How to link appointments in Daylite

Appointments can be linked to other Daylite objects to give them more context and relevance. Linking allows you to keep related pieces of information in one place and analyze the context of that information.

For example, a meeting that is conducted as part of a project can be linked to the project. Additionally, you could create a note to record the meeting minutes and link the note to the appointment.

To link an appointment with other objects

  1. Create a new appointment, or, open an existing appointment.
  2. Under linked, click the Add Link button.
  3. Enter the name of the object you wish to search and press return.
  4. Highlight the object from the search results and select it by double-clicking. Daylite links the selected object to the appointment.

Was this article helpful?

Thanks for your feedback

 please wait...

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