30 minutes
Are you spending too long finding what you need in Daylite? This session is for you! We'll talk about ways you can find information faster so you can spend more time focusing on your actual work!
We'll discuss:
-Looking up history in the activity view
-Interacting with slide-overs to scan history
-Filtering, smart lists & folders to work faster
-The Favourite Bar & favourite bar keyboard shortcuts
-Daylite Search shortcut so you can look up people or records when working outside of Daylite