Comments in Daylite

Stay connected with the team.

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Exclusively for Mac, iPhone & iPad

Comments in Daylite

Stay connected with the team.

Exclusively for Mac, iPhone & iPad

Vimeo

By loading the video, you agree to Vimeo's privacy policy.
Learn more

Load video

CRM Daylite Mac Apple Contacts.png

Comments on any Daylite object

You can use the comment function on any Daylite object. Send comments to individual users or teams.

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Comment Widget in Copilot

Create comments, including links, in the Copilot comment widget.

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My comments in the left sidebar

In the left sidebar under “My Comments,” you can find all your comments in one place. See unanswered comments at a glance and reply directly.

Seamless communication for your team in Daylite

With the comment feature in Daylite, you can easily and quickly share notes and important information with your team right within the application. This feature is available for all Daylite objects, enabling seamless communication.

If you have questions about a task assigned to you, you can start a conversation with a simple click on the comment icon. Your message will be displayed to your colleague in Daylite, allowing them to respond immediately.

Whether it’s an internal note about a customer, project, or sales opportunity, write a comment to inform your colleagues.

Each comment receives its own comment view within the corresponding Daylite object. This allows you to keep track of all comments and notes, even years later.

Comments serve as a valuable source of information that preserves important contextual details about each process and are a quick method of communication within your team without having to leave Daylite.

Most important features

  • You can open the comment widget and create comments within Copilot.

  • Send comments to individual Daylite users or teams.

  • Respond and reply to previous comments

  • Sending links in comments is possible

  • Direct link between comments and the Daylite object

  • A comprehensive comment overview is available with different views, such as unread comments or selection by recipient.

 

Integrations:

  • Marketing&Chat

Related topics:

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This function belongs to the section: Build & Nurture Relationships.

 

Blog Entries | Build & Nurture Relationships