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This guide is also useful for anyone who has limited access to decent internet making it difficult to reliably view the free online Daylite course videos. Cloud users can skip over the self-serve content while self-serve users can also learn about the Daylite Server Admin app which is an integral part of their setup. As of version 6 Daylite is now available as a cloud solution and a self-serve solution.

DOWNLOAD DAYLITE 5 MANUALS

1 Daylite 6 User Guide (February 20th, 2016) Quick Tip - To search for a specific word in this guide, use the command+f keyboard shortcut to searchĢ Table of contents Table of contents 2 About this guide 3 System Requirements 4 The Purpose of Daylite 5 The Daylite Ecosystem 7 Getting started with Daylite 9 Installing Daylite Server Admin (self-serve users) 9 Creating a new database 10 Restoring a database 12 Migrating from an older version of Daylite to Installing Daylite and Daylite Mail Assistant on Mac 16 Connecting to your database (self-serve users) 16 Installing Daylite on iphone and ipad 19 Connecting to your database 19 Sharing your Daylite contacts using CardDAV 19 Sharing your Daylite calendar using CalDAV 22 Setting up Daylite Server Admin 24 File Archiver 33 Connecting to your database (cloud-users) 37 Account Manager (cloud users only) 38 Components of the application 39 Daylite Objects 39 Linking 47 Classifications 47 Conveniences 52 Default values 52 Contextual menus 52 Notifications 53 Smart lists 55 Adding files, references to files, & URLs 56 Multi-user 57 Users & teams 57 Resources 58 Permissions 58 Interface 59 Sync State Indicator 59 Working with different screen sizes 81 Search 83 Edit Cards 84 View/Hide options 86 Printing 87 Reports 88 Insight View 88 Preferences 91 Pipelines 95 Forms 96 Roles & Relationships 97 2ģ Activity Set 98 Custom Fields 100 Default Values 101 Products & Services 103 Letter Templates 107 Trash 108 Daylite for Mail 108 Daylite on iphone 119 Daylite on ipad 125 Rules for syncing Daylite objects to your ios devices 131 Actions (on Mac, ios, Apple Mail) 132 Managing your calendar 132 Birthdays and anniversaries 135 Setting alarms 136 Printing your Calendar 141 Managing sales opportunities 173 Using Forms to gather data 179 Daylite and Billings Pro integration 202 Keyboard Shortcuts in Daylite 211 Help and other resources 214 Audience About this guide Who reads manuals anymore right? Well if you re reading this then that means there is still hope left for user guides out there.

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