How can I link a note or email to an existing item such as a contact, organization, project etc.?

  1. Working from the Notes or Email list in Daylite, highlight the note or email you wish to link
  2. Click on the link to button at the top-right of the Daylite window, a search option will appear
  3. Type the name of the item you wish to be linked to the note
  4. Highlight the object in the search results and double-click it
  5. The item is now linked to the note and will appear in the 'linked' section of the note or email

Daylite Link To Pane

Was this article helpful?


Thanks for your feedback


 please wait...
 

Still can't find what you're looking for?