Daylite tips + tricks>Copy Hyperlink. give your staff single-click access to new Projects [and more!]
Want to give other users in your database quick access to a Project, or let them know about a new Contact? You can chat them or email them a link to the object!
I love using the Contextual Menu and choosing Copy Hyperlink [right click on the object]. Then I just chat or email the link to other users in my Daylite database and with a simple click on the link they are taken to the object in the Daylite database. If you don't have your Contextual Menus set up to include the Copy Hyperlink option, you can just single click on the object, go up to Edit and choose Copy Hyperlink.
EXTRA TIP: clicking the hyperlink opens the item in edit mode. To just Go To the item in the database: hold the option key while you click the hyperlink.
Please keep in mind that this is for other users of your database only. Obviously they have to be logged into your Daylite database for the link to work.
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Daylite Reports and Help from Blue Rock Mac, Portland OR
storeyourdorm@threesco if you end up buying it and need any customization Cynthia @daylitehelp is amazing. It sure has made our life easier!12 December
KurtZimmermanDaylite + Daylite Server + Daylite Touch + Cynthia @daylitehelp = awesome combo for law firm case management. Thank you Cynthia.30 April
