Using Daylite Search
Last updated
Last updated
Has a client called you unexpectedly and you need to pull up their personal information?
Or maybe you have an upcoming Appointment and you need the address so you won’t be late.
Whatever the reason, Daylite’s search function has been designed to help find what you need at a moment’s notice.
Daylite searches absolutely everything related to your inquiry as you begin to enter information into the search field. This means it is not just looking for people's names, but actually scanning through your entire Daylite database.
Daylite does what is known as a deep search across multiple Objects. This means it will search the name of People, Companies, Tasks, Opportunities, Projects, Notes etc. It will also do a search of addresses, details, and locations, as well as search through the contents of notes, emails, and more. This means that more often than not you can quickly find something in Daylite just by typing in a single word that is associated. The more content you add, the more likely you are to be able to retrieve information later.
For example, you may not remember a Person's name but you might remember something about them, such as the place you met, a topic of a conversation, or the contents of an email. If those details are in Daylite you will be able to find them again easily. Daylite also uses what is known as clever logic to bring recently accessed information to the top of lists. Let's say you recently spoke with Allura Vaughn on the phone. During your call you decided to add a Note or a new phone number to her Contact record. When it comes time to contact this person a month from now, you might not remember her second name, but Daylite will bring Allura Vaughn to the top of your search because her Contact record was recently modified.
By utilizing partial searches properly, you will be able to find what you are looking for in Daylite, even if you aren’t entirely sure of the exact spelling or location. You could refer to partial searches as “casting the net”, because when you only type a few characters, Daylite’s Quick Search will begin to pull from everywhere, which means your search will be quite broad.
As an example, even if we just start by typing the letter e into the search, Daylite would begin searching through People, Companies, Projects, etc, looking at the most recent entries first that have the letter e in them, and then as more characters are typed in Daylite will refine the results.
You can also use the more option in the Quick Search field to show a full list of People who have the letter “E” in their name.
By learning to cast your net, you can easily find the information you need, and you may discover something new along the way.
Two additional examples of using Daylite's search capabilities effectively:
Your partial search for Fish finds one of your clients named Charlotte Fisher, who you need to email a quote to, but it also brings up another Contact in your database named Chips Hardy, because you have mentioned that Chips Hardy like fish in his details.
By typing Watermill into the search field and it lists two different People. Each of them work at a company called Wartermill. This is an example of being able to locate the right People even though you do not know their names, you just know the Company they work for.
Searching by Description means grouping your Contacts by the information contained in their Details field. The Details field is customizable, and allows you to add information about a Contact such as their job title, company size, or specific interests.
Using the Details field as a means of searching comes with a warning however.
Searching by Details is only as effective as the information that is added into the Details field. Each user is different in their level of diligence, meaning your search is only going to be as effective as the information contained in the Details field itself. Some users might add lots of information to the Details field, while other users may leave it woefully empty.
Searching your Contacts by Description can help you to create targeted marketing campaigns and much more personal emails that show you are listening to your prospects and clients.
To search by Description in Daylite, simply add any additional information here:
Learning to filter your search is a really important step in your Daylite journey. By refining your search parameters and learning to filter your searches you will be able to find exactly what you are looking for quickly and easily.
The Filter icon appears at the top of the Daylite app. It shows you relevant lists of searchable parameters depending on the context, or where you are working in Daylite. This means you only see options that relate to where you are.
For example, if you are looking at People or Companies, Daylite will let you filter by Category and Keywords.
The search parameter list would change depending on which Object you are viewing.
