> For the complete documentation index, see [llms.txt](https://docs.daylite.app/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.daylite.app/help/mac-fundamentals/contact-management/companies.md). # Companies Create and manage Company records in Daylite — link People, track work, and maintain a full activity history for every organization you work with. When you create a new Company record it is really easy to also link the individual People who work there. This is helpful as you may have a Company with multiple People at various levels that you want to keep in touch with. As an example, you approach a potential company that you would like to do business with and speak to a Marketing Assistant, who gives you the name of the Marketing Manager at the same company. You now have two people at the same company. Both People can be linked in Daylite to that Company. ## Creating a New Company {% tabs %} {% tab title="Mac" %} When you select **Companies** under the Contacts section of the left sidebar, you will see the **New Object** Menu change to **New Company.** Click on **New Company** to fill out the Contact information.
By creating a **Company** record in Daylite, you can then add each employee as a separate **Contact** at the company, with their own Contact information, Category, Keyword details, addresses etc. {% endtab %} {% tab title="iPhone & iPad" %} Select **Companies** under the Contacts section of the left sidebar, then tap the **+** at the top of the app and choose either **New Company** to create a brand new Company record, or **Import from Contacts App** if you already have the company in your Apple Contacts. A company may have employees from different departments that you or your team interact with on a regular basis. Daylite can help you remember Contact details by linking **People** directly to **Companies**.
{% endtab %} {% endtabs %} ## Company Record Fields Here is an example of a **New Company** contact card that has been fully populated. Each field has been filled out with a corresponding description so you can see why each field exists. * **Company Name** — Make sure to list the full legal name of the company. * **Company Logo** — This really helps make the company stand out in your contact list. * **Keywords** — A Keyword tags the company that you'd like to quickly reference when reviewing a record. A Keyword can note any term or phrase to help group records together. Keywords are also unlimited. * **Category** — Your company contact can only have one category at a time, and each category is colour coded. Categories may include Prospect, Client, Lead, Personal, Vendor, or anything else you need. * **Industry** — This field helps you stay organized if your business deals with more than one type of industry. There are 3 separate industry types: Industry, Company Type and Region. * **Phone Numbers** — Business numbers, mobile work numbers etc can all be recorded here. * **Address** — PO Box addresses, Street addresses, Registered office addresses etc. * **Web Page** — Does the business have a webpage? This is useful for doing research on a prospect before contacting them, and may help you keep current on anything new their business may offer. * **Details** — Notes about the company such as "moving offices to xxx in Sept 2023" or directions to the office. {% tabs %} {% tab title="Mac" %}
{% endtab %} {% tab title="iPhone & iPad" %}
{% endtab %} {% endtabs %} ## Linking and Permissions {% tabs %} {% tab title="Mac" %} * **People** — This section will undoubtedly be the largest one of all. Every person who works at the company should be entered in here. Each person that you enter has their own People record, which is discussed in the previous section. Click on the Company contact, select the People contact you need, click the **>** symbol to slide over the linked contact's details, and all of their information will be at your fingertips before you ever call, email or meet them face to face. * **Projects** — You can link Projects the Company is involved in, and assign a Role that the Company plays in the Project. That Role might be Client, Production, Agent etc. * **Opportunities** — Are there any open Opportunities that should be linked to this Company? Connect them here to see what you are working on within the Company. * **Companies** — You can link one company to another company and define a Relationship between them. * **Permissions** — You get to decide who has access to this information. Is it Public, Private, or maybe only Admin or HR can view this information. * **Owner** — The user who has created the Contact record is assigned as the default Owner. This can be edited to other members of your team if desired.
{% endtab %} {% tab title="iPhone & iPad" %} * **Owner** — The user who has created the Contact record is assigned as the default Owner. This can be edited to other members of your team if desired. * **Permissions** — You get to decide who has access to this information. Is it Public, Private, or maybe only Admin or HR can view this information. * **Linking Tasks, Appointments and Notes** — View things you need to do, upcoming meetings with the client, and any notes you take in regards to this company. * **Linking People** — This section will undoubtedly be the largest one of all. Every person who works at the company should be entered in here. Each person that you enter has their own People record, which is discussed in the previous section. Tap on the Company contact, select the People contact you need, tap the **>** symbol to slide over the linked contact's details, and all of their information will be at your fingertips before you ever call, email or meet them face to face. * **Linking Companies** — You can link one company to another company and define a Relationship between them. * **Linking Projects** — You can link Projects the Company is involved in, and assign a Role that the Company plays in the Project. That Role might be Client, Production, Agent etc. * **Linking Opportunities** — Are there any open Opportunities that should be linked to this Company? Connect them here to see what you are working on within the Company.
{% hint style="info" icon="lightbulb" %} **Tip:** Once you have created a **Company** record in Daylite, tap **+ Add Link** to link each employee as a separate Contact at the Company, with their own Contact information, Category, Keyword details, addresses etc. {% endhint %} {% endtab %} {% endtabs %} ## Linking People to a Company Daylite will automatically copy details such as addresses and phone numbers to new People contacts that you add when you use the **…** menu.
You can also use the **+ Add Person** button when you are in the New Company record. A Company may have employees from different departments that you or your team interact with on a regular basis. Daylite can help you remember Contact details by linking **People** directly to **Companies**.
## Linking Additional Information to a Company Your ability to link one piece of information to another is an incredibly powerful tool, and is one of the many ways that Daylite shines. When you link information to your Company record, such as a new File, Note or Meeting, you are adding it to the Company's timeline history. {% hint style="info" icon="lightbulb" %} You can view a Company's timeline history on the right hand side of Daylite, under the **Activity Pane**. The Activity Pane is chronological, and offers a complete record of every interaction you have had with the Company since the record was created. {% endhint %} You can add this information by either selecting from the **New Objects** along the top of Daylite, or by selecting the **…** menu and choosing from the full list of New Objects.
## Adding Custom Fields You may have a need to store additional information about the Company record that is not included in the default fields. For example, you may want to include details such as a Customer number, or company's incorporation number, the tax year end date, or Company year end date. {% hint style="info" icon="lightbulb" %} **Did you know?** You can set up Custom fields in Daylite by going to **Settings > Custom Fields** on the Mac? {% endhint %} {% tabs %} {% tab title="Mac" %} You can add up to 12 Custom text fields and 4 custom Date fields.
{% endtab %} {% tab title="iPhone & iPad" %} To fill in custom fields, tap **Edit > + add field**, select the fields you wish to add, then tap **Save**.
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