> 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/managing-your-contacts.md).

# Managing Contacts

Keeping track of information for People and Companies such as names, phone numbers, and addresses is just the beginning of Contact Management.

Daylite doesn't just sync your Contacts to Apple Contacts — it stores a rich wealth of additional knowledge and associates it with other related information.

There is often so much going on, it can be difficult to recall important details about everyone you interact with. Using Daylite is like having a super power that lets you retrieve any information about any of your Contacts in seconds, whether in your office or on the go.

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 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.

{% tabs %}
{% tab title="Mac" %}

<div align="left"><figure><img src="/files/lBxMwWMTYa5VwvlJKcvG" alt="" width="563"><figcaption></figcaption></figure></div>
{% endtab %}

{% tab title="iPhone & iPad" %}

<figure><img src="/files/oFjjG4Og2bnbW0Bedg11" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### The New Object Button

You can create a new Item such as a Person or a Company by using the New Object button. This button will change to reflect the Item you have chosen from the Sidebar.

{% tabs %}
{% tab title="Mac" %}
Click the **+ New Person** or **+ New Company** button respectively.

<figure><img src="/files/G1brgCtvywsjo9MeBorH" alt="New Person Button"><figcaption></figcaption></figure>

{% endtab %}

{% tab title="iPhone & iPad" %}
Tap the **+ New Person** or **+ New Company** button respectively.

<figure><img src="/files/34pw1ONSoiupKZXqyxhv" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/VizKf2PvoOAYuOXRtZuy" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### Linking

{% tabs %}
{% tab title="Mac" %}
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="/files/NGY8PKC3IwKnqDkjEsZa" alt="New Company Button"><figcaption></figcaption></figure>
{% endtab %}

{% tab title="iPhone & iPad" %}
You can link People to a New Company, or add them to an existing Company by selecting **+ Add Link** from the **Linked Items** section of the Contact record.

You can also link People or Companies to a People record in the same manner.

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="/files/6bUlcsBn0ifvNDeFQjSj" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### Views

{% tabs %}
{% tab title="Mac" %}
There are three different Views that you can choose from when looking at your Contacts.

#### List View

The List View shows 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 include:

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

<figure><img src="/files/AP75kBklWZGsJvaEtZkF" 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" icon="lightbulb" %}
**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.&#x20;
{% endhint %}

<figure><img src="/files/FJKBgNWTW6oM5SF8RCVp" 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="/files/Q8sUUJnXcRLwYiDRZK3P" alt="New Person Button"><figcaption></figcaption></figure>
{% endtab %}

{% tab title="iPhone & iPad" %}
There are three different display modes that you can choose from when using Daylite on iPhone and iPad.

{% hint style="info" icon="lightbulb" %}
**Note:** Split Screen and Slide Over are available on iPad. Availability on iPhone depends on your device model and iOS version.&#x20;
{% endhint %}

#### Full Screen

This view offers the full Daylite experience, as the app is displayed in either Landscape or Portrait mode. All of Daylite at your fingertips.

<figure><img src="/files/VqbBmuBTT1CT2O52z7di" alt=""><figcaption></figcaption></figure>

#### Split Screen

This View places Daylite and one other app of your choosing side by side. This can be advantageous if the second app is not part of Daylite, such as planning for a business trip on Vrbo, and then linking it to Daylite once the reservation has been made.

<figure><img src="/files/ZdUYmoEE8TiRNdddrMsU" alt=""><figcaption></figcaption></figure>

#### Slide Over

Daylite is overlaid onto a second app of your choice, appearing on the right hand side of your screen in either landscape or portrait mode. The second app is in full screen mode behind Daylite.

<figure><img src="/files/NWXZZfPuhboHdKr81yv9" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### Contact Details

The Details area shows information about your Contact, which may include things like **Category** and **Keywords**. 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.

{% tabs %}
{% tab title="Mac" %}
The Details View is also available when looking at the List View. These details can be altered to reflect your business needs by clicking the **Edit** button at the bottom of the Details View.
{% endtab %}

{% tab title="iPhone & iPad" %}
These details can be altered to reflect your business needs by tapping the **Edit** button at the top of the Details Pane.

<figure><img src="/files/MmHzui6fvcB99pM5YyLB" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### Activity History

The Activity area 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. All interactions are listed chronologically by time, day, and year.

{% tabs %}
{% tab title="Mac" %}

<figure><img src="/files/IGV5jCHilrQftalNn30A" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="iPhone & iPad" %}

<figure><img src="/files/k3cNe6opra7ccs77WzkH" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

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="/files/G1brgCtvywsjo9MeBorH" 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="/files/NGY8PKC3IwKnqDkjEsZa" 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="/files/AP75kBklWZGsJvaEtZkF" 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="/files/FJKBgNWTW6oM5SF8RCVp" 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="/files/Q8sUUJnXcRLwYiDRZK3P" 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="/files/IGV5jCHilrQftalNn30A" alt=""><figcaption></figcaption></figure></div>


---

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