Using Notes

The age of little yellow sticky notes posted all across your computer monitor may be a thing of the past, but the idea is still a sound one. In Daylite these are called Notes, and they are an excellent way of recording your thoughts, observations and updates.

Did you know?

Notes are considered an Object in Daylite, just like a Contact or a Calendar entry, and they can be linked to any other Object too.

Creating and Attaching Notes to Your Object

Attaching Notes to an existing Object is the most efficient way to link comments about a meeting, a Person, an Opportunity, or a Project. A Note should always be linked to the currently selected Contact, Opportunity etc. It does not just exist as a Note all on its own.

Daylite encourages you to link Notes to your Objects, which helps add context to the Object, and can be viewed in the Object's Activity timeline.

As an example, let's open Charlotte Palmer's Contact record and select New Note from the Activity Pane.

If your Contact already have Notes linked to their record, such as Allura Vaughn's record, you will be able to see how many have been attached. Tap on Notes to either view existing Notes, or create a new one.

Now fill in the Note.

In this case, we sat down with Allura and disussed the expaansion of her current buildings by renovating her parking garages. The Note is a great place to add some details or thoughts about the meeting, such as Allura being a vegetarian. This is important because when we are scheduling a follow up lunch, we can book a reservation at Stacy's, which is a fabulous vegetarian restaurant. Be sure to add the category and any links or files to the Note.

What Do Notes Look Like?

Title

When a new Note is created it is helpful to add a descriptive title. This title is searchable, which is why you should give as much information in the title as you can.

Date & time

The date and time is automatically added to the Note when you create it. You can adjust the date and time of the Note in the Edit mode. This can be helpful if the Note relates to something that happened on a different date.

Category

You can use existing Categories, or use Settings > Categories to come up with ones that fit your use case.

Segmenting your Notes using Categories is an excellent way to keep organized. Using proper Categories to help segment Notes also helps when it comes time to use the Quick Search field.

Here are some examples that you could use as Categories:

• Meetings

• Reference

• Checklist

• Wish Lists

• Ideas

Keywords

You can use existing Keywords, or use Settings > Keywords to come up with ones that fit your use case. Try to group them together so they don't get out of hand. For example, if you were to group your Lead Sources together:

• Lead Source: Website

• Lead Source: Word of Mouth

• Lead source: Introducer

• Lead Source: Existing Client

Linked

You can link the current Note to any other existing Object in Daylite. For example, you could link the Note to one or more Contact or perhaps an ongoing Project.