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Marketcircle KB
.: Daylite Mail Integration
.: General Questions
.: When I highlight an email and select the contact in the DMI drawer, it does not show any projects or opportunities linked to the contact?
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When I highlight an email and select the contact in the DMI drawer, it does not show any projects or opportunities linked to the contact?
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When you highlight an email and select the contact in the DMI drawer, if no projects or opportunities show up, do the following:
1. Make sure the opportunity has a "Open"status and the project has a status "Not Done."
2. In the Mail window, choose Mail > Preferences > Daylite > General. Enable the 'Show Open Opportunities and Projects for Daylite Users' checkbox.
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417 |
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Daylite Mail Integration
General Questions
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Created
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5-10-2007
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Modified
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5-10-2007
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Author
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Support
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DayLite 1.x
General Questions
Email
Print
1-23-2005
Views: 5518