Merging a Letter Template in Daylite.
You may choose one of the following methods:
A. You can merge a letter and send it by email.
- Select a person
- Choose Edit > Merge > Write Letter in Daylite.
- In the pane that opens, do the following:
*Select a template. (Note: Letter templates can be customized by going to Daylite > Preferences and selecting Letter Templates.)
- Enter a title.
- Select the Email option and choose how you wish to send the email.
- Click Merge.
B. You can simply right-click an object and write an email.
As a pre-requisite, go to Daylite > Preferences, select Contextual Menu, select a person/company and add the "Write Email" option to the menu.
To write emails in Daylite
- Select a person/company.
- Right-click (or control-click) and choose Write Email.
If you want to email multiple people at once, check out How can I send bulk emails in Daylite