Sending a slip to Daylite as a task or appointment
You can send an estimate slip or working slip from Billings to Daylite as a task or as an appointment. For instance, you might want to do this if you want to set up a reminder in Daylite for a slip you are working with in Billings. The slip is added to Daylite as either a task or appointment. Or, you could bring a slip from Billings into Daylite as a task or appointment and link it to other contacts, organizations, projects, opportunities, groups or resources in Daylite.
Keep in mind the following:
- You should have Daylite 3.7.6 and Billings 3.0 installed on the same computer.
- Daylite should be open and you should be logged into a single database.
To send a slip to Daylite as a task
- Select a slip in Billings.
- Choose Slips > Send to Daylite > As Task.
The slip is added to Daylite as a task.
To send a slip to Daylite as an appointment
- Select a slip in Billings.
- Choose Slips > Send to Daylite > As Appointment.
The appointment window opens in Daylite where you can specify additional information and save it.
If a slip belongs to a client added from the Address Book into Billings and this client is not a contact in Daylite, the task or appointment is created in Daylite and it is not linked to anything else.
Consider a client has been added from Daylite into Billings. When you send the slips belonging to that client to Daylite as a task/appointment, they are added in Daylite and linked to the contact record.