With your inbox in Daylite, you can confidently process emails while ensuring important details are never lost. Linking and storing emails lets you clear your inbox, turning messages into valuable, actionable data. Built-in tools help track work and organize emails for easy retrieval, keeping critical details connected to your contacts, sales, and projects. The key is turning emails into action.
In this sneak peek, we’ll show you how Daylite makes it effortless to identify emails related to your business and link them to the bigger picture. Here are three ways it quickly surfaces the clients, opportunities, and projects that matter most—so you can clear your inbox with confidence, knowing everything is linked in Daylite and easily accessible, ensuring nothing slips through the cracks.
Excited by what you’ve seen in the Mail in Daylite sneak peeks? Sign up for early access, and we’ll let you know as soon as spots open so you can give it a try!
1. Inbox List
Daylite helps you identify important emails right from your inbox. It recognizes emails from people and companies in your database, as well as those from other users on your account. You’ll also see which emails have already been filed into Daylite, making it easy to spot anything you may have missed.
Emails related to Daylite items are marked with orange icons, clearly identifying related people, companies, and users. An orange sun icon highlights emails already stored in Daylite, making it easy to safely remove them from your inbox. Email threads show either an orange or grey sun icon—orange if all emails in the thread are stored, grey if only some are.
This makes it effortless to spot critical emails related to your work while helping you separate them from less important messages.
2. Related People
In the message viewer, you can easily see whether the sender or recipients are already recorded in Daylite—or if they need to be added. An orange person icon indicates the email is linked to a person in your CRM, while an orange company icon shows it’s connected to a company. An orange user card icon highlights that the email is related to a user in your account.
Grey tokens indicate email addresses not yet associated with a person, company, or user in Daylite, giving you the option to create a new person or add the email to an existing one.
This makes it easy to link emails to the right items in Daylite while keeping your CRM data up to date.
3. Related Opportunities and Projects
Once an email is added to Daylite, any open projects or opportunities related to the sender or recipients will automatically appear in the linked items area. If there’s only one open project or opportunity, it will be linked automatically. If there are multiple, you can choose the ones you’d like to link.
With Daylite managing your inbox, you can process emails faster and clear them out with confidence. Even better, your emails become actionable, trackable work and part of your business history—linked to the right people, opportunities, and projects. This ensures nothing falls through the cracks and that past emails are always easy to find when needed.
Stay tuned for more sneak peeks of the exciting updates coming to Mail in Daylite!
ICYMI: Check out our previous Mail in Daylite Sneak Peeks:
- Sneak Peek #1 – New Era for Daylite Mail Assistant
- Sneak Peek #2 – Linking and Side Panel
- Sneak Peek #3 – Email Compose
- Sneak Peek #4 – Accepting Meeting Invites
- Sneak Peek #5 – Your Inbox Is Not A Workplace
Want early access to Mail in Daylite? Join our waiting list, and we’ll notify you when spots open up.
Discover Daylite – The Ultimate Business Suite for Apple Devices
Discover the power of Daylite on Mac, iPhone and iPad today with our free 14-day trial. Experience how Daylite seamlessly combines CRM, Sales, and Project tracking to help you streamline how you manage your small business, developed specifically for Apple devices. Start your FREE trial now and embrace the efficiency and organization that will improve your business and improve your life.
Stay connected to get the latest Daylite updates. Subscribe to our newsletter and follow us on our social channels: LinkedIn, Facebook, Instagram, and X (Twitter).
