Managing Contacts
Last updated
Last updated
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.
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 by selecting + Add Link from the LINKED ITEMS section of the Contact record.
You can also link People or Companies to a People record in the same manner.
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.
Full Screen - this view offers the full Daylite experience, as the app is displayed in either Landscape or Portrait mode. All of Daylite at your fingertips.
Split Screen - This View places Daylite and one other app of your choosing side by side. This can be advantageous if the second app is not part of Daylite, such as planning for a business trip on Vrbo, and then linking it to Daylite once the reservation has been made.
Slide Over - Daylite is overlaid onto a second app of your choice, appearing on the right hand side of your screen in either landscape or portrait mode. The second app is in full screen mode behind Daylite.
The Details Pane shows information about your Contact, which may include things like Category and Keywords. 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 top of the Details pane.
The Activity 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.
