Last month we announced the future of your inbox in Daylite in our first sneak peek and the exciting changes coming to Daylite. It’s time for another update as we bring you along on the journey of elevating how we manage our inboxes.
Over the years, one of the main reasons people loved Daylite Mail Assistant (DMA) was the ability to instantly see the people, opportunities, projects, meetings and tasks related to your emails, right in your inbox. Having this level of business context while you’re processing your email is what allows for the speed and accuracy of clearing out your inbox, an invaluable feature we have come to expect and we now depend on.
However, one of the challenges with DMA is that you couldn’t see the full details of related items side-by-side with the email. You were forced to use awkward popovers or open the item in Daylite which interrupted the flow of processing email. By moving your inbox directly into Daylite, you’ll have the full power of Daylite at your finger-tips without the cumbersome workflow of switching between mail and Daylite. It is one of the main reasons we’re so excited for the improved experience of Daylite Mail compared to DMA.
Easy Linking, Better History
Storing emails linked to the related items in Daylite is part of the secret of building a rich history. Reviewing the email history your company has had with a client is easy, but hinges on processing your emails accurately. Mail within Daylite makes linking your emails into the rest of your data effortless. The more linking, the more robust your history becomes. Set yourself up for success and build a rich history in Daylite. Future you will love you for it!
Attachments Are History Too
Another important facet to history, when speaking of email, is the attachments you receive. Often critical documents and key information that is important to capture in Daylite for future reference. Now that we’re in full control of the implementation with Daylite Mail, we’re able to ensure that your attachments are properly stored in Daylite so that you’ll have easy access to them whenever you need.
Your Second Sneak Peek
In this sneak peek we show how you’ll be able to see related items right beside your email. You’ll also see just how easy linking your emails, including their attachments, to related items will be.
You’re starting to get a glimpse at the efficiency with which you’ll be able to clear out your inbox with Daylite Mail. This is just a taste! Stay tuned for another look at our further progress soon.
If you have any questions, we’d love to hear from you.
Missed the first sneak peek? Check it out here.
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