If the email is from an existing Daylite Contact, or there is a Daylite Contact in the To, Cc, or Bcc fields, the email will be auto-linked to the Contact. If the Contact is linked to an active Opportunity or Project, the email will automatically be linked with these as well. (More on Opportunities and Projects later in the guide!)
Adding Email Threads
When you're viewing an email thread, at the top of the message section you will see the linked messages count. Click this and then select Add all to Daylite.
Linking Items to Emails
When you add an email and link it to an item in Daylite, it becomes a part of that item's Activity history. This ensures you always respond to an email with the full knowledge of your relationship and current business status.
Daylite automatically recognizes contacts on the message if they're already in your database and links the email to them. If those contacts are linked to a single active project or opportunity, the email links to those items as well.
If an item doesn't link automatically, select the Link icon in the Action bar, enter the item name, then double-click it in the list.
Creating People from Email
When you add an email to Daylite and the sender isn't already a contact, Daylite makes adding a new person easy.
To create a person from an email:
Open the email
Click Add to Daylite
Select Create New Person
Daylite automatically fills in Name and Email address. You can then add additional details like Phone numbers, Category, Keywords, etc.
Activity View
You can view a Contact's details directly in the Details View on the right side of the Mail interface. To see their full history in the Activity View, click on Activity in the top right.
Daylite's Activity View shows every Contact's interactions chronologically, and each Item has an associated icon to make it easier to identify.
Stored Emails
The Stored Emails section in Daylite provides a centralized view of all emails you've added to Daylite, regardless of which contact, project, or opportunity they're linked to.
You can find Stored Emails in the Daylite sidebar. This is useful when you need to search across all emails without filtering by contact, want to see a complete overview of recent email activity, or you're looking for an email but don't remember who it was from or which project it relates to.
Summary
Congratulations! You have now begun to utilize Mail in Daylite, bringing the key information out of your inbox and into Daylite!
To review, you have:
✅ Added an email to Daylite
✅ Learned about adding email threads
✅ Linked items to emails
✅ Created a new contact from email
✅ Discovered Stored Emails
✅ Seen how emails appear in the Activity View
Last updated
Was this helpful?