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Daylite Concepts Guide
© 2009 Marketcircle Inc. All rights reserved.
1
Settingup Daylite for your business
a. Basic preferences
© 2009 Marketcircle Inc. All rights reserved.
3
Sections
« prev | next »- Preface
- Overview
- Work environment
- Client-server architecture
- Concrete concepts
- Calendars
- Contacts
- Projects
- Groups
- Tasks
- Appointments
- Notes
- Abstract concepts
- Role
- Relationship
- Delegation
- Products and services
- Linking
- Ownership
- Smart Lists
- Categories
- Keywords
- Forms
- Setting up Daylite for your business
- a. Basic preferences
- General
- Auto Dialer
- Hot Keys
- Contextual menus
- Notifications
- b. Current database preferences
- Classifications
- Roles & Relationships
- Forms & Fields
- Organizations
- Opportunities
- Default values
- Synchronization
- Letter Templates
- Activity Sets
- Pipelines
- Users & Teams
- Labels
- Taxes
- Identity
- Resources
- The User Interface Tour
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