*Apple Help for Daylite.
As of version 3.5, Daylite comes with a detailed and extensive Apple Help system. Apple Help...
Views: 4587
How can I add a multi-line address?
To enter an address into the Address Field that requires a second line, hold down the [OPTION]...
Views: 3273
How can I add a phone extension?
To add the "x" letter (denoting a phone extension number) simply hold down the [OPTION] key and...
Views: 3284
How can I add/remove contacts from the computer menu bar and dock?
To add/remove contacts from this view, open the contact edit window, click the 'Extra' tab,...
Views: 4627
How can I add/remove Next/Last appointments from the card view in the Contact detail window?
If the Next/Last Activity card view is empty, simply click the '+' button located at the top...
Views: 10144
How can I arrange columns based on the fields I require in the Results pane?
If you wish to arrange the column headers in the Results pane for either printing a live list or...
Views: 6285
How can I customize the toolbar?
1. Working from Daylite, choose View -> Customize Toolbar. Or, alternatively hold down the...
Views: 2811
How can I display 'All' information contained from within an item. i.e Contacts, Organizations, Projects etc?
You can achieve this very easily by creating a new Smart List, giving it a name (for example...
Views: 10769
How can I display a shared calendar for all users in Daylite?
Do the following: 1) Open the Calendar view and click the "+" button to create a New Smart list....
Views: 11267
How can I display due dates for Tasks, Opportunities or Projects when viewing my Calendar?
1) Open the Calendars view. 2) Choose View > Calendars > Show Due List.
If you are in...
Views: 7841
How can I display the Notification window?
To display the Notifications window, choose Window > Notifications.
Views: 4544
How can I filter items based on a form field query?
Daylite can search and filter items in your database based on the form fields you have set up....
Views: 4525
How can I get personalized training or assistance?
You have the following options and resources:1. Learning tutorials or movies.
2. Support page on...
Views: 2872
How can I link objects to one another?
There are many ways to link objects in Daylite.The following example illustrates linking a...
Views: 4465
How can I print forms?
To print a form1. Click the Forms tab and select a form you want to print.2. Choose File >...
Views: 5101
How can I print the various Calendar views?
If you would like to print either the Daily, Weekly or Monthly views, simply click anywhere...
Views: 6635
How can I remove unwanted "Location" labels ?
Create a 'Smart List' based on the Location label you would like to be removed (this should be...
Views: 5637
How can I set up Daylite to include specific column headers in the list view?
Click here to watch a movie that illustrates how to include specific column headers in the list...
Views: 3675
How can I switch On or Off the notification advising that an update is available?
Do the following:
1. Choose Daylite > Preferences.
2. Click General.
3. Select the 'Check...
Views: 4441
How do I add labels for different types of phone numbers, addresses and emails?
Addresses, phone numbers, and electronic addresses have labels that identify them, such as Home,...
Views: 11522
How do I add or attach a picture or photo to a contact?
To add a picture to a contact, do the following:1) Choose View > Contacts.2) Select a contact...
Views: 4522
How do I add or remove products and services?
To add, remove or edit products or services, do the following:
1. Choose Window > Products...
Views: 6401
How do I change an appointment into an All Day Event?
To change an appointment into an all-day event:
1. Create a new appointment or open an existing...
Views: 4942
How do I change the page margins in a letter or letter template?
Working from Daylite, do the following:
1) Open a letter or letter template.2) Choose File >...
Views: 7643
How do I create an industry specific database from a database template?
The industry specific database templates help you to speed up your Daylite customization...
Views: 6832
How do I create custom pipelines?
To create new custom pipelines, do the following:1. Choose Daylite > Preferences.
2. Click...
Views: 7895
How do I customize the Calendar settings?
You can customize many aspects of your calendar. In the daily/weekly calendar view, there is a...
Views: 4809
How do I delete items in my database, for example, contacts, organizations, tasks, etc?
Do the following:
Simply highlight the item(s) (i.e Contact/Organization names, Appointments...
Views: 8260
How do I narrow to a selection?
Do the following:1) Select the items you want (for example, 3 contact names).2) Choose File >...
Views: 1971
How do I print a list of contacts?
This article will walk you through the steps required to print a list of contacts. This same...
Views: 3546
How do I remove a Contact's picture in Daylite?
To remove a photo/picture of a contact, do the following:1) Go to the Contacts view.
2) Select a...
Views: 4311
How do I sort items in Daylite (for eg: contacts, tasks, etc) by a certain field or column header?
Let's consider the example of contacts.
1. Choose View > Contacts.
2. Choose View >...
Views: 12890
How do I unlink an organization from a contact?
Ensure that you are in the "List, Linked and Business Card" view (View > List > List,...
Views: 6047
How do I use the 'Bulk Edit' feature?
The Bulk Edit feature allows you to modify multiple items of the same kind in your database at...
Views: 9925
How do I view a pipeline once it's been created? Does it have to be viewed in the pipeline pane?
Working from the Projects view (or Opportunities view), select a project (or opportunity) and...
Views: 7312
How do you link an opportunity to a project?
To link an opportunity to a project, select the opportunity, drag and drop it over the...
Views: 3878
