Add Your First Contact
In Daylite, contacts come in two forms: People and Companies. Understanding the difference before you start adding records will save you a lot of reorganizing later.
People are the individuals you do business with — clients, leads, colleagues, referral sources. Their communication history, preferences, and activity all live on their Person record.
Companies are the organizations those people belong to. When you link a Person to a Company with a Role, Daylite keeps the relationship clear — so if a contact changes jobs, your history with the company stays intact and nothing gets lost.
A good rule of thumb: if you're thinking of a human, create a Person. If you're thinking of a business, firm, association, family, or group, create a Company. Most of the time, you'll create both and link them.
Once you have that foundation in place, adding your first contact takes just a few steps.
Create Your First Contact
Click People in the sidebar.
Click + New Person.
Type in Their Name and details
Click +Add Company to add and link a new company to your contact
Type the name of the company and click + New Company
Click Save
That's it. You've just created your first records in Daylite!
Over the next few steps, you'll link tasks, emails, and more to this Person and start to see how Daylite builds a complete picture of every relationship.
Bring Your Contacts Into Daylite
You don't need to type everyone in by hand. Daylite can import contacts from Apple Contacts, Google Contacts, or a spreadsheet:
Go to File > Import > Import Contacts
Choose your source and follow the prompts
You can even assign a Category, like "Client" or "Prospect", during import to keep things organized from the start.
Learn more: Adding Your Contacts — the full guide to importing from Apple Contacts, Google, vCard, and spreadsheets.
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