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.
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.
Click the + New Person or + New Company button respectively.
Tap the + New Person or + New Company button respectively.
Linking
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.
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.
Views
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
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.
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.
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.
There are three different display modes that you can choose from when using Daylite on iPhone and iPad.
Note: Split Screen and Slide Over are available on iPad. Availability on iPhone depends on your device model and iOS version.
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.
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.
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.
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.
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.
These details can be altered to reflect your business needs by tapping the Edit button at the top of the Details Pane.
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.
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.
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.
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
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.
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.
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.
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.
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