Setting Up Mail

Estimated Time to Complete: 5 minutes

Mail in Daylite brings your email directly into your workflow, making it easier than ever to connect incoming and outgoing emails to your business records. Link your communications to customers and companies, across tasks, projects, and more.

Having a complete history of communication in one place is indispensable because you always have the information you need at your fingertips! Connecting your email to Daylite turns your inbox into a powerful tool that allows you to effortlessly link your communications with contacts, opportunities, and projects.

Add your email account to Daylite and never miss an important detail again.

Add Your Email Account to Daylite

Daylite works with all major email providers, so you can bring your inbox right into your workflow.

Quick Setup :

1. Select My Mail in the sidebar

2. Click Add Mail Account

1. Choose your email provider:

• Gmail

• iCloud

• Office 365

• Outlook

• Yahoo

• AOL

• IMAP (for other providers)

1. Follow the prompts to sign in

Provider-Specific Setup

Some email providers require app-specific passwords for security:

Gmail - Gmail setup instructions →

iCloud - iCloud setup instructions →

Yahoo - Yahoo setup instructions →

AOL - AOL setup instructions →

For detailed instructions: View complete setup guide →

Once your account is connected, your inbox appears in Daylite, ready to connect with your business workflow.

Add Additional Accounts

Need to add multiple email accounts? No problem!

After adding your first account, add more by choosing Daylite > Settings > Mail > Mail Accounts > Add Mail Account.

You can manage multiple inboxes from different providers all within Daylite.

Navigate Mail in Daylite

Once your email account is connected, Mail in Daylite organizes your email into four main sections:

1. Sidebar Displays all your inboxes, folders, and accounts. Switch between accounts or view all inboxes together.

2. Message List Shows messages from the selected mailbox with visual indicators to help you identify important emails quickly.

3. Message View Read your selected email and take action with the Toolbar and Action bar.

4. Details View See business context and related items to the email for the email sender—including tasks, opportunities, projects, and activity history.

This layout keeps everything you need visible: your emails, your actions, and your business context—all in one place.

Congratulations! You have now connected your email to Daylite.

Next, let's look at adding an email to Daylite and building your activity history.