With a new feature in the Daylite Copilot, it’s now even easier to stay organized: You can now pin emails, appointments, files, or other activities directly in the details widget – making them permanently visible.
This is especially useful when certain information needs to be readily accessible for a project, company, or contact.
Here’s how it works:
- Open a Daylite record (e.g., a project or a company).
- Launch the Copilot and open the details widget.
- Select the item you want to pin.
- Then click the pushpin icon.
The pinned item remains visible in the Details widget – just for you personally. You can replace it with another item or remove it at any time.
With the new pinning feature in the details widget, you can increase your efficiency and keep your focus on what matters most – tailored to your individual needs.
Customers already using our Plus Package for Daylite receive this new function free of charge!
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Questions? Contact us or visit our HelpCenter
