Data fields for Templates

!IMPORTANT… When adding or editing any templates, Daylite Sales Assistant requires Daylite to be restarted. Failure to do so will result in Daylite locking up and needing a force quit.

Daylite Sales Assistant templates us a lot of variable data to power them. This page details how to add the data for each template style.

!Failure to follow these steps will result in the templates NOT displaying data or displaying data in the wrong location. Please read carefully.

The Daylite Sales Assistant templates contain many variable data fields that must be set up correctly for the templates to display the correct information. Please follow the steps detailed here and test templates prior to using them in your business. If you encounter any issues please contact our support team to assist. And remember to have fun doing it.

Adding a Logo in Daylite

If your template needs to show a logo it will display the logo that has been set in the Daylite Identify Preferences.

Then load your logo….

*We do not use the Daylite Identity fields for any Daylite Sales Assistant templates. These are entered into Daylite Sales Assistant’s plugin preferences. Note that currently only a single logo can be stored per database. See instructions page if you need more than 1 logo to work with Daylite Sales Assistant.

Adding Location Details for Displaying on documents

Open the Plugin Menu and select Sales Assistant, then chose the General Preferences section.

Open Location.

Add a new location or edit an existing on. The following data maps show where each template style obtain (pull) their data from:

Swiss Design

Where to add data for the Swiss template

Stone Design

Click image to see where to add data for the Stone design

Business Design (Blue and Red)

Click image to see where to add data for the Business design