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Daylite Help FREE training videos show

Daylite Help FREE training videos

Summary: Blue Rock is a Daylite Master Partner and Daylite Report Certified, specializing in assisting clients with every aspect of the Daylite experience - from the initial decision to upgrade to Daylite, moving forward to installation, configuration, training, and designing custom Daylite print layouts and reports. www.daylitehelp.com

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  • Artist: Blue Rock - Cynthia Robertson Shaffer
  • Copyright: Blue Rock

Podcasts:

 Appointment - Reminder Message with Note | File Type: video/x-m4v | Duration: 00:03:37

setting a Message with Note reminder for a Daylite Appointment

 Contacts - creating a linked Task | File Type: video/x-m4v | Duration: 00:01:41

creating a linked Task for the selected Contact

 Inviting Daylite users to an Appointment | File Type: video/x-m4v | Duration: 00:01:33

how to put a Daylite appointment on your calendar as well as on other staff members' Daylite calendars [inviting other users to an Appointment]

 Activity Sets - creating a forward Activity Set - check the description for a secret tip! | File Type: video/x-m4v | Duration: 00:04:43

SECRET TIP: include @@ in the names of the individual activities; Daylite will replace the @@ with the name of the object you're applying the activity set to! For instance, I might name a Task in the set: send sample brochure [@@].

 Contacts - creating a smart list | File Type: video/x-m4v | Duration: 00:03:49

Creating a smart list in Contacts. This lesson can be applied to other areas of the database as well.

 Calendars - creating a Staff calendar | File Type: video/x-m4v | Duration: 00:01:41

Calendars - creating a Staff calendar

 Delegating an Appointment | File Type: video/x-m4v | Duration: 00:01:01

Delegating an Appointment to another Daylite user

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