Stay Organized with Categories and Keywords

As you add more contacts, deals, and projects to Daylite, you need a way to keep everything organized and easy to find. That's where Categories and Keywords come in. They help you classify your data so you can easily identify, filter and sort your data.

Tip: Categories and Keywords are worth a few minutes of thought upfront — changing them later means cleaning up existing records. That said, don't let perfect be the enemy of good. Pick a simple structure that reflects how you already think about your work, and refine from there.

One Category, One Clear Type

A Category is a top-level classification. Each record can only have one, so think of it as the answer to "what type of thing is this?" Every Client is a Client; every Vendor is a Vendor — one clear type with a consistent colour that makes it easy to recognize at a glance.

Assign a Category

1. Open any record.

2. Locate the Category field in the details pane.

3. Select a Category, or click Edit Categories… to create a new one.

Keywords, as Many as You Need

Keywords are flexible tags you can add to any record to capture what's important beyond the standard fields. They help you group, filter, and quickly find related records — especially when you want to view your work from a different angle. Think of them as hashtags: add as many as apply, and use them to surface key details like referral source, region, service tier, or product line.

Tip: Use Keywords for traits that cut across your workflow, like relationship type or strategic importance (for example, VIP, Partner, Referral, or Strategic Account).

Add a Keyword

1. Open any record.

2. Click the Edit button.

3. Click + within the Keyword field.

4. Add one or more from the list, or type a new one.

So What’s the Difference?

Think of a Category as the type of record, and Keywords as the hashtags. One clear classification per record; as many descriptive tags as you need.

Daylite comes with a starter set of Categories and Keywords, and every major object type has its own list You can customize any of them in Daylite > Settings > Categories or Daylite > Settings > Keywords

Why this matters

In the next step, you'll use Categories and Keywords to build Smart Lists — saved filters that automatically show you exactly what you need. The better your data is organized now, the more powerful those lists become.

Learn more: How to Segment Your Data — the complete guide to Categories, Keywords, and segmentation.