Search  
   
Browse by Category
Marketcircle KB .: Daylite 3.x .: General Questions .: How can I link objects to one another?

How can I link objects to one another?

There are many ways to link objects in Daylite.

The following example illustrates linking a Contact to a Group:
Method 1:
1. Select a Contact from the Contact View
2. Click on the Link button on the top-right corner of the screen (in the tool bar)
3. In the search field of the link sheet that appears, type in the name of the Group that you want to link the contact to, and press [enter].
4. Select the Group from the matching results then click on the Link Button.

Method 2:
1. Go to your Contacts view.
2. Select your Contact, drag the contact to the Groups Icon in the Navigator pane, and hold your cursor there until Daylite takes you to the Groups View.
3. In the Groups view, drag your Contact over to the Group that you want to link the contact to. (When you hover over the groups, the one that you are about to link will be outlined with a black box, and your mouse arrow will have a green bubble with a plus sign)

Method 3:
1. From the Groups view, select the Group that you want to link to.
2. Click on the link button
3. In the Link window that appears, type in the name of the Contact in the search field,
then press [enter].
4. Select the Contact from the matching results then click on the Link button

Method 4:
1. Go to your Groups View.
2. Open up the Find window by going to the file menu and selecting Find ([Apple] + F)
3. In the search field of the find window, type in the name of the Contact, then press [enter]
4. Drag the Contact(s) from the Find window to the appropriate group in the Results List

How helpful was this article to you?

Related Articles

article How do I unlink an organization from a contact?
*Go to the Contact view (View ->...

(No rating)  6-11-2006    Views: 3079   
article Does DMI create a genuine copy of emails and attachments in Daylite, or does it just create a link to an email
Unlike other systems that...

  7-21-2006    Views: 7588   
article Selecting an email address from within Daylite does not link the email to the contact in the new message window.
This is a new problem as of Mac...

  6-23-2008    Views: 975   
article How do you link a Opportunity to a Project?
In the present build of the...

  5-18-2006    Views: 1992   
article Can I produce a object count (i.e how many Contacts, Appointments, Notes) are in my database?
From the Daylite menu bar...

  4-28-2006    Views: 3390   
article How do I delete objects i.e Contacts, Organizations, Tasks etc in Daylite?
Simply highlight the object or...

  5-3-2006    Views: 4260   
article What objects can I add a Pipeline to?
Pipelines can only be applied to...

  7-11-2006    Views: 2076