
Opening a project or slip in Daylite
For a project, opportunity, task, and/or appointment you've imported from Daylite, Billings Pro allows you to open that item in Daylite. This is useful if you're interested in taking a quick look or reviewing that item in Daylite.
Keep in mind that you must have Daylite open and be connected to your database.
To open a project in Daylite
- In Billings Pro, select a project.
- Choose Project > Open in Daylite.
Billings Pro takes you to the appropriate project/opportunity in Daylite.
To open a slip in Daylite
- In Billings Pro, select a slip.
- Choose Slips > Open Slip in Daylite.
Billings Pro takes you to the appropriate slip in Daylite.
See also
Adding a contact or organization from Daylite
Importing a project/opportunity from Daylite for a client in Billings Pro