People
Last updated
Last updated
Have you ever stopped to think about how many people you interact with in a typical work week?
People form the very foundation of the Daylite environment.
Keeping track of information for people and companies such as names, phone numbers and addresses is just the beginning of Contact Management.
Daylite doesn’t just sync your Contacts to Apple Contacts, it stores a rich wealth of additional knowledge and associates it with other related information.
There is often so much going on, it can be difficult to recall important details about everyone you interact with. Using Daylite is like having a super power that lets you retrieve any information about any of your Contacts in seconds, whether in your office or on the go.
Thankfully you don’t need remember everything. If you could, you wouldn’t need Daylite.
Daylite lets you record detailed information about your Prospects and clients. As an example, you could create a Contact with multiple emails, phone numbers, addresses, social media links, general details such as hobbies, birthdays, or their children’s names, the Company they work for including any job titles, and the list goes on.
Most importantly you can connect people together to create relationships. For example, you can link family members together and define their relationship to each other, or link an Executive Assistant to the Manager they work for.
Selecting People from the Sidebar will give you a list of all of the People in your Daylite system.
These are organized by first name, last name or date they were created in Daylite . At the bottom of the list you can see the total number of people that you have in Daylite.
Selecting + New Person adds a new Person card for you to begin entering information. Remember to enter as many details as you possibly can to your Contact records, as this will help facilitate stronger relationships over time, and is important regardless of whether it’s a prospect, a client, or a vendor.
The basic entry is first name and last name field.
Be sure to look out for the … box, as this is what expands your field to include information such a prefix or middle name.
Pro Tip:
By splitting the first name and last name into separate fields, it allows you to easily find & sort information by both first and last name.
If you interact with a lot of people it can be beneficial to add a profile picture.After all, it always helps to put a face to a name, especially if you have a meeting coming up. Having a profile photo can jog your memory and help you remember who you are speaking with.
When you add a Person to a Company by linking, the linked Company will be displayed in the Person’s details card.
You can do this by clicking + Add Company, selecting the … button, dragging and dropping or using the keyboard shortcut cmd +L.
Once you have linked a Person to a Company you have the option to further define the nature of the link by adding a:
Role from a drop down list that is customizable
Job Title
Department
Category is considered the primary way of defining the types of people that you interact with.
You may only assign one Category to a Contact.
You can define a colour for each Category.
Examples of Categories could include Prospect, Client, Lead, Personal, or Vendor.
Keywords act as tags that are added to a Person or other item in Daylite.
You can add multiple Keywords.
A good example of a Keyword for a Person might be “Newsletter recipient” or “Lead Source-website”.
You can add multiple phone numbers, emails and physical addresses to a Person’s contact card, and give them different labels such as Work, Mobile, and Home.
Pro Tip:
Click on a Person’s Mobile phone number label and you can send an SMS or call them.
Click on the email label to send an email to that Person through Apple Mail or your default email client.
You can also click on an address in Daylite and do any of the following:
Open the address in Apple Maps
Get directions to the location in Apple Maps
Copy the Mailing Label to the clipboard so you can paste it into a letter or email.
These are great for a bit of personal information about the client that you can reference during a call or email. Details are primarily used for non-time sensitive information.
Examples may include a bio, or they’re a friendly person , general hours of work, best time to call, look out for dog when visiting etc.
You may have a need to store additional information in a Person or Company card that is not included in the default fields. In this case you can add up to 12 Custom text fields and 4 custom Date fields. This could be helpful if you need to record a first meeting date for example.
Visibility is an important business tool in Daylite, that allows you to select who has card access. You can decide if the card is visible to everyone in your company, select individuals, or just the Owner of the card.
You will need to turn on Permissions in Daylite and then set up the access you would like. This feature is not turned on by default.
Visibility in Daylite is either:
Public: visible to all
Private: only visible to the owner
Pro Tip:
You can set up Teams or custom Visibility presets to define who can and cannot view or edit certain information in Daylite.
Every item in Daylite has an Owner.
When a user creates a Person in Daylite will automatically be set as the Owner.
The Owner can be subsequently changed to another user when creating the item, or at a later date.
The User who created a record and the date it was created in Daylite is locked down and cannot be changed like you can with Owner.
This will reflect any modifications that are made to the record. You cannot edit the modified date.
Your ability to link one piece of information to another is an incredibly powerful tool, and is one of the many ways that Daylite shines. When you link information to a Person record, such as a new File, Note or Meeting, you are adding it to the Person’s timeline history. You can view the timeline history on the right hand side of Daylite, under the Activity Pane. The Activity Pane is chronological, and offers a complete record of every interaction you have had with the Person since the record was created.
You can add this information by either selecting from the New Objects buttons along the top of Daylite, or by selecting the … menu and choosing from the full list of New Objects.
