People

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.

Managing Your People Contacts

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 everyone in your Daylite system.

These are organized by First Name, Last Name or Category they were created in Daylite . At the bottom of the list you can see the total number of people that you have in Daylite.

You can also Filter by Category and Keywords, both of which can be created in the Details Pane.

By selecting Contacts > People in your Sidebar you will see Peoples' names in the list and their Details on the right. This type of format presents itself throughout Daylite. In fact, once you see the pattern everything in Daylite makes sense.

Creating a New Person Contact

Selecting + New Person from the New Object Menu 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.

Name Field

• The basic entry is first name and last name field.

• Tap the > and then tap More, 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.

Profile Picture

• 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.

Linked Company

• 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, and then selecting the Company you wish to link to your New Person record.

Pro Tip:

You can link People to multiple Companies if you like by scrolling down to LINKED ITEMS and tapping + add link.

Role, Job Title and Department

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

• 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.

• Examples of Categories could include Prospect, Client, Lead, Personal, or Vendor.

Keywords

• Keywords act as tags that are added to a Person or other item in Daylite for iOS.

• You can add multiple Keywords.

• A good example of a Keyword for a Person might be “Newsletter recipient” or “Lead Source-website”.

Labels

• 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. To add additional labels tap Edit.

Pro Tip:

Tap on a Person’s mobile phone number label and you can send an SMS or call them.

Tap on the email label to send an email to that person through Apple Mail or your default email client.

You can tap on an address in Daylite for iOS 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.

Adding Fields

You may have a need to store additional information in a Person or Company card that is not included in the default fields. These additional fields include birthdays, anniversaries, details and more. Tap Edit, then scroll down the Person record to + add field.

Owner

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. As an example, this can be useful when assigning accounts to members of your sales team.

Permissions

Permissions are an important business tool in Daylite for iOS, 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 can choose either:

-Public: visible to all

-Private: only visible to the owner

To change your Permission settings, tap Edit > permissions and select which permission is suitable.

Modified By, Created By and Date Created

• After a record has been created, any modifications that are subsequently made to the record will be shown. You cannot edit the modified date.

• The User who created a record and the date it was created in Daylite is also locked down and cannot be changed like you can with Owner.

Linking Additional Information to a Person

Your ability to link one piece of information to another is an incredibly powerful tool, and is one of the many ways that Daylite for iOS 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 by tapping the Activity. 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 link information to the Person record by tapping + Add Link. You can link a Person, Company, Project or Opportunity to the Person record.