8.4 3 REDISEÑO DE FILTROS RAPIDOS DE TASA DECLINANTE Y LAVADO MUTUO.

If you have Daylite Mail Assistant installed and you receive an external meeting invitation, you can view the invitation in Mail and respond to it from the Daylite Mail Assistant panel. Daylite Mail Assistant will process the meeting invitation and add it in Daylite only after you have responded by clicking either Accept or Decline.

1. In Mail, select the email that has the meeting invitation. The Daylite Mail Assistant panel displays options to respond.

2. Click Accept or Decline.

The meeting has been created in Daylite and the meeting response saved. An email is sent to the person who created the meeting informing them about the meeting response of the invitee.

Contacts

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When you receive an email from a new contact, Daylite Mail Assistant suggests you to add the contact in your database for linking the email. The suggested list displays email addresses in the From, To, Cc, and Bcc fields. You can also perform a search for creating and linking

contacts that are not suggested, in cases where you wish to link the email to a different contact. If the contact already exists in your database, then Daylite Mail Assistant will display it in the search results; otherwise, you can create the contact as a new record and link the email. For emails you receive from people who already exist in Daylite, you can click the token of the contact. This will link the email to the contact and save it in your database.

To create a suggested contact

1. Click the token of a suggested contact. 2. Do one of the following:

• To add as an existing person, click Add to Existing.

• To create a new contact record, ensure that the first name and last name are set properly, if not, click Swap to interchange them. Click Create New.

To search and link a contact who is not suggested 1. Click the “+” button for Contacts.

This opens a Search popover. 2. Enter a name and press return.

3. If the contact exists in Daylite, the search results will display the contact. Simply select the contact and double-click to link the contact and record the email in Daylite. Otherwise, you can create a new contact by entering the contact name in the search field and double-clicking New Person. This creates a new contact in Daylite and links the email.

To link the email to a contact already in Daylite Click the token of the suggested contact.

Daylite Mail Assistant links the contact to the email and records it in Daylite.

Objectives

Using Daylite Mail Assistant, you can tie an email to your projects and opportunities. Daylite Mail Assistant suggests active projects and opportunities in your database for the contacts that are linked or suggested for linking in the email. You can also perform a search for creating and linking projects/opportunities that are not suggested, in cases where you wish to link the email to a different project/opportunity. If the project/opportunity already exists in your database, then Daylite Mail Assistant will display it in the search results; otherwise, you can create the project/ opportunity as a new objective and link the email.

To link a suggested objective to the email

Simply click the token of the suggested objective. Daylite Mail Assistant links the objective to the email and records it in Daylite.

To search and link an objective that is not suggested 1. Click the “+” button for Objectives.

This opens a Search popover.

2. Enter the project/opportunity name and press return.

3. If the project/opportunity exists in Daylite, the search results will display it. Simply select the project/opportunity and double-click. This links the project/opportunity and records the email in Daylite. Otherwise, you can create a new project/opportunity by entering the project/ opportunity name in the search field and double-clicking New Project/New Opportunity. This creates a new project/opportunity in Daylite and links the email.

Tasks

Using Daylite Mail Assistant, you can search for a task existing in Daylite and link the email, or, create a new task in Daylite from the email. For new tasks, the subject of the email is added as the title of the task in Daylite.

To search for a task existing in Daylite and link the email 1. Click the Link popover for Tasks.

2. Enter a task name and press return. 3. Select the task and double-click.

The email is linked to the chosen task and saved in your database.

Note: If you create more than one task from the same email, the tasks are saved individually (ie subtasks are not created).

To create a new task from the email 1. Click the “+” button for Tasks.

This opens a popover for creating the task. 2. Enter the details for the task. Click Save.

The new task is added in Daylite and linked to the email.

When you create a new task from an email using DMA, the task is added to Daylite’s Inbox by default. You may add the task to Daylite’s Worklist by selecting the “Add to Worklist” checkbox in the task creation window.

Events

Using Daylite Mail Assistant, you can tie an email to several events. You can search for appointments in Daylite and link them to the email. You can also create a new appointment in Daylite from the email. The subject of the email is added as the title of the appointment in Daylite.

To search and link appointments existing in Daylite

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1. Click the Link popover for Events. This opens a Search popover.

2. Enter an appointment name and press return. 3. Select the appointment and double-click.

The email is linked to the chosen appointment and saved in your database.

To create a new appointment from the email 1. Click the “+” button for Events.

Daylite opens a popover for creating the event. 2. Enter the details. Click Save.

The new event will be added in Daylite and linked to the email.

Attachments

Daylite Mail Assistant can handle attachments of up to 20 MB. When you add an attachment to Daylite, the attachment is saved in the local copy of your Daylite database and is synchronized with the server. The attachment will be stored in Daylite Server Admin and can be accessed by users from their local copy of Daylite. In other words, attachments are accessible on demand. The email must have an actual attachment file, otherwise Daylite Mail Assistant may not see it and will save the email without the attachment.

In order to download the attachment, select the email in Daylite and hover your mouse over the attachment. This shows a “Click to download” message and you can download the attachment. If the attachment is over 20 MB, it is recommended to add it in Daylite as a file reference (File > New > Add File). Note that once an attachment has been saved in Daylite, you cannot delete the attachment.

Attachments found in notes and emails are synced to Daylite for iOS provided.

Keywords

Working from the Daylite Mail Assistant panel, you can set single or multiple keywords for the email. The email will be linked and recorded in Daylite with the keyword(s) you have selected. To tag a keyword

1. Under Other, click the “+” button.

2. Select a keyword and add it by double-clicking. Or, search for a keyword and add it by double-clicking.

Repeat the above steps to add multiple keywords. The list of keywords can be customized by going to Daylite > Preferences, selecting Keyword and clicking Emails.

Category

Working from the Daylite Mail Assistant panel, you can set a category for the email. The email will be linked and recorded in Daylite with the category you have selected.

To tag a category

1. Under Other, click the category drop-down menu (By default, this is set to None). 2. Select a category.

You can customize the categories applicable to emails by going to Daylite > Preferences, selecting Category, and clicking Emails.

Permissions

If you have permissions turned Off in Daylite, then you will not be able to specify a permission setting for the email in the Daylite Mail Assistant panel. If you have turned permissions On in Daylite, then you can assign a permission setting for the email.

To assign a permission

Under Other, click the drop-down menu and specify a permission setting. (The default permission setting is Public. )