How to bulk change the owner of objects in Daylite

You can change the ownership of objects belonging to a Daylite user by bulk editing the owner field of those items.

As a first step, you would need to create a smart list to pull up all items owned by that user - this will have to be repeated for each type if item, like People, Companies, Projects, that you want to change. Select the items you want to change and go to Edit from the Daylite menu bar-->Bulk Edit:

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Alternatively, the Bulk Edit command can be added to the Contextual Menu:

1. Navigate to Daylite --> Settings --> Contextual menu
2. Select the object, in this case, People
3. Simply drag the Bulk Edit function from the Available Menu Items column to the Objects Menu column on the right.
4. Once this is done, press  and hold the Control key while you click the selected contacts to produce a drop-down menu—>click Bulk Edit

In the window that opens, check the Owner box and select the new owner from the drop-down menu-->Apply:

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The ownership of all those contacts will automatically be switched to the new person.