Managing Contacts
Last updated
Last updated
Managing your Contacts in Daylite is very straightforward once you understand what all the buttons and menus do. The simplest breakdown looks like this:
This provides navigation to enable you to access what you want to work with. The Sidebar lists what we refer to as Objects, and the contents for each Object are called Items.
For example, Contacts in the Sidebar would be an Object, while People and Companies would be Items.
You can create a new Item such as a Person or an Company by clicking the + New Person or + New Company button respectively. This button will change to reflect the Item you have chosen from the Sidebar.
You can link People to a New Company, or add them to an existing Company, simply by clicking the … button on the right hand side of the Daylite app. You can add Roles and Job Titles to that Person, link any emails or correspondence you have had, and fill in any details you like, all of which are searchable.
There are three different Views that you can choose from when looking at Daylite.
The List View shows you all of your Contacts listed alphabetically and by Create Date. You can decide how you want to view this list by selecting from the Sort Order above. Sort Orders are a great way to view your Contacts, because they are entirely dependant on your personal preferences. These Sort Orders include:
Arranged by First Name
Arranged by Last Name
Arranged By Created
Ascending
Descending
The Multi-Column View is used when you want to display specific information in column format, and allows you to re-order and sort by columns.
Insight View gives you a “birds eye view” of your Contact information, in bar graph form, and lets you drill down or search by clicking any of the bar graphs to narrow your search parameters.
The Details Pane shows information about your Contact, which may include things like Category and Keywords. The Details Pane is also available when looking at the List View. These are useful when you want to search by phone number, address, the Project or Opportunity they are associated with, or who the account belongs to. These details can be altered to reflect your business needs by clicking the Edit button at the Botton of the Details pane.
The Activity Pane shows every interaction you have had with the Contact to date. These activities could include email correspondences, follow-ups, reminders to send proposals, meeting notes and calendar appointments. The Activity View lists all these interactions chronologically by time, day and year.
