As a Daylite user, you know the advantage of email integration: you always have an overview of your communications with customers and partners. This allows you to act quickly and decisively.
How does the exchange of information actually work within your team?
While some companies still rely on email for this purpose, others are already using chat solutions such as Slack or Microsoft Teams.
A practical alternative is now available directly in Daylite.
Comments allow you to seamlessly share internal notes with your team, right where the information belongs.
Do you want to leave an internal note about a customer, project, or sales opportunity? Just write a comment, and it will be automatically sent to all relevant colleagues.
Each Daylite object receives its own comment view with the first comment. Over time, this creates a valuable chronicle of all internal communication.
The feature is available for all objects in Daylite, from tasks and projects to emails.
An example:
Do you have any questions about a task that a colleague delegated to you?
Simply click on the comments icon, write your message, and your colleague will receive a notification in Daylite. They can reply directly without switching to another tool.
The result:
Comments are not only a quick and easy way to communicate within teams in Daylite. They also serve as a central knowledge repository where important contextual information remains accessible at all times.
We are here to help!
Any questions? Please contact us or visit our HelpCenter!
