Opening a project or slip in Daylite
For a project, opportunity, task, and/or appointment you've imported from Daylite, Billings allows you to open that item in Daylite. This is useful if you're interested in taking a quick look or review that item in Daylite. Keep in mind that Daylite needs to be open and you should be connected to your database.
To open a project in Daylite
- In Billings, select a project.
- Choose Project > Open in Daylite.
Billings takes you to the appropriate project/opportunity in Daylite.
To open a slip in Daylite
- In Billings, select a slip.
- Choose Slips > Open Slip in Daylite.
Billings takes you to the appropriate slip in Daylite.