Using Notes

The age of little yellow sticky notes posted all across your computer monitor may be a thing of the past, but the idea is still a sound one. In Daylite these are called Notes, and they are an excellent way of recording your thoughts, observations and updates.

Did you know?

Notes are considered an Object in Daylite, just like a Contact or a Calendar entry, and they can be linked to any other Object too.

Notes supports Bold and Font Size changes, Line spacing Tabs, Bullet Points and Tables. To select these options use the Menu bar and navigate to Edit > Format.

Creating and Attaching Notes to Your Object

Attaching Notes to an existing Object is the most efficient way to link comments about a meeting, a Person, an Opportunity, or a Project. A Note should always be linked to the currently selected Contact, Opportunity etc. It does not just exist as a Note all on its own.

Daylite encourages you to link Notes to your Objects, which helps add context to the Object, and can be viewed in the Object's Activity timeline.

As an example, let's open Allura Vaughn's Contact card and select New Note from the Object Menu.

Now fill in the Note. In this case, we sat down with Allura and disussed the expaansion of her current buildings by renovating her parking garages. The Note is a great place to add some details or thoughts about the meeting, such as Allura being a vegetarian. This is important because when we are scheduling a follow up lunch, we can book a reservation at Stacy's, which is a fabulous vegetarian restaurant. Be sure to add the category and any links or files to the Note.

What Do Notes Look Like?

Title

When a new Note is created it is helpful to add a descriptive title. This title is searchable, which is why you should give as much information in the title as you can.

Date & time

The date and time is automatically added to the Note when you create it. You can adjust the date and time of the Note in the Edit mode. This can be helpful if the Note relates to something that happened on a different date.

Category

You can use existing Categories, or use Settings > Categories to come up with ones that fit your use case.

Segmenting your Notes using Categories is an excellent way to keep organized. Using proper Categories to help segment Notes also helps when it comes time to use the Quick Search field.

Here are some examples that you could use as Categories:

• Meetings

• Reference

• Checklist

• Wish Lists

• Ideas

Pro Tip:

Remember that you can use Emojies in your Categories to make them stand out.

Linked

You can link the current Note to any other existing Object in Daylite. For example, you could link the Note to one or more Contact or perhaps an ongoing Project.

Files

Add an associated file or a related URL link.

Owner

When a Note is created in Daylite the Owner will be set to the user who created the Note. This can be changed to another user at a later date if necessary.

Permissions

As a default, Notes are set to Public visibility, which means everyone can see it. You can change this by clicking the Edit button, and choosing either Private, if you are the only one who should see the Note, or Permission, and selecting which users have access to the Note.

Created by

The user, creation date, and time are automatically recorded when a new Note is created. This cannot be changed at a later date.

By creating a Note this way, Daylite will automatically link the Note with Allura's Activity timeline, found under the Activity tab. You will also see that the Note, along with everything else in the Activity timeline, is colour coded for easier recognition.