How can I link a note or email to an existing item such as a contact, organization, project etc.?
- Working from the Notes or Email list in Daylite, highlight the note or email you wish to link
- Click on the link to button at the top-right of the Daylite window, a search option will appear
- Type the name of the item you wish to be linked to the note
- Highlight the object in the search results and double-click it
- The item is now linked to the note and will appear in the 'linked' section of the note or email