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  • The Daylite Favorites Bar
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  1. Tabs and Favorites

Tabs and Favorites

Estimated Time to Complete: 3 minutes

PreviousTackling Your InboxNextA Different Perspective

Last updated 10 months ago

Time is irreplaceable, so make the most of it!

Daylite's timesaving features that streamline routine tasks and simplify navigation are crucial in your day-to-day, keeping things from falling through the cracks while boosting productivity and efficiency as you focus on higher-priority activities.

Opening multiple tabs and customizing your Favorites Bar in Daylite reduces the time spent switching tasks and searching for information. These enhancements ensure a fluid workflow, minimize distractions, and help you achieve more with less effort, making the most of your valuable time.

Opening Multiple Tabs

Just like a web browser, you can open and arrange multiple tabs within Daylite. Each one is identified by the name of the Contact, Company, Project, Opportunity or Note.

  1. Click the + icon to create new Tabs.

  2. Tabs can be rearranged in a preferred order by drag and drop.

Here are six keyboard shortcuts that make working in tabs easier for you:

  • Command + T — Open a new tab

  • Shift + Command + \ — Show all tabs

  • Command + W — Close current tab

  • Option + Command + W — Close all other tabs

  • Control + Tab — Show next tab

  • Control + Shift + Tab — Show previous tab

The Daylite Favorites Bar

You can also utilize Daylite's Favorites Bar to quickly switch to your frequently used items. For example: If you regularly open a Smart List, such as a List of Projects with Due Tasks, simply drag the item to the Favourites Bar and release. Now you have quick access to your most frequently used items.

Tip - To turn on Daylite's Favorites Bar, select 'Show Favorites' from the View menu.

Summary

Congratulations! You have now saved so much time by opening multiple tabs and customizing your Favourites Bar.

To review, you have:

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Extensive List of Keyboard Shortcuts