HelpSaving & Processing
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Saving & Processing
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Email on Demand FAQ
The Daylite Mail Assistant
3:09
Achieving Inbox Zero
2:03
Adding Appointments using Daylite Mail Assistant
Can everyone see the email that I am bringing into Daylite?
Can I move folders containing files that are linked to Daylite objects?
How can I add an email into Daylite using the Daylite Mail Assistant?
How can I email a note that was created in Daylite?
How can I link my email to a Contact in Daylite Mail Assistant?
How can I prevent email notifications from being sent?
How can I set the category and keywords for existing emails in Daylite?
How can I unlink a contact from an email when using the Daylite Mail Assistant?
How do I link an email to a contact that doesn't exist in Daylite?
How to Add a Category to an Email Automatically
How to add previously received emails to Daylite
How to Add Tasks Using Daylite Mail Assistant
How to automatically link emails in Daylite
How to Create New Opportunities With The Daylite Mail Assistant
How to link files in your database
How to Manage Email On-Demand
How to Send Email to a Team With Team View
What does the number beside "MESSAGE" represent in the Daylite Mail Assistant panel?
When I try to add an attachment with Mail Integration I get the message "Unable to store attachment"
Why can't I see the Daylite Mail Assistant in Apple Mail?
Why do I see a scissors icon in some of my emails that were added to Daylite?
Templates & Email Blasts
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Templates & Email Blasts
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How do I customize Letter Templates in Daylite?
2:59
Merging a Letter Template in Daylite
Merge Keys for External Applications
Adding Form Fields into Letter Templates in Daylite
Emails Fail To Upload After Upgraded To Email On Demand
How can I email contacts that are linked to a group?
How can I send bulk emails in Daylite?
How to Change Paper Size for Letter Templates
How to duplicate a letter template
I'm unable to merge a letter template for a Person and send it via an email
Limitations when creating emails or merging letter templates with Daylite
Which Email Address is Used when sending an email from Daylite?
Filtering & Searching
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Filtering & Searching
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Filtering
2:13
How can I create a smart list based on Notes or Emails?
How to open an email stored in Daylite with Apple Mail
How to save a created Smart List
How to set "Show in Daylite" to open a new Tab from Daylite Mail Assistant
I am trying to link an email to another Daylite user but cannot find them
Performing a search in Daylite.
When I attempt to send an email existing in Daylite, I see an error
Where can I see the emails that I have linked using the Daylite Mail Assistant in Daylite?
Integration & Add-ons
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Integration & Add-ons
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Which email clients are supported by Daylite?
How can I make Daylite plugins work with Daylite Mail Assistant?
Daylite Mail Assistant and Mail Act-On Incompatibility
Direct Mail integration
How to Send Contacts From MailChimp to Daylite With Zapier
Is the Daylite Mail Assistant available for use on iPad?
MailChimp Plug-in
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