# Managing Contacts

Managing your Contacts in Daylite is very straightforward once you understand what all the buttons and menus do. The simplest breakdown looks like this:

## The Left Sidebar

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.

## The New Object Button

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.

<figure><img src="https://3475717408-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6oVSyjL3UowOqokog3Vn%2Fuploads%2Fgit-blob-884a64f7b18635b79797de99cce364f91153a16b%2Fcontact-manage-new-object-button.png?alt=media" alt="New Person Button"><figcaption></figcaption></figure>

You can link **People** to a **New Company**, or add them to an existing Company, simply by clicking the **…** button on the right hand side of the Daylite app. You can 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.

<figure><img src="https://3475717408-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6oVSyjL3UowOqokog3Vn%2Fuploads%2Fgit-blob-0865867dad5718e5d6921554415c3711668898b1%2Fcontact-manage-new-company-button.png?alt=media" alt="New Company Button"><figcaption></figcaption></figure>

## View Buttons

There are three different Views that you can choose from when looking at Daylite.

### The List View

The List View shows you all of your Contacts listed alphabetically and by Create Date. You can decide how you want to view this list by selecting from the **Sort Order** above. Sort Orders are a great way to view your Contacts, because they are entirely dependant on your personal preferences. These Sort Orders include:

* Arranged by First Name
* Arranged by Last Name
* Arranged By Created
* Ascending
* Descending

<figure><img src="https://3475717408-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6oVSyjL3UowOqokog3Vn%2Fuploads%2Fgit-blob-0135c942c97b926efd7d1fba5c397944323990af%2Fcontact-manage-list-view-button.png?alt=media" alt="New Person Button"><figcaption></figcaption></figure>

### Multi-Column View

**The Multi-Column View** is used when you want to display specific information in column format, and allows you to re-order and sort by columns.

{% hint style="info" %}
**Did you know?**

You can use the Multi-Column List View to set up printed reports in Daylite. Choose the columns to display, select the column to sort by and then print the information out or save to PDF.
{% endhint %}

<figure><img src="https://3475717408-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6oVSyjL3UowOqokog3Vn%2Fuploads%2Fgit-blob-ec304f5dcbc7bf1c8b15f78d7f4efd21de87c721%2Fcontact-manage-multi-column-button.png?alt=media" alt="New Person Button"><figcaption></figcaption></figure>

## Insight View

**Insight View** gives you a “birds eye view” of your Contact information, in bar graph form, and lets you drill down or search by clicking any of the bar graphs to narrow your search parameters.

<figure><img src="https://3475717408-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6oVSyjL3UowOqokog3Vn%2Fuploads%2Fgit-blob-d325d28f402143424eef2b1e2b67e674cd341daf%2Fcontact-manage-insight-view.png?alt=media" alt="New Person Button"><figcaption></figcaption></figure>

## The Details View

The Details View shows information about your Contact, which may include things like Category and Keywords. The Details View is also available when looking at the List View. 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 bottom of the Details View.

## The Activity View

The Activity View 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.

<div align="left"><figure><img src="https://3475717408-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6oVSyjL3UowOqokog3Vn%2Fuploads%2FZTTgOAJGZqQtfnwBGUB1%2Fimage.png?alt=media&#x26;token=2770dc39-45b9-4c23-94ce-48d16b28b97c" alt=""><figcaption></figcaption></figure></div>
